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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 %
CFA
751
CWS Financial Advisors
Michigan
$403K
IC
752
Intersect Capital
California
$398K +$137K +876 +52%
IRAG
753
Investment Research & Advisory Group
Georgia
$396K
EVM
754
Eaton Vance Management
Massachusetts
$396K
ZF
755
Zhang Financial
Michigan
$393K
SSW
756
Stone Summit Wealth
Florida
$393K +$393K +2,511 New
WEG
757
World Equity Group
Illinois
$393K +$393K +2,522 New
PP
758
Prudential plc
United Kingdom
$389K +$389K +2,500 New
BBHBI
759
B, B, H, & B Inc
Alabama
$388K -$25.2K -162 -6%
E
760
ETFidea
New York
$383K -$309K -1,985 -45%
VWM
761
Valley Wealth Managers
New Jersey
$380K
DC
762
Davenport & Co
Virginia
$377K -$5.3K -34 -1%
FNBOSM
763
First National Bank of South Miami
Florida
$374K -$8.26K -53 -2%
OIS
764
Okabena Investment Services
Minnesota
$374K
EI
765
Ellevest Inc
New York
$374K +$935 +6 +0.3%
KA
766
Klingman & Associates
New York
$372K
VWA
767
Visionary Wealth Advisors
Illinois
$371K +$10.1K +65 +3%
BFM
768
Boston Financial Management
Massachusetts
$369K -$1.56K -10 -0.4%
CWM
769
Chesapeake Wealth Management
Virginia
$369K
HIIFS
770
Harel Insurance Investments & Financial Services
Israel
$368K
CAM
771
Close Asset Management
United Kingdom
$368K
DT
772
Diversified Trust
Tennessee
$366K +$366K +2,351 New
BCI
773
Brinker Capital Investments
Pennsylvania
$360K -$38.3K -246 -10%
IFWM
774
Institute for Wealth Management
Colorado
$360K -$19.6K -126 -5%
RG
775
Retirement Group
California
$359K +$128K +824 +56%