We are live on ! Find out more
IVE icon

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
CBT
976
CoreFirst Bank & Trust
Kansas
$49K
AC
977
AlphaCore Capital
California
$47K -$5.9K -40 -10%
CPFP
978
Clear Perspectives Financial Planning
Ohio
$46K
CWP
979
Concord Wealth Partners
Virginia
$44K
MCM
980
McMillion Capital Management
North Carolina
$43K +$46.5K +315 New
JWM
981
Janiczek Wealth Management
Colorado
$41K
POIA
982
Pin Oak Investment Advisors
Texas
$41K
Bank of Montreal
983
Bank of Montreal
Ontario, Canada
$40.8K +$3.99M +27,001 +10%
RP
984
Rice Partnership
Hawaii
$40K
JFA
985
JNBA Financial Advisors
Minnesota
$39K
OHWP
986
Oak Harbor Wealth Partners
North Carolina
$37K -$1.18K -8 -3%
LWP
987
Lumature Wealth Partners
Georgia
$36K -$26.7K -181 -41%
PP
988
PrairieView Partners
Minnesota
$36K
AIC
989
Archer Investment Corporation
Indiana
$35.6K
AssetMark Inc
990
AssetMark Inc
California
$35K +$12.8K +87 +51%
WT
991
Washington Trust
Rhode Island
$34K -$12.3K -83 -25%
IBOK
992
Independence Bank of Kentucky
Kentucky
$34K
IWMA
993
Ironwood Wealth Management (Arizona)
Arizona
$33K
AWM
994
Atticus Wealth Management
Florida
$32K -$1.92K -13 -5%
AW
995
Avion Wealth
Texas
$32K
TWA
996
TCI Wealth Advisors
Arizona
$31K -$4.87K -33 -13%
ME
997
McIlrath & Eck
Washington
$31K
Kayne Anderson Rudnick Investment Management
998
Kayne Anderson Rudnick Investment Management
California
$30K
WFA
999
WestHill Financial Advisors
California
$30K
BLC
1000
Brown, Lisle/Cummings
Rhode Island
$29K