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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 %
ACM
876
Armbruster Capital Management
New York
$244K -$13.4K -86 -5%
RMDI
877
R.M. Davis Inc
Maine
$243K
SHWM
878
Silicon Hills Wealth Management
Texas
$243K +$9.01K +58 +4%
PFM
879
Parsec Financial Management
North Carolina
$242K -$67.5K -433 -22%
CG
880
Caprock Group
Idaho
$241K
SFP
881
Strategic Financial Partners
Oregon
$237K -$9.34K -60 -4%
FCFC
882
First Citizens Financial Corp
Iowa
$237K -$2.8K -18 -1%
TCA
883
Transcend Capital Advisors
New Jersey
$235K -$624 -4 -0.3%
CWS
884
Cypress Wealth Services
California
$235K +$235K +1,509 New
WIC
885
Woodmont Investment Counsel
Tennessee
$234K
MMG
886
Monetary Management Group
Missouri
$234K
RDFA
887
Ritter Daniher Financial Advisory
Ohio
$233K -$22.6K -145 -9%
BWM
888
Baystate Wealth Management
Massachusetts
$233K +$172K +1,103 +281%
KCM
889
KRS Capital Management
Michigan
$232K
FPCG
890
Fort Pitt Capital Group
Pennsylvania
$231K
CCM
891
Cribstone Capital Management
Maine
$230K -$46.2K -296 -17%
ST
892
Sentinel Trust
Texas
$230K
PAI
893
Pittenger & Anderson Inc
Nebraska
$227K -$14K -90 -6%
SFPM
894
Sensible Financial Planning & Management
Massachusetts
$224K
GLA
895
Good Life Advisors
Pennsylvania
$224K
VWA
896
V Wealth Advisors
Kansas
$223K +$223K +1,437 New
IIC
897
Ironwood Investment Counsel
Arizona
$222K
PWM
898
Pinnacle Wealth Management
California
$222K +$222K +1,427 New
PL
899
Parthenon LLC
Kentucky
$221K
TC
900
TownSquare Capital
Utah
$221K