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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 %
MFC
951
Mechanics Financial Corp
Ohio
$144K
HNWAG
952
High Net Worth Advisory Group
Florida
$125K
MHR
953
Matthew Hamilton Rosenberg
$119K +$51.9K +333 +77%
RCM
954
Raleigh Capital Management
North Carolina
$117K +$117K +750 New
LPP
955
Life Planning Partners
Florida
$113K
FCMT
956
Founders Capital Management (Texas)
Texas
$111K
RIM
957
Rockbridge Investment Management
New York
$108K +$30K +192 +38%
CSB
958
City State Bank
Iowa
$105K
CA
959
Crewe Advisors
Utah
$104K +$97K +622 +1,382%
LB
960
Legacy Bridge
Iowa
$101K
MWM
961
Mascoma Wealth Management
New Hampshire
$99K +$99K +638 New
TF
962
Tompkins Financial
New York
$96K
CAAS
963
Capital Asset Advisory Services
Michigan
$95K
BWM
964
BerganKDV Wealth Management
Minnesota
$94K -$137K -882 -59%
KTC
965
Kistler-Tiffany Companies
Pennsylvania
$89K
EW
966
Element Wealth
Mississippi
$87K -$21.7K -140 -20%
BBPWM
967
Blue Bell Private Wealth Management
Pennsylvania
$86K +$70.3K +452 +448%
WAM
968
Worth Asset Management
Texas
$86K +$86K +599 New
KC
969
Knuff & Co
California
$83K
EWM
970
Evermay Wealth Management
Virginia
$81K
CWA
971
Clearview Wealth Advisors
Oregon
$79K
CHC
972
City Holding Co
West Virginia
$79K +$63.5K +410 +410%
PMFA
973
Plante Moran Financial Advisors
Michigan
$78K -$121K -778 -61%
RFWA
974
RPg Family Wealth Advisory
Massachusetts
$71.3K
FP
975
Financial Perspectives
Minnesota
$70.6K +$312 +2 +0.4%