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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 %
SYBT
701
Stock Yards Bank & Trust
Kentucky
$478K
TI
702
Truepoint Inc
Ohio
$475K
CWM
703
Cabot Wealth Management
Massachusetts
$474K -$10.7K -69 -2%
WJWM
704
Williams Jones Wealth Management
New York
$471K -$156 -1 -0%
CT
705
Cambridge Trust
Massachusetts
$469K +$422K +2,715 +905%
PCMC
706
Private Capital Management (Colorado)
Colorado
$467K +$98.8K +634 +27%
PCM
707
Parsons Capital Management
Rhode Island
$462K +$462K +2,964 New
CCM
708
Coldstream Capital Management
Washington
$459K -$431K -2,767 -48%
WTB
709
Washington Trust Bank
Washington
$459K
TFS
710
TrustCore Financial Services
Tennessee
$458K
OPW
711
Oxler Private Wealth
New York
$456K +$2.02K +13 +0.4%
RC
712
RegentAtlantic Capital
New Jersey
$455K -$108K -694 -19%
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$454K +$57.4K +369 +14%
SXL
714
Summit X LLC
Missouri
$454K +$66K +425 +17%
LFG
715
Larson Financial Group
Missouri
$447K -$38.8K -249 -8%
3LCM
716
3D/L Capital Management
Connecticut
$447K +$59.3K +381 +15%
SAM
717
Silverhawk Asset Management
Arizona
$446K
VC
718
Veracity Capital
Georgia
$446K
4WM
719
4J Wealth Management
Virginia
$445K -$1.25K -8 -0.3%
YIH
720
Y-Intercept (HK)
Hong Kong
$444K +$444K +2,853 New
SDAM
721
Shulman DeMeo Asset Management
New York
$443K +$2.02K +13 +0.5%
LWM
722
Liberty Wealth Management
California
$443K +$443K +2,850 New
CIC
723
Carnegie Investment Counsel
Ohio
$441K +$9.64K +62 +2%
CW
724
Connectus Wealth
Ohio
$440K +$440K +2,807 New
RTS
725
Round Table Services
New Jersey
$438K +$144K +923 +49%