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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 %
SBH
601
Segall Bryant & Hamill
Illinois
$744K +$744K +4,775 New
S
602
SignatureFD
Georgia
$740K
PCS
603
Personal CFO Solutions
New Jersey
$732K -$426K -2,734 -37%
FWTB
604
First Western Trust Bank
Colorado
$728K +$728K +4,614 New
SCA
605
Snowden Capital Advisors
New York
$718K +$76.2K +490 +12%
CAI
606
Capital Advisors Inc
Oklahoma
$718K +$314K +2,016 +78%
QC
607
Quent Capital
New York
$717K -$142K -910 -17%
KF
608
Krilogy Financial
Missouri
$715K -$12.9K -83 -2%
GWS
609
Glassman Wealth Services
Virginia
$713K
MPCG
610
Matrix Private Capital Group
New York
$713K
WA
611
WBH Advisory
Maryland
$713K +$196K +1,285 +38%
DAS
612
Dynamic Advisor Solutions
Arizona
$705K +$168K +1,078 +31%
VVP
613
Venture Visionary Partners
Ohio
$703K +$778 +5 +0.1%
ZCA
614
Zeke Capital Advisors
Pennsylvania
$702K
WTC
615
WhitTier Trust Company
Nevada
$689K
KWMG
616
King Wealth Management Group
Florida
$689K
SCI
617
S&CO Inc
Massachusetts
$677K
OCM
618
One Capital Management
California
$676K +$150K +960 +28%
IIC
619
Integrated Investment Consultants
Michigan
$675K -$236K -1,516 -26%
CS
620
Capital Square
Tennessee
$667K
MA
621
MKT Advisors
California
$656K +$3.19K +22 +0.5%
FC
622
Ferris Capital
Massachusetts
$654K
CPA
623
Capital Planning Advisors
California
$646K
CPW
624
Catalyst Private Wealth
California
$644K
TWM
625
Thrive Wealth Management
Pennsylvania
$643K +$643K +4,132 New