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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 %
EWM
776
Empirical Wealth Management
Washington
$358K
GGS
777
Galvin Gaustad & Stein
Arizona
$355K -$94.4K -607 -21%
OCPWS
778
One Charles Private Wealth Services
Massachusetts
$355K
MW
779
Milestone Wealth
New York
$355K
1CP
780
17 Capital Partners
Arizona
$354K
PWA
781
Peterson Wealth Advisors
Utah
$353K -$77.1K -495 -18%
CFAM
782
Coury Firm Asset Management
Pennsylvania
$353K +$353K +2,267 New
CCA
783
Cottonwood Capital Advisors
Utah
$349K -$6.7K -43 -2%
HIS
784
Harvest Investment Services
Illinois
$349K -$156 -1 -0%
T2I
785
Turim 21 Investimentos
Brazil
$347K +$347K +2,227 New
TWM
786
Tradition Wealth Management
Minnesota
$346K +$467 +3 +0.1%
CCM
787
Colorado Capital Management
Colorado
$346K +$14.2K +91 +4%
VAFP
788
Vahanian & Associates Financial Planning
New York
$343K -$1.31M -8,413 -79%
BFA
789
Beaumont Financial Advisors
Massachusetts
$342K
WB
790
Webster Bank
Connecticut
$342K +$296K +1,903 +647%
LJAC
791
L.J. Altfest & Co
New York
$340K -$6.85K -44 -2%
FEM
792
Fulcrum Equity Management
Texas
$339K +$339K +2,180 New
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$338K -$104K -669 -24%
GA
794
Greenspring Advisors
Maryland
$338K -$36.7K -236 -10%
IFA
795
Interactive Financial Advisors
Illinois
$338K -$25.3K -163 -7%
XF
796
XML Financial
Maryland
$337K
OC
797
Oarsman Capital
Wisconsin
$333K +$24.4K +157 +8%
PG
798
Patten Group
Tennessee
$333K +$333K +2,136 New
HTC
799
Haverford Trust Company
Pennsylvania
$328K
ST
800
Sabal Trust
Florida
$326K -$14.6K -94 -4%