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iShares S&P 500 Value ETF

1,057 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, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
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
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
W
876
Wealthquest
Ohio
$226K
GA
877
Greenspring Advisors
Maryland
$225K -$74.3K -539 -25%
MHS
878
M Holdings Securities
Oregon
$225K -$3.85K -28 -2%
LWM
879
Laidlaw Wealth Management
New York
$223K +$44.6K +325 +25%
RMDI
880
R.M. Davis Inc
Maine
$222K +$7.29K +53 +3%
TYCC
881
Texas Yale Capital Corp
Florida
$220K
AP
882
Appleton Partners
Massachusetts
$218K
CBN
883
Cadence Bank NA
Texas
$217K -$413 -3 -0.2%
FFA
884
Founders Financial Alliance
North Carolina
$217K +$51.1K +371 +31%
WSTAM
885
Wilbanks Smith & Thomas Asset Management
Virginia
$216K -$20.9K -152 -9%
UFA
886
US Financial Advisors
Massachusetts
$215K -$9.35K -68 -4%
KOMWMG
887
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$215K +$215K +1,563 New
PFM
888
Parsec Financial Management
North Carolina
$214K
TWM
889
Titus Wealth Management
California
$209K -$10.3K -75 -5%
SFP
890
Strategic Financial Partners
Oregon
$209K
CWS
891
Cypress Wealth Services
California
$209K +$1.65K +12 +0.8%
FHA
892
Flagship Harbor Advisors
Massachusetts
$208K -$76.9K -560 -27%
IGWM
893
ICA Group Wealth Management
Colorado
$208K +$208K +1,395 New
CI
894
Cambiar Investors
Colorado
$208K +$208K +1,516 New
MFG
895
Merit Financial Group
Georgia
$207K +$207K +1,505 New
TCA
896
Transcend Capital Advisors
New Jersey
$206K -$1.24K -9 -0.6%
WIC
897
Woodmont Investment Counsel
Tennessee
$206K
MMG
898
Monetary Management Group
Missouri
$206K
HNWAG
899
High Net Worth Advisory Group
Florida
$206K +$96.1K +700 +88%
KCM
900
KRS Capital Management
Michigan
$205K