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iShares S&P 500 Value ETF

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
576
Regal Investment Advisors
Michigan
$776K +$20.9K +152 +3%
NEPWA
577
New England Private Wealth Advisors
Massachusetts
$773K -$156 -1 -0%
OLVIG
578
Oliver Lagore Vanvalin Investment Group
Michigan
$769K -$324K -2,361 -30%
AT
579
American Trust
Kentucky
$766K -$50K -364 -6%
F
580
F3Logic
Minnesota
$763K -$10.3M -75,212 -93%
EAM
581
Evanson Asset Management
California
$762K +$10.6K +77 +1%
PCA
582
Pallas Capital Advisors
Massachusetts
$758K +$31.6K +224 +4%
SHWM
583
Silicon Hills Wealth Management
Texas
$758K +$543K +3,951 +253%
PAMG
584
Patton Albertson Miller Group
Tennessee
$754K +$137 +1 +0%
SAM
585
Summit Asset Management
Tennessee
$745K -$73.9K -537 -9%
SF
586
Summit Financial
New Jersey
$737K +$7.29K +53 +1%
CC
587
Chicago Capital
Illinois
$731K
IIC
588
Integrated Investment Consultants
Michigan
$731K +$135K +984 +23%
MWA
589
Monograph Wealth Advisors
California
$730K +$137 +1 +0%
BS
590
Boenning & Scattergood
Pennsylvania
$728K -$13.6K -99 -2%
MCC
591
Money Concepts Capital
Florida
$722K -$80.1K -575 -10%
WH
592
Whitcomb & Hess
Ohio
$720K +$279K +2,030 +63%
SYBT
593
Stock Yards Bank & Trust
Kentucky
$719K +$298K +2,169 +71%
SF
594
SBK Financial
Virginia
$718K +$11.8K +86 +2%
FMTC
595
Farmers & Merchants Trust Company
California
$715K
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$713K +$53.2K +387 +8%
SEM
597
Strategic Equity Management
Arizona
$710K +$12.5K +91 +2%
BFO
598
Boston Family Office
Massachusetts
$699K
3LCM
599
3D/L Capital Management
Connecticut
$696K +$301K +2,189 +76%
GFP
600
Gryphon Financial Partners
Ohio
$689K +$200K +1,457 +41%