IVE icon

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 Market Value Shares Shares
Change
Shares
Change %
EA
76
Efficient Advisors
Ohio
$27.4M 174,705 -3,862 -2%
GT
77
Greenleaf Trust
Michigan
$27.1M 172,902 -246 -0.1%
SAF
78
Smith Anglin Financial
Texas
$26.4M 168,721 +21,130 +14%
FLA
79
Financial Life Advisors
Texas
$26M 166,005 +5,458 +3%
BAM
80
Brave Asset Management
New Jersey
$25.8M 164,424 +3,507 +2%
PSUF
81
People's United Financial
Connecticut
$25.6M 163,131 -32,990 -17%
RFC
82
Regions Financial Corp
Alabama
$25.1M 160,221 +7,935 +5%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$24.2M 154,517 +7,509 +5%
MA
84
MUFG Americas
New York
$23.2M 148,362 -3,229 -2%
SPIA
85
Strategic Point Investment Advisors
Rhode Island
$23.1M 147,317 +3,430 +2%
CCM
86
Condor Capital Management
New Jersey
$23.1M 147,202 +778 +0.5%
VR
87
Viridian RIA
Washington
$22.5M 143,951 +143,951 New
Jones Financial Companies
88
Jones Financial Companies
Missouri
$22.4M 142,760 -1,687 -1%
SMC
89
Smith, Moore & Co
Missouri
$22.3M 142,388 +2,019 +1%
NSIM
90
North Star Investment Management
Illinois
$22.3M 142,177 +9,635 +7%
TW
91
Transform Wealth
Colorado
$22.2M 141,451 +3,946 +3%
LFS
92
Lutz Financial Services
Nebraska
$21.3M 135,810 -3,126 -2%
DSA
93
Davis Selected Advisers
Arizona
$20.8M 132,773 +130,879 +6,910%
TCM
94
Traynor Capital Management
Pennsylvania
$20.7M 132,359 -16,356 -11%
ISWM
95
Independent Solutions Wealth Management
New York
$20.7M 132,264 -4,377 -3%
AA
96
Alesco Advisors
New York
$20.6M 131,234 -2,126 -2%
MFM
97
Mirsky Financial Management
New York
$20.5M 131,108 +5,973 +5%
BF
98
BOK Financial
Oklahoma
$20.1M 128,517 +5,162 +4%
PIA
99
Powell Investment Advisors
Florida
$19.9M 127,195 +5,345 +4%
BS
100
Banco Santander
Spain
$19.6M 125,099 +6,630 +6%