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iShares S&P 500 Value ETF

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
901
Manchester Capital Management
Vermont
$196K -$2.98K -19 -1%
FFA
902
Founders Financial Alliance
North Carolina
$189K
BWL
903
Bogart Wealth LLC
Virginia
$187K +$24.3K +155 +15%
TH
904
TCTC Holdings
Texas
$184K
Lazard Asset Management
905
Lazard Asset Management
New York
$180K
MIFH
906
Migdal Insurance & Financial Holdings
Israel
$179K
TCOV
907
Trust Company of Vermont
Vermont
$173K +$173K +1,103 New
KFI
908
Key Financial Inc
Pennsylvania
$169K +$2.03K +13 +1%
LPIC
909
LeJeune Puetz Investment Counsel
Michigan
$168K
ZIG
910
Zullo Investment Group
Pennsylvania
$158K +$158K +1,009 New
MAWCM
911
Mine & Arao Wealth Creation & Management
California
$154K +$51.1K +326 +50%
CHA
912
Carmichael Hill & Associates
Maryland
$152K
SBL
913
Sargent Bickham Lagudis
Colorado
$152K +$30K +192 +25%
BA
914
Ballast Advisors
Minnesota
$151K
BFEC
915
Benjamin F. Edwards & Company
Missouri
$148K
MFC
916
Mechanics Financial Corp
Ohio
$145K +$145K +925 New
LWA
917
Lenox Wealth Advisors
New York
$135K
PWM
918
Provident Wealth Management
Tennessee
$133K
AC
919
AlphaCore Capital
California
$129K +$91.1K +580 +241%
HNWAG
920
High Net Worth Advisory Group
Florida
$125K +$125K +800 New
AIM
921
AHL Investment Management
Florida
$119K +$119K +760 New
LPP
922
Life Planning Partners
Florida
$113K +$113K +722 New
FCMT
923
Founders Capital Management (Texas)
Texas
$111K -$6.92K -44 -6%
EW
924
Element Wealth
Mississippi
$110K -$6.28K -40 -5%
CSB
925
City State Bank
Iowa
$106K +$106K +676 New