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iShares S&P 500 Value ETF

1,039 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 374 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
-18
Holders Change %
-1.7%
% of All Funds
17.97%
Holding in Top 10
85
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.56%
% of All Funds
1.47%
New
62
Increased
374
Reduced
363
Closed
67
Calls
$19.5M
Puts
$3.16M
Net Calls
+$16.4M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
851
TS Financial Group (TSFG)
Illinois
$224K -$13.9K -108 -6%
WW
852
Westshore Wealth
California
$224K
CWS
853
Cypress Wealth Services
California
$224K +$24.5K +187 +12%
WAOTB
854
Wealth Advisors of Tampa Bay
Florida
$223K -$223K -1,736 -50%
OPPS
855
Obsidian Personal Planning Solutions
Maryland
$223K -$135K -1,049 -38%
TFCP
856
Twin Focus Capital Partners
Massachusetts
$221K -$55.9K -435 -20%
BSB
857
Bangor Savings Bank
Maine
$221K
MFG
858
Merit Financial Group
Georgia
$221K +$27.7K +216 +14%
HCM
859
Highview Capital Management
Illinois
$221K +$221K +1,716 New
TSWM
860
Tyler-Stone Wealth Management
Ohio
$220K
AP
861
Appleton Partners
Massachusetts
$216K +$12.8K +100 +6%
GGS
862
Galvin Gaustad & Stein
Arizona
$215K -$26.6K -207 -11%
RWA
863
Redhawk Wealth Advisors
Minnesota
$214K -$2.31K -18 -1%
GWM
864
Greenhouse Wealth Management
Connecticut
$214K
CCA
865
Column Capital Advisors
Indiana
$214K
RMDI
866
R.M. Davis Inc
Maine
$214K +$7.18K +56 +3%
AIP
867
Ahrens Investment Partners
Louisiana
$212K
W
868
Wealthquest
Ohio
$212K
NWA
869
Navis Wealth Advisors
New York
$211K -$58.4K -455 -22%
KWM
870
Kingsview Wealth Management
Oregon
$211K -$38.9K -303 -16%
GA
871
Greenspring Advisors
Maryland
$210K +$257 +2 +0.1%
LSA
872
Lion Street Advisors
Texas
$210K +$12.9K +100 +7%
CHC
873
City Holding Co
West Virginia
$209K +$25.7K +200 +14%
TYCC
874
Texas Yale Capital Corp
Florida
$206K
TCA
875
Transcend Capital Advisors
New Jersey
$206K +$13.5K +105 +7%