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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 %
MWM
551
Mission Wealth Management
California
$921K +$101K +651 +12%
LWANC
552
Laurel Wealth Advisors (North Carolina)
North Carolina
$906K +$18.5K +119 +2%
TFO
553
Tarbox Family Office
California
$902K +$1.09K +7 +0.1%
FFA
554
Freedman Financial Associates
Massachusetts
$902K +$39K +250 +5%
MCC
555
Money Concepts Capital
Florida
$897K +$897K +5,758 New
JIC
556
Johnson Investment Counsel
Ohio
$892K -$156 -1 -0%
CAC
557
Certified Advisory Corp
Florida
$892K +$123K +793 +16%
1WM
558
1900 Wealth Management
Texas
$888K +$152K +977 +21%
RIA
559
Regal Investment Advisors
Michigan
$856K +$104K +670 +14%
PAMG
560
Patton Albertson Miller Group
Tennessee
$854K +$156 +1 +0%
DI
561
Disciplined Investments
Oklahoma
$854K +$42.2K +271 +5%
EAM
562
Evanson Asset Management
California
$852K +$312 +2 +0%
CA
563
Calton & Associates
Florida
$841K +$841K +5,401 New
BS
564
Boenning & Scattergood
Pennsylvania
$840K +$311 +2 +0%
Bessemer Group
565
Bessemer Group
New Jersey
$838K -$1.56K -10 -0.2%
FPCG
566
Forum Private Client Group
Indiana
$835K +$835K +5,361 New
CRCM
567
Corbett Road Capital Management
Virginia
$833K +$35.3K +227 +4%
CC
568
Chicago Capital
Illinois
$828K -$207K -1,331 -20%
MWA
569
Monograph Wealth Advisors
California
$827K
SF
570
Summit Financial
New Jersey
$827K -$19.8K -127 -2%
SIC
571
Sterling Investment Counsel
New York
$824K +$4.99K +32 +0.6%
MFW
572
Meristem Family Wealth
Minnesota
$822K
DL
573
DOHJ LLC
Washington
$815K +$815K +5,231 New
KA
574
Kovack Advisors
Florida
$814K -$3.89K -25 -0.5%
Wolverine Trading
575
Wolverine Trading
Illinois
$813K +$334K +2,114 +70%