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iShares S&P 500 Value ETF

1,039 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 374 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
-18
Holders Change %
-1.7%
% of All Funds
17.97%
Holding in Top 10
85
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.56%
% of All Funds
1.47%
New
62
Increased
374
Reduced
363
Closed
67
Calls
$19.5M
Puts
$3.16M
Net Calls
+$16.4M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
726
Perigon Wealth Management
California
$359K
ACP
727
Arcus Capital Partners
Georgia
$359K
CL
728
CIM LLC
New York
$357K +$357K +2,486 New
BWM
729
Blossom Wealth Management
California
$355K -$8.22K -64 -2%
CW
730
Connectus Wealth
Ohio
$352K -$9.65K -75 -3%
SOS
731
Silver Oak Securities
Tennessee
$351K +$351K +2,280 New
AIS
732
American Investment Services
Massachusetts
$349K -$3.6K -28 -1%
GCA
733
Gradient Capital Advisors
California
$349K
WI
734
Wintrust Investments
Illinois
$348K +$257 +2 +0.1%
CF
735
Centaurus Financial
California
$348K +$33.1K +258 +11%
ST
736
Spinnaker Trust
Maine
$346K
SW
737
SteelPeak Wealth
California
$345K -$165K -1,284 -32%
OC
738
Oarsman Capital
Wisconsin
$345K +$34.7K +270 +11%
LWM
739
Laidlaw Wealth Management
New York
$345K +$136K +1,063 +65%
IA
740
IFG Advisory
Georgia
$345K +$345K +2,684 New
CIAS
741
Capital Investment Advisory Services
North Carolina
$343K -$69.4K -540 -17%
PFBT
742
Parkside Financial Bank & Trust
Missouri
$343K
LWM
743
Liberty Wealth Management
California
$342K -$899 -7 -0.3%
FF
744
Francis Financial
$340K -$11K -86 -3%
PA
745
PFG Advisors
Arizona
$340K +$340K +2,647 New
FPGK
746
Financial Partners Group (Kansas)
Kansas
$339K +$1.16K +9 +0.3%
SSB
747
Sandy Spring Bank
Maryland
$337K -$3.22K -25 -0.9%
IFA
748
Interactive Financial Advisors
Illinois
$335K -$11.1K -86 -3%
CPSAC
749
Chas P. Smith & Associates (CPS)
Florida
$335K
WF
750
Welch & Forbes
Massachusetts
$334K