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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 %
HCC
476
Hirtle Callaghan & Co
Pennsylvania
$1.29M +$242K +1,555 +23%
DPI
477
Diversified Portfolios Inc
Michigan
$1.28M +$40.5K +260 +3%
KM
478
Kalos Management
Georgia
$1.28M +$244K +1,632 +24%
CB
479
Commerce Bank
Missouri
$1.27M
LF
480
Lee Financial
Texas
$1.26M -$3.12K -20 -0.2%
ACM
481
Azimuth Capital Management
Michigan
$1.25M +$7.01K +45 +0.6%
IWN
482
Independent Wealth Network
Iowa
$1.25M +$731K +4,691 +140%
PA
483
Pinnacle Associates
New York
$1.25M -$15.7K -101 -1%
SIA
484
Sage Investment Advisers
New York
$1.25M +$111K +710 +10%
EIA
485
Eldridge Investment Advisors
New Hampshire
$1.24M +$5.45K +35 +0.4%
OLVIG
486
Oliver Lagore Vanvalin Investment Group
Michigan
$1.24M +$1.24M +7,957 New
RIA
487
Realta Investment Advisors
Delaware
$1.22M +$36.9K +237 +3%
IWM
488
IHT Wealth Management
Illinois
$1.22M -$15.7K -101 -1%
DSA
489
Davis Selected Advisers
Arizona
$1.21M -$19.5M -125,024 -94%
BFA
490
Beacon Financial Advisory
Ohio
$1.2M +$40.6K +261 +3%
WPWM
491
Windward Private Wealth Management
Kansas
$1.19M -$22.4K -144 -2%
CC
492
Cadinha & Co
Hawaii
$1.19M +$31.1K +200 +3%
TGAM
493
TBH Global Asset Management
Tennessee
$1.19M +$37.8K +243 +3%
BF
494
Blankinship & Foster
California
$1.19M -$81K -520 -6%
SDWMA
495
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M +$15K +96 +1%
SG
496
StoneX Group
New York
$1.17M +$8.1K +52 +0.7%
BFPW
497
BOK Financial Private Wealth
Colorado
$1.17M -$2.18K -14 -0.2%
Millennium Management
498
Millennium Management
New York
$1.16M -$1.62M -10,372 -58%
CL
499
Choreo LLC
Illinois
$1.15M +$934 +6 +0.1%
SIC
500
Sigma Investment Counselors
Michigan
$1.13M +$319K +2,050 +39%