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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 %
FMTC
576
Farmers & Merchants Trust Company
California
$810K
IAIM
577
International Assets Investment Management
Florida
$810K +$18.1K +116 +2%
Cerity Partners
578
Cerity Partners
New York
$807K +$155K +7,796 +24%
PCA
579
Pallas Capital Advisors
Massachusetts
$802K -$43.3K -278 -5%
SF
580
SBK Financial
Virginia
$800K
AWA
581
Arete Wealth Advisors
Illinois
$800K +$200K +1,284 +33%
BFO
582
Boston Family Office
Massachusetts
$792K -$54.5K -350 -6%
JIP
583
Jaffetilchin Investment Partners
Florida
$790K +$272K +1,889 +53%
SEM
584
Strategic Equity Management
Arizona
$790K +$390K +2,505 +98%
MLICM
585
Metropolitan Life Insurance Company (MetLife)
New York
$779K -$265K -1,700 -25%
FT
586
Fiduciary Trust
Massachusetts
$777K -$14K -90 -2%
RWA
587
Redhawk Wealth Advisors
Minnesota
$777K +$777K +4,988 New
MMHP
588
Murphy Middleton Hinkle & Parker
Georgia
$775K +$34.4K +221 +5%
NEPWA
589
New England Private Wealth Advisors
Massachusetts
$773K -$50.5K -324 -6%
CGFA
590
Colton Groome Financial Advisors
North Carolina
$770K -$49.5K -318 -6%
PWPS
591
Pinnacle Wealth Planning Services
Ohio
$768K +$333K +2,140 +77%
TP
592
Tranquility Partners
Tennessee
$767K +$168K +1,080 +28%
CCP
593
Corient Capital Partners
California
$763K
BAG
594
Briggs Advisory Group
Rhode Island
$762K
PA
595
Prism Advisors
California
$758K
SFA
596
Source Financial Advisors
New York
$757K -$12.3K -79 -2%
GM
597
GeoWealth Management
Illinois
$756K -$12.3K -79 -2%
BDF
598
Balasa Dinverno & Foltz
$749K
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$748K -$259K -1,660 -26%
Renaissance Technologies
600
Renaissance Technologies
New York
$747K -$1.37M -8,800 -65%