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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.

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 %
IIL
951
Insight Inv LLC
California
$59K +$59K +376 New
CBT
952
CoreFirst Bank & Trust
Kansas
$56K
TLFA
953
True Link Financial Advisors
California
$55K
CPFP
954
Clear Perspectives Financial Planning
Ohio
$53K
WT
955
Washington Trust
Rhode Island
$52K
PO
956
Private Ocean
California
$52K +$36.3K +232 +232%
POIA
957
Pin Oak Investment Advisors
Texas
$48K
CT
958
Cambridge Trust
Massachusetts
$47K +$47K +300 New
RP
959
Rice Partnership
Hawaii
$46K
WB
960
Webster Bank
Connecticut
$46K +$30.4K +194 +194%
CFCI
961
Comprehensive Financial Consultants Institutional
Indiana
$46K +$46K +305 New
JFA
962
JNBA Financial Advisors
Minnesota
$45K
TWA
963
TCI Wealth Advisors
Arizona
$45K
RFA
964
Reilly Financial Advisors
California
$45K
AP
965
Atwood & Palmer
Missouri
$42K
LC
966
Lindbrook Capital
California
$42K +$42K +271 New
OHWP
967
Oak Harbor Wealth Partners
North Carolina
$42K +$42K +271 New
PP
968
PrairieView Partners
Minnesota
$41K
IBOK
969
Independence Bank of Kentucky
Kentucky
$39K +$1.4K +9 +4%
AHIA
970
Andrew Hill Investment Advisors
Florida
$39K +$39K +250 New
AWM
971
Atticus Wealth Management
Florida
$38K -$54.5K -350 -59%
IWMA
972
Ironwood Wealth Management (Arizona)
Arizona
$38K
RA
973
Rise Advisors
New York
$37.4K +$37.4K +238 New
AWM
974
Activest Wealth Management
Florida
$37K
CWP
975
Concord Wealth Partners
Virginia
$37K +$37K +239 New