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iShares S&P 500 Value ETF

1,068 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 426 increasing their positions, 283 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+36
Holders Change %
+3.49%
% of All Funds
16.9%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.54%
New
115
Increased
426
Reduced
283
Closed
67
Calls
$15.2M
Puts
$2.67M
Net Calls
+$12.5M
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
451
CIBC World Market
Ontario, Canada
$1.48M -$2.19M -14,053 -60%
BWP
452
Bernardo Wealth Planning
Pennsylvania
$1.47M
GWA
453
GGM Wealth Advisors
Maryland
$1.46M +$51K +324 +4%
SW
454
SVB Wealth
Massachusetts
$1.45M
AFAS
455
Acorn Financial Advisory Services
Virginia
$1.45M -$73.7K -473 -5%
YWP
456
YorkBridge Wealth Partners
New York
$1.43M
LBC
457
Lowe Brockenbrough & Co
Virginia
$1.43M
BCA
458
Bay Colony Advisors
Massachusetts
$1.42M +$91.1K +585 +7%
GWM
459
GSB Wealth Management
Connecticut
$1.42M +$250K +1,604 +21%
BAM
460
Baldrige Asset Management
Pennsylvania
$1.42M -$22.7K -146 -2%
RCG
461
Resource Consulting Group
Florida
$1.41M
FCFC
462
First Commonwealth Financial Corp
Pennsylvania
$1.41M -$4.52K -29 -0.3%
SFPG
463
Stonebridge Financial Planning Group
Florida
$1.4M +$11.8K +76 +0.9%
9WM
464
9258 Wealth Management
Ohio
$1.38M +$33.3K +214 +2%
WPC
465
White Pine Capital
Minnesota
$1.37M +$934 +6 +0.1%
HWM
466
HighMark Wealth Management
Minnesota
$1.36M +$75.1K +482 +6%
Koshinski Asset Management
467
Koshinski Asset Management
Illinois
$1.35M +$468K +3,008 +53%
EFS
468
Essex Financial Services
Connecticut
$1.35M +$163K +1,046 +14%
LC
469
LTG Capital
Massachusetts
$1.34M -$15.4K -99 -1%
DW
470
Domani Wealth
Pennsylvania
$1.33M
BWM
471
BigSur Wealth Management
Florida
$1.32M
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$1.31M -$47.8K -307 -4%
GEA
473
Glen Eagle Advisors
New Jersey
$1.3M +$718K +4,610 +123%
CIR
474
Clear Investment Research
Georgia
$1.29M -$215K -1,383 -14%
IDA
475
Intelligence Driven Advisers
California
$1.29M -$1.53M -9,810 -54%