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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 %
UL
876
Unionview LLC
Washington
$205K +$205K +1,592 New
KWM
877
Keebeck Wealth Management
Illinois
$204K -$117K -912 -36%
MHS
878
M Holdings Securities
Oregon
$204K -$6.03K -47 -3%
IWA
879
Icon Wealth Advisors
Texas
$203K +$203K +1,580 New
WSTAM
880
Wilbanks Smith & Thomas Asset Management
Virginia
$202K
KOMWMG
881
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$1.28K +10 +0.6%
CIC
882
Chilton Investment Company
Connecticut
$202K +$202K +1,572 New
UFA
883
US Financial Advisors
Massachusetts
$201K
WB
884
Webster Bank
Connecticut
$194K +$138K +1,075 +246%
MMG
885
Monetary Management Group
Missouri
$193K
CA
886
Crewe Advisors
Utah
$192K +$55.8K +435 +41%
WBC
887
West Branch Capital
Massachusetts
$187K +$12.9K +100 +7%
CCM
888
Cribstone Capital Management
Maine
$185K -$4.5K -35 -2%
BFEC
889
Benjamin F. Edwards & Company
Missouri
$180K -$3.83M -29,862 -96%
PAI
890
Pittenger & Anderson Inc
Nebraska
$180K -$7.99K -62 -4%
HBT
891
Hills Bank & Trust
Iowa
$178K
JEST
892
JTC Employer Solutions Trustee
Jersey
$174K
RG
893
Retirement Group
California
$173K -$135K -1,053 -44%
CP
894
Covenant Partners
Tennessee
$169K
HWMA
895
Heritage Wealth Management (Arizona)
Arizona
$169K +$1.03K +8 +0.6%
CHA
896
Carmichael Hill & Associates
Maryland
$167K +$32.3K +251 +24%
HBW
897
Hazlett, Burt & Watson
West Virginia
$166K +$4.5K +35 +3%
SWM
898
Sugarloaf Wealth Management
Georgia
$164K
FFA
899
Founders Financial Alliance
North Carolina
$155K -$47.7K -371 -24%
HPC
900
HM Payson & Co
Maine
$153K