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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 %
FCMT
901
Founders Capital Management (Texas)
Texas
$151K -$8.5K -66 -5%
TH
902
TCTC Holdings
Texas
$151K
BWL
903
Bogart Wealth LLC
Virginia
$150K +$18.4K +143 +14%
MIFH
904
Migdal Insurance & Financial Holdings
Israel
$148K
Lazard Asset Management
905
Lazard Asset Management
New York
$147K
RCM
906
Raleigh Capital Management
North Carolina
$143K +$46.5K +363 +48%
FA
907
Faithward Advisors
Pennsylvania
$141K
TCOV
908
Trust Company of Vermont
Vermont
$140K -$2.19K -17 -2%
ANBT
909
American National Bank & Trust
Texas
$140K +$140K +1,087 New
LPIC
910
LeJeune Puetz Investment Counsel
Michigan
$138K
EWM
911
Evermay Wealth Management
Virginia
$137K +$70.6K +550 +106%
VWM
912
Valley Wealth Managers
New Jersey
$132K -$27.7K -215 -17%
BA
913
Ballast Advisors
Minnesota
$130K
ZIG
914
Zullo Investment Group
Pennsylvania
$129K -$772 -6 -0.6%
MAWCM
915
Mine & Arao Wealth Creation & Management
California
$127K
MCM
916
Manchester Capital Management
Vermont
$125K -$9.11K -71 -7%
SBL
917
Sargent Bickham Lagudis
Colorado
$125K +$256 +2 +0.2%
MFC
918
Mechanics Financial Corp
Ohio
$119K
BA
919
Bellwether Advisors
Nebraska
$117K -$304K -2,378 -72%
PWM
920
Provident Wealth Management
Tennessee
$109K
MHR
921
Matthew Hamilton Rosenberg
$98K
NMG
922
New Millennium Group
Utah
$96K
LPP
923
Life Planning Partners
Florida
$92.8K
CFD
924
Creative Financial Designs
Indiana
$92K -$70.6K -549 -43%
CSB
925
City State Bank
Iowa
$87K