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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 %
MSA
526
Marino Stram & Associates
Massachusetts
$1.01M +$27.1K +174 +3%
HIA
527
Harbor Investment Advisory
Maryland
$1M +$133K +856 +15%
CPSC
528
Carl P. Sherr & Co
Massachusetts
$999K -$116K -748 -10%
GAM
529
Gemmer Asset Management
California
$989K -$17.7K -114 -2%
BJL
530
Brighton Jones LLC
Washington
$983K -$32.5K -209 -3%
PPW
531
PACK Private Wealth
Minnesota
$981K +$49.5K +318 +5%
AWA
532
Alta Wealth Advisors
Massachusetts
$981K +$285K +1,828 +41%
TIM
533
Thompson Investment Management
Wisconsin
$979K -$13.1K -84 -1%
NCG
534
Newport Capital Group
New Jersey
$975K -$9.03K -58 -0.9%
SWA
535
Strategies Wealth Advisors
Michigan
$971K -$10.9K -70 -1%
LA
536
Legacy Advisors
Pennsylvania
$970K +$970K +6,232 New
JAG
537
Journey Advisory Group
Kentucky
$968K -$36.1K -232 -4%
BCV
538
Banque Cantonale Vaudoise
Switzerland
$966K +$966K +6,200 New
AC
539
AWM Capital
Arizona
$960K
MA
540
MCF Advisors
Kentucky
$959K +$959K +6,158 New
GG
541
Gofen & Glossberg
Illinois
$949K +$156 +1 +0%
LC
542
Lindbrook Capital
California
$945K +$903K +5,799 +2,140%
WT
543
Whittier Trust
California
$943K
FCI
544
Financial Counselors Inc
Kansas
$942K -$27.6K -177 -3%
SWA
545
SOA Wealth Advisors
New York
$941K
WOC
546
West Oak Capital
California
$937K +$51.4K +330 +6%
IWA
547
Inspirion Wealth Advisors
Illinois
$933K -$12.5K -80 -1%
CB
548
Community Bank
New York
$933K +$9.81K +63 +1%
SAM
549
Summit Asset Management
Tennessee
$927K -$37.4K -240 -4%
AT
550
American Trust
Kentucky
$925K +$707K +4,538 +324%