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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 %
AWC
676
Abundance Wealth Counselors
Pennsylvania
$516K +$516K +3,313 New
PFG
677
Pinnacle Financial Group
Illinois
$515K -$62.1K -399 -11%
LSA
678
L & S Advisors
California
$513K -$438K -2,812 -46%
CWMGP
679
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$511K +$156 +1 +0%
APW
680
Aurora Private Wealth
New Jersey
$510K +$4.83K +31 +1%
BA
681
Bellwether Advisors
Nebraska
$509K -$30.6K -197 -6%
RHBC
682
R.H. Bluestein & Co
Michigan
$508K
RRWA
683
Rainey & Randall Wealth Advisors
Florida
$506K +$57.6K +370 +13%
SFS
684
Security Financial Services
Indiana
$505K -$352K -2,257 -41%
HPWM
685
Highland Private Wealth Management
Washington
$505K
BSWA
686
Bromfield Sneider Wealth Advisors
Massachusetts
$502K
OPS
687
Orion Portfolio Solutions
Nebraska
$501K +$29.1K +187 +6%
WH
688
Whitcomb & Hess
Ohio
$500K +$7.47K +48 +2%
PCA
689
Personal Capital Advisors
California
$499K -$58K -373 -10%
TW
690
Towerpoint Wealth
California
$499K -$16.7K -107 -3%
GWM
691
GDS Wealth Management
Texas
$499K +$205K +1,317 +70%
WAM
692
WNY Asset Management
New York
$497K
JGIA
693
Jackson Grant Investment Advisers
Connecticut
$495K +$2.18K +14 +0.4%
JWM
694
JFG Wealth Management
Colorado
$493K +$493K +3,165 New
SWM
695
SeaCrest Wealth Management
New York
$492K +$4.98K +32 +1%
AB
696
Atlas Brown
Kentucky
$490K -$56.7K -364 -10%
BCP
697
Blue Chip Partners
Michigan
$488K +$311 +2 +0.1%
HFS
698
Heritage Financial Services
Massachusetts
$482K +$12.3K +79 +3%
JIC
699
Joel Isaacson & Co
New York
$481K +$621 +4 +0.1%
KCA
700
Karn Couzens & Associates
Connecticut
$479K +$311 +2 +0.1%