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iShares S&P 500 Value ETF

1,057 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, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
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
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
976
Concord Wealth Partners
Virginia
$44K
MCM
977
McMillion Capital Management
North Carolina
$43K +$43K +315 New
JWM
978
Janiczek Wealth Management
Colorado
$41K
POIA
979
Pin Oak Investment Advisors
Texas
$41K
Bank of Montreal
980
Bank of Montreal
Ontario, Canada
$40.8K +$3.86K +27,001 +10%
RP
981
Rice Partnership
Hawaii
$40K
JFA
982
JNBA Financial Advisors
Minnesota
$39K
OHWP
983
Oak Harbor Wealth Partners
North Carolina
$37K -$1.09K -8 -3%
LWP
984
Lumature Wealth Partners
Georgia
$36K -$24.6K -181 -41%
PP
985
PrairieView Partners
Minnesota
$36K
AIC
986
Archer Investment Corporation
Indiana
$35.6K
AssetMark Inc
987
AssetMark Inc
California
$35K +$11.8K +87 +51%
WT
988
Washington Trust
Rhode Island
$34K -$11.3K -83 -25%
IBOK
989
Independence Bank of Kentucky
Kentucky
$34K
IWMA
990
Ironwood Wealth Management (Arizona)
Arizona
$33K
AWM
991
Atticus Wealth Management
Florida
$32K -$1.79K -13 -5%
AW
992
Avion Wealth
Texas
$32K
TWA
993
TCI Wealth Advisors
Arizona
$31K -$4.53K -33 -13%
ME
994
McIlrath & Eck
Washington
$31K
WFA
995
WestHill Financial Advisors
California
$30K
Kayne Anderson Rudnick Investment Management
996
Kayne Anderson Rudnick Investment Management
California
$30K
BLC
997
Brown, Lisle/Cummings
Rhode Island
$29K
JPLA
998
Joseph P. Lucia & Associates
New York
$29K -$27.6K -200 -49%
FWM
999
Focused Wealth Management
New York
$29K
SMA
1000
Sage Mountain Advisors
Georgia
$27K