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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 %
PMAM
626
Picton Mahoney Asset Management
Ontario, Canada
$564K
GM
627
Granger Management
New York
$564K
JIP
628
Jaffetilchin Investment Partners
Florida
$564K +$6.74K +43 +1%
AWA
629
ARQ Wealth Advisors
Arizona
$561K
PCA
630
Personal Capital Advisors
California
$561K +$182K +1,161 +48%
LTI
631
Laffer Tengler Investments
Tennessee
$559K
GFP
632
Gryphon Financial Partners
Ohio
$557K +$69.8K +445 +14%
SW
633
SteelPeak Wealth
California
$557K +$288K +1,839 +107%
CIA
634
Choate Investment Advisors
Massachusetts
$556K
PWM
635
Perigon Wealth Management
California
$554K +$2.19K +14 +0.4%
AB
636
Atlas Brown
Kentucky
$550K +$313 +2 +0.1%
WAOTB
637
Wealth Advisors of Tampa Bay
Florida
$549K +$275K +1,753 +100%
KLI
638
Kelman-Lazarov Inc
Tennessee
$548K
AAP
639
Arax Advisory Partners
Colorado
$548K +$1.25K +8 +0.2%
NDSI
640
Newman Dignan & Sheerar Inc
Rhode Island
$546K -$16.3K -104 -3%
FPW
641
Flagship Private Wealth
Massachusetts
$546K
BA
642
Bellwether Advisors
Nebraska
$543K
AHC
643
Anderson Hoagland & Co
Missouri
$542K -$219K -1,440 -29%
FHA
644
Flagship Harbor Advisors
Massachusetts
$542K -$11.9K -76 -2%
DAS
645
Dynamic Advisor Solutions
Arizona
$541K -$161K -1,024 -23%
CPA
646
Cardiff Park Advisors
California
$541K +$541K +3,454 New
FNBTCON
647
First National Bank & Trust Co of Newtown
Pennsylvania
$540K
CWM
648
C2C Wealth Management
Arizona
$533K +$533K +3,406 New
TFA
649
TPG Financial Advisors
Oregon
$532K
DFC
650
DBK Financial Counsel
Ohio
$532K +$532K +3,399 New