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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 %
AW
976
Avion Wealth
Texas
$36K +$158 +1 +0.4%
ME
977
McIlrath & Eck
Washington
$35K -$2.33K -15 -6%
WFA
978
WestHill Financial Advisors
California
$35K
Kayne Anderson Rudnick Investment Management
979
Kayne Anderson Rudnick Investment Management
California
$34K
BLC
980
Brown, Lisle/Cummings
Rhode Island
$33K +$33K +211 New
FWM
981
Focused Wealth Management
New York
$33K
ZB
982
Zions Bancorporation
Utah
$32K -$139K -892 -81%
SAM
983
Strategic Asset Management
Minnesota
$31K
DSC
984
Duncker Streett & Co
Missouri
$31K
SMA
985
Sage Mountain Advisors
Georgia
$31K
MIM
986
Macroview Investment Management
Maryland
$28K -$18.2K -118 -39%
SSC
987
Syverson Strege & Co
Iowa
$27K
CFO
988
CVA Family Office
Colorado
$26K -$40K -257 -61%
OC
989
Oakworth Capital
Alabama
$26K
OSAM
990
O'Shaughnessy Asset Management
Connecticut
$26K
PCMC
991
Paragon Capital Management (Colorado)
Colorado
$25K +$25K +159 New
HS
992
Horan Securities
United States
$25K +$25K +162 New
TFP
993
Tilia Fiduciary Partners
North Carolina
$23K +$23K +145 New
VNA
994
Valley National Advisers
Pennsylvania
$20K
AA
995
Addison Advisors
Vermont
$19K +$19K +122 New
M1FG
996
Mach-1 Financial Group
Arkansas
$18K +$18K +115 New
GI
997
Gradient Investments
Minnesota
$16K -$3.05K -20 -16%
EWM
998
Edge Wealth Management
New York
$16K
BBPWM
999
Blue Bell Private Wealth Management
Pennsylvania
$16K +$16K +101 New
HWA
1000
HHM Wealth Advisors
Tennessee
$15K -$36.7K -230 -71%