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iShares S&P 500 Value ETF

1,057 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, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
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
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
751
Personal Capital Advisors
California
$372K -$68.9K -501 -16%
WI
752
Wintrust Investments
Illinois
$372K +$137 +1 +0%
ST
753
Spinnaker Trust
Maine
$370K
EWM
754
Empirical Wealth Management
Washington
$370K +$53.9K +392 +17%
T
755
TRUADVICE
Florida
$367K -$13.9M -96,149 -97%
LWM
756
Liberty Wealth Management
California
$367K -$24.6K -179 -6%
PFBT
757
Parkside Financial Bank & Trust
Missouri
$367K -$12.9K -94 -3%
PIA
758
Perennial Investment Advisors
California
$365K
WPWM
759
Western Pacific Wealth Management
Illinois
$363K
SSB
760
Sandy Spring Bank
Maryland
$363K
HTC
761
Haverford Trust Company
Pennsylvania
$363K +$73.5K +535 +25%
FPGK
762
Financial Partners Group (Kansas)
Kansas
$361K -$8.66K -63 -2%
HCM
763
Hutchinson Capital Management
California
$361K +$275 +2 +0.1%
EVM
764
Eaton Vance Management
Massachusetts
$361K +$10.9K +79 +3%
1CP
765
17 Capital Partners
Arizona
$359K +$46.7K +340 +15%
CPSAC
766
Chas P. Smith & Associates (CPS)
Florida
$358K
FIB
767
First Interstate Bank
Montana
$358K
WF
768
Welch & Forbes
Massachusetts
$357K
MC
769
Mathes Company
New York
$357K
CFA
770
CWS Financial Advisors
Michigan
$356K
IC
771
Intersect Capital
California
$351K
IRAG
772
Investment Research & Advisory Group
Georgia
$350K
ZF
773
Zhang Financial
Michigan
$350K +$3.03K +22 +0.9%
JFG
774
JMG Financial Group
Illinois
$347K +$81.5K +592 +31%
SSW
775
Stone Summit Wealth
Florida
$346K