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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 %
PMAM
651
Picton Mahoney Asset Management
Ontario, Canada
$563K
CWP
652
Corepath Wealth Partners
Arizona
$562K -$34.4K -225 -6%
GM
653
Granger Management
New York
$561K
AWA
654
ARQ Wealth Advisors
Arizona
$558K
LTI
655
Laffer Tengler Investments
Tennessee
$555K
AHC
656
Anderson Hoagland & Co
Missouri
$555K
GFP
657
Gryphon Financial Partners
Ohio
$554K +$312 +2 +0.1%
CIA
658
Choate Investment Advisors
Massachusetts
$553K
PWM
659
Perigon Wealth Management
California
$551K
National Bank of Canada
660
National Bank of Canada
Quebec, Canada
$550K -$679K -4,598 -55%
SFWC
661
Strategic Family Wealth Counselors
New Jersey
$550K +$36.8K +236 +7%
SWA
662
Stratos Wealth Advisors
Ohio
$549K +$46.3K +297 +9%
WAOTB
663
Wealth Advisors of Tampa Bay
Florida
$546K
KLI
664
Kelman-Lazarov Inc
Tennessee
$545K
BA
665
Birinyi Associates
Connecticut
$545K +$545K +3,500 New
BTWM
666
Baker Tilly Wealth Management
Wisconsin
$543K +$255K +1,637 +88%
FPW
667
Flagship Private Wealth
Massachusetts
$542K
CWM
668
C2C Wealth Management
Arizona
$540K
CPA
669
Cardiff Park Advisors
California
$538K
FNBTCON
670
First National Bank & Trust Co of Newtown
Pennsylvania
$536K
CA
671
Claro Advisors
Massachusetts
$530K
TFA
672
TPG Financial Advisors
Oregon
$529K
DFC
673
DBK Financial Counsel
Ohio
$529K
CCMD
674
Cypress Capital Management (Delaware)
Delaware
$526K
CTC
675
Central Trust Company
Missouri
$516K -$3.89K -25 -0.7%