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iShares S&P 500 Value ETF

1,039 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 374 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
-18
Holders Change %
-1.7%
% of All Funds
17.97%
Holding in Top 10
85
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.56%
% of All Funds
1.47%
New
62
Increased
374
Reduced
363
Closed
67
Calls
$19.5M
Puts
$3.16M
Net Calls
+$16.4M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
526
Realta Investment Advisors
Delaware
$852K +$4.11K +32 +0.5%
AA
527
Argent Advisors
Louisiana
$851K -$47.6K -370 -5%
PCI
528
Planning Center Inc
Illinois
$845K
JIC
529
Johnson Investment Counsel
Ohio
$844K +$58K +451 +7%
CSPIA
530
Cary Street Partners Investment Advisory
Virginia
$838K +$56.7K +441 +7%
CDIA
531
Capital Directions Investment Advisors
Georgia
$837K -$895K -6,513 Closed
BONH
532
Bank of New Hampshire
New Hampshire
$835K -$25.7K -200 -3%
MSA
533
Marino Stram & Associates
Massachusetts
$831K +$128 +1 +0%
WWM
534
Windsor Wealth Management
Indiana
$824K
ACM
535
Advisors Capital Management
New Jersey
$822K +$822K +5,600 New
BIM
536
Bridges Investment Management
Nebraska
$820K -$32.1K -250 -4%
PPW
537
PACK Private Wealth
Minnesota
$818K
BZWA
538
Blue Zone Wealth Advisors
California
$816K -$2.05M -15,955 -72%
GT
539
Glenmede Trust
Pennsylvania
$816K -$105K -814 -11%
TIM
540
Thompson Investment Management
Wisconsin
$815K -$19.4K -151 -2%
CG
541
Corundum Group
Colorado
$815K +$815K +6,341 New
AWA
542
Alta Wealth Advisors
Massachusetts
$812K
TIA
543
Tiemann Investment Advisors
California
$809K -$41.9K -326 -5%
LA
544
Legacy Advisors
Pennsylvania
$801K
TFO
545
Tarbox Family Office
California
$798K
NSB
546
Norway Savings Bank
Maine
$788K -$42.4K -330 -5%
FPCG
547
Forum Private Client Group
Indiana
$788K -$1.03K -8 -0.1%
GG
548
Gofen & Glossberg
Illinois
$784K +$11K +86 +1%
SMG
549
Spectrum Management Group
Indiana
$782K -$120K -936 -13%
LC
550
Lindbrook Capital
California
$780K