IVE icon

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 %
MFA
726
Mayflower Financial Advisors
Massachusetts
$437K +$77K +494 +21%
TTWM
727
TCV Trust & Wealth Management
Virginia
$436K
SWM
728
Stockman Wealth Management
Montana
$436K
NAG
729
Northstar Advisory Group
New Jersey
$435K +$435K +2,792 New
MYIA
730
Mount Yale Investment Advisors
Colorado
$433K -$3.34M -21,469 -89%
ACP
731
Arcus Capital Partners
Georgia
$433K
CIAS
732
Capital Investment Advisory Services
North Carolina
$433K +$110K +704 +34%
SPP
733
Single Point Partners
Massachusetts
$433K +$231K +1,481 +114%
PFBT
734
Parkside Financial Bank & Trust
Missouri
$431K
BWM
735
Blossom Wealth Management
California
$429K +$51K +328 +13%
OPA
736
Old Port Advisors
Maine
$423K -$50.8K -325 -11%
GCA
737
Gradient Capital Advisors
California
$422K
WI
738
Wintrust Investments
Illinois
$421K +$1.4K +9 +0.3%
AIS
739
American Investment Services
Massachusetts
$420K
ST
740
Spinnaker Trust
Maine
$419K +$11.5K +74 +3%
FPGK
741
Financial Partners Group (Kansas)
Kansas
$419K +$15.3K +98 +4%
PIA
742
Perennial Investment Advisors
California
$413K
WPWM
743
Western Pacific Wealth Management
Illinois
$412K
SSB
744
Sandy Spring Bank
Maryland
$411K -$6.84K -44 -2%
DWM
745
Darwin Wealth Management
Florida
$408K -$13.2K -85 -3%
HCM
746
Hutchinson Capital Management
California
$408K +$156 +1 +0%
FIB
747
First Interstate Bank
Montana
$405K -$10.9K -70 -3%
WF
748
Welch & Forbes
Massachusetts
$405K
CPSAC
749
Chas P. Smith & Associates (CPS)
Florida
$405K
MC
750
Mathes Company
New York
$405K