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iShares S&P 500 Value ETF

1,061 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 415 increasing their positions, 340 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $6.74M

22% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 340

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.42% less ownership

Funds ownership: 70.63%70.21% (-0.42%)

1% less funds holding

Funds holding: 1,0721,061 (-11)

7% less funds holding in top 10

Funds holding in top 10: 9790 (-7)

9% less capital invested

Capital invested by funds: $18.3B → $16.6B (-$1.71B)

Holders
1,061
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
415
Reduced
340
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Change in
Stake
OPW
726
Oxler Private Wealth
New York
$405K +$1.92K +13 +0.4%
SC
727
Saiph Capital
New Jersey
$402K +$241K +1,632 +126%
SXL
728
Summit X LLC
Missouri
$402K -$1.77K -12 -0.4%
WCG
729
Weaver Consulting Group
California
$399K -$122K -828 -22%
TFS
730
TrustCore Financial Services
Tennessee
$399K -$6.49K -44 -1%
FWA
731
FSM Wealth Advisors
Ohio
$396K +$403K +2,732 New
4WM
732
4J Wealth Management
Virginia
$395K +$2.95K +20 +0.7%
QC
733
Quent Capital
New York
$394K -$256K -1,737 -38%
SDAM
734
Shulman DeMeo Asset Management
New York
$393K +$1.77K +12 +0.4%
LFG
735
Larson Financial Group
Missouri
$390K -$4.72K -32 -1%
BWM
736
Blossom Wealth Management
California
$389K +$10.3K +70 +3%
RC
737
RegentAtlantic Capital
New Jersey
$388K -$14.6K -99 -3%
FF
738
Francis Financial
$388K +$404K +2,735 New
WFA
739
Wipfli Financial Advisors
Wisconsin
$388K +$416K +2,821 New
RTS
740
Round Table Services
New Jersey
$387K
CW
741
Connectus Wealth
Ohio
$386K +$590 +4 +0.1%
SWM
742
Stockman Wealth Management
Montana
$385K
TTWM
743
TCV Trust & Wealth Management
Virginia
$385K
Neuberger Berman Group
744
Neuberger Berman Group
New York
$385K +$413K +2,798 New
PWM
745
Perigon Wealth Management
California
$384K -$110K -747 -21%
ACP
746
Arcus Capital Partners
Georgia
$384K +$1.77K +12 +0.4%
OPPS
747
Obsidian Personal Planning Solutions
Maryland
$383K +$411K +2,784 New
VC
748
Veracity Capital
Georgia
$380K -$14.3K -97 -3%
AIS
749
American Investment Services
Massachusetts
$377K +$6.94K +47 +2%
GCA
750
Gradient Capital Advisors
California
$373K