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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 %
PWA
701
Peterson Wealth Advisors
Utah
$432K +$2.03K +13 +0.5%
GCA
702
Gradient Capital Advisors
California
$425K
AIS
703
American Investment Services
Massachusetts
$423K -$74.3K -474 -15%
WI
704
Wintrust Investments
Illinois
$422K +$3.6K +23 +0.9%
SSB
705
Sandy Spring Bank
Maryland
$421K +$13.2K +84 +3%
FIB
706
First Interstate Bank
Montana
$419K
DWM
707
Darwin Wealth Management
Florida
$416K -$14.5K -94 -3%
BBHBI
708
B, B, H, & B Inc
Alabama
$416K +$416K +2,655 New
PIA
709
Perennial Investment Advisors
California
$416K +$416K +2,659 New
WPWM
710
Western Pacific Wealth Management
Illinois
$414K +$414K +2,647 New
ST
711
Spinnaker Trust
Maine
$410K
HCM
712
Hutchinson Capital Management
California
$410K +$57.9K +370 +16%
CPSAC
713
Chas P. Smith & Associates (CPS)
Florida
$408K
FPOC
714
Financial Planners of Cleveland
Ohio
$408K +$408K +2,571 New
MC
715
Mathes Company
New York
$407K
WF
716
Welch & Forbes
Massachusetts
$407K
CAI
717
Capital Advisors Inc
Oklahoma
$406K -$8.29K -53 -2%
CFA
718
CWS Financial Advisors
Michigan
$405K +$405K +2,588 New
SEM
719
Strategic Equity Management
Arizona
$402K -$226K -1,441 -36%
BCI
720
Brinker Capital Investments
Pennsylvania
$401K +$126K +804 +46%
IRAG
721
Investment Research & Advisory Group
Georgia
$399K -$256K -1,634 -39%
FPGK
722
Financial Partners Group (Kansas)
Kansas
$399K -$2K -13 -0.5%
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$399K +$81.9K +523 +26%
EVM
724
Eaton Vance Management
Massachusetts
$398K
PA
725
PFG Advisors
Arizona
$397K -$6.26K -40 -2%