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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 %
T
851
TCWP
Ohio
$270K -$6.5M -41,817 -96%
KPWS
852
Kestra Private Wealth Services
Texas
$270K +$71.3K +458 +36%
WW
853
Westshore Wealth
California
$270K +$270K +1,737 New
LC
854
LCNB Corp
Ohio
$268K
TSWM
855
Tyler-Stone Wealth Management
Ohio
$267K +$3.43K +22 +1%
CPIA
856
Cornell Pochily Investment Advisors
New York
$266K
MCM
857
Murphy Capital Management
New Jersey
$264K
AWA
858
Acorn Wealth Advisors
Michigan
$262K +$19.4K +125 +8%
ECM
859
Evergreen Capital Management
Washington
$261K +$15.8K +101 +6%
CCA
860
Column Capital Advisors
Indiana
$260K
GWM
861
Greenhouse Wealth Management
Connecticut
$259K
MHS
862
M Holdings Securities
Oregon
$259K +$259K +1,665 New
W
863
Wealthquest
Ohio
$258K
BSB
864
Bangor Savings Bank
Maine
$258K +$258K +1,658 New
WA1
865
Wimmer Associates 1
California
$257K
WSTAM
866
Wilbanks Smith & Thomas Asset Management
Virginia
$257K +$4.32K +29 +2%
AIP
867
Ahrens Investment Partners
Louisiana
$255K
LSA
868
Lion Street Advisors
Texas
$255K +$15.6K +100 +7%
UFA
869
US Financial Advisors
Massachusetts
$254K
HWMA
870
Heritage Wealth Management (Arizona)
Arizona
$251K +$251K +1,610 New
MWPCG
871
Measured Wealth Private Client Group
New Hampshire
$250K
TYCC
872
Texas Yale Capital Corp
Florida
$249K
TWM
873
Titus Wealth Management
California
$248K
AP
874
Appleton Partners
Massachusetts
$247K
CBN
875
Cadence Bank NA
Texas
$246K