We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

1,061 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, 415 increasing their positions, 340 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $6.74M

22% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 340

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.42% less ownership

Funds ownership: 70.63%70.21% (-0.42%)

1% less funds holding

Funds holding: 1,0721,061 (-11)

7% less funds holding in top 10

Funds holding in top 10: 9790 (-7)

9% less capital invested

Capital invested by funds: $18.3B → $16.6B (-$1.71B)

Holders
1,061
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
415
Reduced
340
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
851
Edge Capital Group
Georgia
$260K
MA
852
MONECO Advisors
Connecticut
$260K +$2.36K +16 +0.9%
AA
853
Ancora Advisors
Ohio
$260K +$20.5K +139 +8%
USCWA
854
U.S. Capital Wealth Advisors
Texas
$260K +$279K +1,890 New
GGS
855
Galvin Gaustad & Stein
Arizona
$259K -$59K -400 -18%
CTB
856
Country Trust Bank
Illinois
$258K
TFGT
857
TS Financial Group (TSFG)
Illinois
$254K +$15.3K +104 +6%
GIA
858
Guyasuta Investment Advisors
Pennsylvania
$253K
FFA
859
First Foundation Advisors
California
$247K -$4.43K -30 -2%
RMCM
860
Reynders McVeigh Capital Management
Massachusetts
$247K
VAS
861
Vestmark Advisory Solutions
Massachusetts
$244K -$12.5K -85 -5%
RWP
862
Revolve Wealth Partners
New Jersey
$243K +$260K +1,765 New
HCM
863
Howland Capital Management
Massachusetts
$242K
LP
864
LGL Partners
Pennsylvania
$241K +$1.03K +7 +0.4%
AWA
865
Acorn Wealth Advisors
Michigan
$241K +$9.74K +66 +4%
PI
866
Putnam Investments
Massachusetts
$241K +$259K +1,752 New
WW
867
Westshore Wealth
California
$240K +$1.03K +7 +0.4%
PWA
868
Physician Wealth Advisors
Utah
$239K -$364K -2,468 -60%
TSWM
869
Tyler-Stone Wealth Management
Ohio
$236K
BSB
870
Bangor Savings Bank
Maine
$236K +$9K +61 +4%
LSA
871
Lion Street Advisors
Texas
$233K -$14.8K -100 -6%
MCM
872
Murphy Capital Management
New Jersey
$233K
RWA
873
Redhawk Wealth Advisors
Minnesota
$231K -$488K -3,304 -66%
CCA
874
Column Capital Advisors
Indiana
$229K
GWM
875
Greenhouse Wealth Management
Connecticut
$229K