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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 %
OPA
676
Old Port Advisors
Maine
$479K -$46.8K -296 -9%
TI
677
Truepoint Inc
Ohio
$478K
Wolverine Trading
678
Wolverine Trading
Illinois
$476K +$476K +3,036 New
OPS
679
Orion Portfolio Solutions
Nebraska
$475K +$130K +831 +38%
WJWM
680
Williams Jones Wealth Management
New York
$474K +$30.2K +193 +7%
HFS
681
Heritage Financial Services
Massachusetts
$472K +$472K +3,018 New
UIA
682
UBP Investment Advisors
Switzerland
$470K
CWG
683
Crown Wealth Group
North Carolina
$464K +$464K +2,963 New
WTB
684
Washington Trust Bank
Washington
$462K
TFS
685
TrustCore Financial Services
Tennessee
$461K -$57K -364 -11%
OPW
686
Oxler Private Wealth
New York
$456K +$2.19K +14 +0.5%
GGS
687
Galvin Gaustad & Stein
Arizona
$453K -$7.84K -50 -2%
RRWA
688
Rainey & Randall Wealth Advisors
Florida
$451K +$4.54K +29 +1%
VC
689
Veracity Capital
Georgia
$449K -$2.82K -18 -0.6%
4WM
690
4J Wealth Management
Virginia
$448K
SAM
691
Silverhawk Asset Management
Arizona
$448K +$448K +2,861 New
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$445K +$121K +772 +37%
SDAM
693
Shulman DeMeo Asset Management
New York
$444K +$4.86K +31 +1%
SWM
694
Stockman Wealth Management
Montana
$439K
TTWM
695
TCV Trust & Wealth Management
Virginia
$439K
OMC
696
Old Mission Capital
Illinois
$439K +$439K +2,800 New
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$438K +$10.7K +68 +2%
ACP
698
Arcus Capital Partners
Georgia
$435K
CIC
699
Carnegie Investment Counsel
Ohio
$434K +$28.2K +180 +7%
PFBT
700
Parkside Financial Bank & Trust
Missouri
$433K -$50.7K -324 -10%