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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 %
SAM
501
Sequent Asset Management
Texas
$1.13M +$1.13M +7,254 New
CPIG
502
Chicago Partners Investment Group
Illinois
$1.12M +$432 +3 +0%
EK
503
Evensky & Katz
Florida
$1.12M -$55.9K -359 -5%
GT
504
Glenmede Trust
Pennsylvania
$1.12M -$14.8K -95 -1%
SMG
505
Spectrum Management Group
Indiana
$1.11M -$58.2K -374 -5%
AA
506
Argent Advisors
Louisiana
$1.1M -$10.1K -65 -0.9%
QCG
507
Quadrant Capital Group
Ohio
$1.09M +$101K +650 +10%
DCM
508
Dimension Capital Management
Florida
$1.08M
CWM
509
Connecticut Wealth Management
Connecticut
$1.08M +$28.2K +181 +3%
FHA
510
First Horizon Advisors
Tennessee
$1.08M -$3.15M -20,233 -75%
OPWM
511
Oxinas Partners Wealth Management
Indiana
$1.08M +$1.08M +6,903 New
TNB
512
Thomasville National Bank
Georgia
$1.07M +$22.7K +146 +2%
NL
513
Navalign LLC
California
$1.06M -$201K -1,338 -16%
CWC
514
Carolinas Wealth Consulting
North Carolina
$1.05M +$4.67K +30 +0.4%
NSB
515
Norway Savings Bank
Maine
$1.05M -$106K -683 -9%
TIA
516
Tiemann Investment Advisors
California
$1.05M +$2.8K +18 +0.3%
TPSF
517
Texas Permanent School Fund
Texas
$1.04M +$1.04M +6,680 New
BIM
518
Bridges Investment Management
Nebraska
$1.04M
CAL
519
Capital Advisors Ltd
Ohio
$1.02M +$74.6K +479 +8%
WWM
520
Windsor Wealth Management
Indiana
$1.02M
OWA
521
Outlook Wealth Advisors
Texas
$1.02M -$20.1K -129 -2%
TIM
522
Total Investment Management
Arizona
$1.01M -$23.5K -151 -2%
CDIA
523
Capital Directions Investment Advisors
Georgia
$1.01M -$10.1K -65 -1%
PCI
524
Planning Center Inc
Illinois
$1.01M
CGA
525
Crescent Grove Advisors
Illinois
$1.01M +$386K +2,480 +62%