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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 %
WA
651
WBH Advisory
Maryland
$531K +$22.6K +144 +4%
CA
652
Claro Advisors
Massachusetts
$530K +$82.9K +529 +19%
CCMD
653
Cypress Capital Management (Delaware)
Delaware
$529K
OCM
654
One Capital Management
California
$528K +$528K +3,373 New
IWN
655
Independent Wealth Network
Iowa
$523K +$2.35K +15 +0.5%
CTC
656
Central Trust Company
Missouri
$523K +$25.4K +162 +5%
TW
657
Towerpoint Wealth
California
$518K +$1.41K +9 +0.3%
SFWC
658
Strategic Family Wealth Counselors
New Jersey
$516K
CWMGP
659
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$514K +$514K +3,280 New
RHBC
660
R.H. Bluestein & Co
Michigan
$511K
APW
661
Aurora Private Wealth
New Jersey
$508K +$1.41K +9 +0.3%
HPWM
662
Highland Private Wealth Management
Washington
$507K -$18.8K -120 -4%
SWA
663
Stratos Wealth Advisors
Ohio
$505K +$86K +549 +21%
BSWA
664
Bromfield Sneider Wealth Advisors
Massachusetts
$505K +$505K +3,222 New
WAM
665
WNY Asset Management
New York
$501K
JGIA
666
Jackson Grant Investment Advisers
Connecticut
$496K +$2.51K +16 +0.5%
BCP
667
Blue Chip Partners
Michigan
$491K +$470 +3 +0.1%
WH
668
Whitcomb & Hess
Ohio
$490K -$4.49K -29 -0.9%
SWM
669
SeaCrest Wealth Management
New York
$490K
LFG
670
Larson Financial Group
Missouri
$489K -$50.8K -324 -9%
CWM
671
Cabot Wealth Management
Massachusetts
$488K -$37.9K -242 -7%
JIC
672
Joel Isaacson & Co
New York
$484K +$1.72K +11 +0.4%
KCA
673
Karn Couzens & Associates
Connecticut
$482K +$157 +1 +0%
WAP
674
Wealthcare Advisory Partners
Pennsylvania
$481K -$45.9K -293 -9%
SYBT
675
Stock Yards Bank & Trust
Kentucky
$480K