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iShares S&P 500 Value ETF

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
551
Congress Wealth Management
Massachusetts
$828K +$828K +5,289 New
MFW
552
Meristem Family Wealth
Minnesota
$827K
CGFA
553
Colton Groome Financial Advisors
North Carolina
$825K -$3.76K -24 -0.5%
MWM
554
Mission Wealth Management
California
$825K +$24.9K +159 +3%
PCA
555
Pallas Capital Advisors
Massachusetts
$824K -$18.4K -121 -2%
KA
556
Kovack Advisors
Florida
$824K +$7.21K +46 +0.9%
SIC
557
Sterling Investment Counsel
New York
$823K +$823K +5,256 New
SIC
558
Sigma Investment Counselors
Michigan
$819K -$47.6K -304 -5%
DI
559
Disciplined Investments
Oklahoma
$816K -$29.1K -186 -3%
FMTC
560
Farmers & Merchants Trust Company
California
$814K -$157K -1,000 -16%
SF
561
SBK Financial
Virginia
$804K +$804K +5,135 New
CRCM
562
Corbett Road Capital Management
Virginia
$803K -$151K -966 -16%
Cerity Partners
563
Cerity Partners
New York
$802K +$694K +28,361 +643%
IAIM
564
International Assets Investment Management
Florida
$797K -$52K -332 -6%
FT
565
Fiduciary Trust
Massachusetts
$795K
IC
566
IEQ Capital
California
$792K -$7.83K -50 -1%
CAC
567
Certified Advisory Corp
Florida
$774K +$34K +217 +5%
GM
568
GeoWealth Management
Illinois
$773K -$18.6K -119 -2%
SFA
569
Source Financial Advisors
New York
$773K -$18.6K -119 -2%
CCP
570
Corient Capital Partners
California
$767K
BAG
571
Briggs Advisory Group
Rhode Island
$766K +$766K +4,892 New
PA
572
Prism Advisors
California
$762K
RIA
573
Regal Investment Advisors
Michigan
$756K +$104K +664 +16%
AWA
574
Arkadios Wealth Advisors
Georgia
$754K +$87.1K +556 +13%
BDF
575
Balasa Dinverno & Foltz
$753K