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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 %
MMHP
576
Murphy Middleton Hinkle & Parker
Georgia
$745K -$38.4K -245 -5%
S
577
SignatureFD
Georgia
$744K -$11K -70 -1%
1WM
578
1900 Wealth Management
Texas
$740K +$166K +1,061 +29%
KF
579
Krilogy Financial
Missouri
$733K +$87.6K +559 +14%
AW
580
ACG Wealth
Georgia
$722K +$16K +102 +2%
GWS
581
Glassman Wealth Services
Virginia
$717K
MPCG
582
Matrix Private Capital Group
New York
$717K +$58.4K +373 +9%
LW
583
Linscomb Wealth
Texas
$716K
GI
584
Glovista Investments
New Jersey
$713K +$450K +2,874 +171%
ZCA
585
Zeke Capital Advisors
Pennsylvania
$707K
YCM
586
Yousif Capital Management
Michigan
$707K +$707K +4,513 New
VVP
587
Venture Visionary Partners
Ohio
$706K +$1.25K +8 +0.2%
AWA
588
Alta Wealth Advisors
Massachusetts
$700K -$313 -2 -0%
E
589
ETFidea
New York
$696K +$696K +4,446 New
WTC
590
WhitTier Trust Company
Nevada
$693K
KWMG
591
King Wealth Management Group
Florida
$693K +$470K +3,000 +211%
SCI
592
S&CO Inc
Massachusetts
$681K
MA
593
MKT Advisors
California
$678K +$678K +4,500 New
CS
594
Capital Square
Tennessee
$676K -$1.42K -9 -0.2%
Citadel Advisors
595
Citadel Advisors
Florida
$675K -$1.51M -9,641 -69%
TSS
596
Two Sigma Securities
New York
$658K +$1.72K +11 +0.3%
FC
597
Ferris Capital
Massachusetts
$657K
PWA
598
Physician Wealth Advisors
Utah
$654K +$15.8K +100 +2%
CPA
599
Capital Planning Advisors
California
$650K
CPW
600
Catalyst Private Wealth
California
$648K