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iShares S&P 500 Value ETF

1,061 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 415 increasing their positions, 340 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $6.74M

22% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 340

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.42% less ownership

Funds ownership: 70.63%70.21% (-0.42%)

1% less funds holding

Funds holding: 1,0721,061 (-11)

7% less funds holding in top 10

Funds holding in top 10: 9790 (-7)

9% less capital invested

Capital invested by funds: $18.3B → $16.6B (-$1.71B)

Holders
1,061
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
415
Reduced
340
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
Mascoma Wealth Management
New Hampshire
$88K
TF
952
Tompkins Financial
New York
$85K
CAAS
953
Capital Asset Advisory Services
Michigan
$84K
BWM
954
BerganKDV Wealth Management
Minnesota
$83K
WAM
955
Worth Asset Management
Texas
$82K
KTC
956
Kistler-Tiffany Companies
Pennsylvania
$78K
EW
957
Element Wealth
Mississippi
$77K
BBPWM
958
Blue Bell Private Wealth Management
Pennsylvania
$76K
ACA
959
Aptus Capital Advisors
Alabama
$75K +$46.6K +316 +136%
KC
960
Knuff & Co
California
$73K
EWM
961
Evermay Wealth Management
Virginia
$71K
CWA
962
Clearview Wealth Advisors
Oregon
$70K
PMFA
963
Plante Moran Financial Advisors
Michigan
$69K
Allspring Global Investments
964
Allspring Global Investments
North Carolina
$66K +$71.9K +487 New
FP
965
Financial Perspectives
Minnesota
$62.6K +$295 +2 +0.4%
OIA
966
Optimum Investment Advisors
Illinois
$62K
WB
967
Webster Bank
Connecticut
$60K -$260K -1,760 -80%
AWM
968
Accel Wealth Management
Iowa
$59K +$148 +1 +0.2%
RA
969
Rise Advisors
New York
$59K +$27.7K +188 +78%
AA
970
Addison Advisors
Vermont
$57K
AWM
971
Activest Wealth Management
Florida
$57K +$15.1K +102 +33%
RWA
972
RGT Wealth Advisors
Texas
$56K
EC
973
Estate Counselors
Wisconsin
$54K +$13.3K +90 +30%
CT
974
Caldwell Trust
Florida
$52.2K +$13.3K +90 +31%
IIL
975
Insight Inv LLC
California
$52K