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iShares S&P 500 Value ETF

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
526
Jaffetilchin Investment Partners
Florida
$946K +$192K +1,396 +25%
AFS
527
AFG Fiduciary Services
Massachusetts
$944K +$944K +6,868 New
CWC
528
Carolinas Wealth Consulting
North Carolina
$930K +$3.85K +28 +0.4%
BF
529
Blankinship & Foster
California
$923K -$124K -905 -12%
BONH
530
Bank of New Hampshire
New Hampshire
$921K +$873K +6,350 +1,814%
RIA
531
Realta Investment Advisors
Delaware
$919K -$174K -1,252 -16%
TNB
532
Thomasville National Bank
Georgia
$916K -$24.1K -175 -3%
BIM
533
Bridges Investment Management
Nebraska
$911K -$6.19K -45 -0.7%
TIA
534
Tiemann Investment Advisors
California
$910K -$14K -102 -2%
TIM
535
Total Investment Management
Arizona
$908K +$12.5K +91 +1%
CDIA
536
Capital Directions Investment Advisors
Georgia
$895K
PCI
537
Planning Center Inc
Illinois
$895K
FCI
538
Financial Counselors Inc
Kansas
$894K +$62.4K +454 +8%
TIM
539
Thompson Investment Management
Wisconsin
$893K +$28.1K +204 +3%
NSB
540
Norway Savings Bank
Maine
$889K -$35.8K -260 -4%
MSA
541
Marino Stram & Associates
Massachusetts
$889K +$137 +1 +0%
JAG
542
Journey Advisory Group
Kentucky
$881K -$22.1K -152 -2%
TGAM
543
TBH Global Asset Management
Tennessee
$875K -$175K -1,271 -17%
PPW
544
PACK Private Wealth
Minnesota
$875K +$8.8K +64 +1%
QCG
545
Quadrant Capital Group
Ohio
$874K -$89.3K -650 -9%
1WM
546
1900 Wealth Management
Texas
$873K +$89K +647 +11%
AWA
547
Alta Wealth Advisors
Massachusetts
$870K +$2.75K +20 +0.3%
WWM
548
Windsor Wealth Management
Indiana
$866K -$31.2K -226 -3%
DL
549
DOHJ LLC
Washington
$859K +$140K +1,018 +19%
LA
550
Legacy Advisors
Pennsylvania
$857K