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iShares S&P 500 Value ETF

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
551
Alta Wealth Advisors
Massachusetts
$988K +$71.1K +490 +8%
BWP
552
Balboa Wealth Partners
Arizona
$987K +$684K +4,712 +225%
ACIM
553
Azimuth Capital Investment Management
Michigan
$987K -$45.7K -315 -4%
PWPS
554
Pinnacle Wealth Planning Services
Ohio
$985K -$384K -2,644 -28%
TIA
555
Tiemann Investment Advisors
California
$984K +$71.8K +495 +8%
Qube Research & Technologies (QRT)
556
Qube Research & Technologies (QRT)
United Kingdom
$983K -$254K -1,750 -21%
TFCP
557
Twin Focus Capital Partners
Massachusetts
$980K +$730K +5,033 +292%
Wolverine Trading
558
Wolverine Trading
Illinois
$964K +$964K +6,645 New
RIA
559
Realta Investment Advisors
Delaware
$957K -$4.5K -31 -0.5%
RW
560
Reframe Wealth
Virginia
$945K +$945K +6,513 New
CDIA
561
Capital Directions Investment Advisors
Georgia
$945K +$945K +6,513 New
AA
562
Argent Advisors
Louisiana
$944K -$16.4K -113 -2%
BEC
563
Blue Edge Capital
Virginia
$944K +$944K +6,505 New
PCI
564
Planning Center Inc
Illinois
$941K
OWA
565
One Wealth Advisors
California
$941K -$32.1K -221 -3%
MSA
566
Marino Stram & Associates
Massachusetts
$939K
Bank of Nova Scotia
567
Bank of Nova Scotia
Ontario, Canada
$937K -$2.97M -20,500 -76%
BIM
568
Bridges Investment Management
Nebraska
$925K
WPWM
569
Windward Private Wealth Management
Kansas
$925K -$183K -1,264 -17%
TIM
570
Thompson Investment Management
Wisconsin
$925K +$4.79K +33 +0.5%
CG
571
Corundum Group
Colorado
$920K
RIA
572
Regal Investment Advisors
Michigan
$912K +$62.1K +428 +7%
BF
573
Blankinship & Foster
California
$910K -$63.3K -436 -6%
IIC
574
Integrated Investment Consultants
Michigan
$908K +$91.2K +629 +11%
LA
575
Legacy Advisors
Pennsylvania
$904K