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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 %
FCH
901
Freestone Capital Holdings
Washington
$219K -$4.82K -31 -2%
MOS
902
MGO One Seven
Ohio
$219K +$219K +1,404 New
SQA
903
Simon Quick Advisors
New Jersey
$218K +$155 +1 +0.1%
AF
904
Alerus Financial
North Dakota
$217K -$25.6K -165 -11%
RCA
905
Rex Capital Advisors
Rhode Island
$217K
SAM
906
Secure Asset Management
Michigan
$217K +$217K +1,392 New
HBT
907
Hills Bank & Trust
Iowa
$216K -$7.79K -50 -3%
SIS
908
SVB Investment Services
Utah
$214K +$468 +3 +0.2%
GIA
909
Goodwin Investment Advisory
Georgia
$213K -$113K -727 -35%
BFS
910
Bard Financial Services
Connecticut
$213K
AW
911
ACG Wealth
Georgia
$212K -$506K -3,247 -70%
WBC
912
West Branch Capital
Massachusetts
$211K
JEST
913
JTC Employer Solutions Trustee
Jersey
$211K
FPOC
914
Financial Planners of Cleveland
Ohio
$209K -$192K -1,231 -48%
TFCP
915
Twin Focus Capital Partners
Massachusetts
$209K
ACI
916
Alpha Cubed Investments
California
$209K
CTFG
917
Capstone Triton Financial Group
Oklahoma
$206K -$46.6K -310 -18%
DHGWA
918
Dixon Hughes Goodman Wealth Advisors
North Carolina
$206K
FDS
919
Freedom Day Solutions
Texas
$205K -$34.2K -220 -14%
CP
920
Covenant Partners
Tennessee
$205K
LTL
921
Lowery Thomas LLC
California
$204K +$204K +1,309 New
RF
922
RHS Financial
California
$203K
WP
923
Wealthspan Partners
Iowa
$203K +$3.11K +20 +2%
OWA
924
One Wealth Advisors
California
$203K +$203K +1,302 New
VFPI
925
Vantage Financial Partners (Illinois)
Illinois
$202K