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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 %
CWM
626
ClientFirst Wealth Management
Arkansas
$633K
EE
627
EWG Elevate
California
$632K +$632K +4,057 New
PWA
628
Physician Wealth Advisors
Utah
$629K -$1.99K -13 -0.3%
PWP
629
Pursue Wealth Partners
California
$624K
AWA
630
Arkadios Wealth Advisors
Georgia
$624K -$125K -803 -17%
TSS
631
Two Sigma Securities
New York
$624K -$31K -199 -5%
PCG
632
Private Capital Group
Connecticut
$623K -$8.25K -53 -1%
AWM
633
Altium Wealth Management
New York
$621K +$621K +3,991 New
AIP
634
Almanack Investment Partners
Pennsylvania
$619K +$30.3K +195 +5%
LW
635
Linscomb Wealth
Texas
$613K -$99.1K -636 -14%
NCM
636
Novare Capital Management
North Carolina
$612K +$31.1K +200 +5%
CPO
637
Cerity Partners OCIO
New York
$608K -$12.6K -81 -2%
Wealth Enhancement Advisory Services
638
Wealth Enhancement Advisory Services
Minnesota
$608K -$9.69K -62 -2%
ESB
639
Essex Savings Bank
Connecticut
$606K -$25.5K -164 -4%
BBHC
640
Brown Brothers Harriman & Co
New York
$605K
NAM
641
NTV Asset Management
West Virginia
$596K
MG
642
Mather Group
Illinois
$591K +$9.97K +64 +2%
SW
643
SteelPeak Wealth
California
$591K +$36.5K +234 +7%
WSFS
644
Wilmington Savings Fund Society
Delaware
$587K
CAM
645
Concorde Asset Management
Michigan
$586K -$56.9K -365 -9%
PL
646
Plancorp LLC
Missouri
$586K
IA
647
Insight Advisors
Pennsylvania
$585K
NWM
648
Northcape Wealth Management
New York
$585K +$372K +2,390 +175%
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$584K +$106K +679 +22%
WCG
650
Weaver Consulting Group
California
$581K +$251K +1,608 +76%