IVE icon

iShares S&P 500 Value ETF

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
FDS
851
Freedom Day Solutions
Texas
$241K -$8.78K -56 -4%
LSA
852
Lion Street Advisors
Texas
$241K
ECG
853
Edge Capital Group
Georgia
$239K
C
854
CEDRUS
Colorado
$239K +$239K +1,525 New
TCA
855
Transcend Capital Advisors
New Jersey
$237K
SHWM
856
Silicon Hills Wealth Management
Texas
$236K -$24.6K -157 -9%
MMG
857
Monetary Management Group
Missouri
$235K
WIC
858
Woodmont Investment Counsel
Tennessee
$235K
WCM
859
Wealthcare Capital Management
Virginia
$234K +$15.6K +100 +7%
KCM
860
KRS Capital Management
Michigan
$234K +$234K +1,495 New
BWM
861
BerganKDV Wealth Management
Minnesota
$233K +$81.5K +520 +54%
BPC
862
Banque Pictet & Cie
Switzerland
$233K +$233K +1,485 New
RG
863
Retirement Group
California
$232K -$4.7K -30 -2%
FPCG
864
Fort Pitt Capital Group
Pennsylvania
$232K
ST
865
Sentinel Trust
Texas
$231K +$231K +1,474 New
GLA
866
Good Life Advisors
Pennsylvania
$226K -$1.73K -11 -0.8%
SFPM
867
Sensible Financial Planning & Management
Massachusetts
$226K
HBT
868
Hills Bank & Trust
Iowa
$225K
FCH
869
Freestone Capital Holdings
Washington
$225K +$313 +2 +0.1%
IIC
870
Ironwood Investment Counsel
Arizona
$224K
PL
871
Parthenon LLC
Kentucky
$223K
TC
872
TownSquare Capital
Utah
$222K
SQA
873
Simon Quick Advisors
New Jersey
$220K +$314 +2 +0.1%
SIS
874
SVB Investment Services
Utah
$220K +$220K +1,370 New
AT
875
American Trust
Kentucky
$219K +$219K +1,401 New