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iShares S&P 500 Value ETF

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
976
Valley Wealth Managers
New Jersey
$149K
BA
977
Ballast Advisors
Minnesota
$149K +$1.45K +10 +1%
MAWCM
978
Mine & Arao Wealth Creation & Management
California
$144K +$581 +4 +0.4%
MFC
979
Mechanics Financial Corp
Ohio
$134K
FFA
980
Founders Financial Alliance
North Carolina
$132K -$42.5K -293 -24%
HCM
981
Hollencrest Capital Management
California
$128K +$128K +885 New
BA
982
Bellwether Advisors
Nebraska
$127K -$5.81K -40 -4%
MHR
983
Matthew Hamilton Rosenberg
$126K +$15.5K +107 +14%
PWM
984
Provident Wealth Management
Tennessee
$124K
GFWA
985
Grey Fox Wealth Advisors
Delaware
$122K +$122K +843 New
SBL
986
Sargent Bickham Lagudis
Colorado
$121K -$20.2K -139 -14%
SFFS
987
Stonehage Fleming Financial Services
Jersey
$112K +$112K +775 New
RCM
988
Raleigh Capital Management
North Carolina
$111K -$51.4K -354 -32%
NMG
989
New Millennium Group
Utah
$108K +$145 +1 +0.1%
SC
990
Stephens Consulting
Michigan
$106K +$106K +734 New
MCM
991
Manchester Capital Management
Vermont
$105K -$36K -248 -25%
CFD
992
Creative Financial Designs
Indiana
$98K -$5.66K -39 -5%
CSB
993
City State Bank
Iowa
$98K
LB
994
Legacy Bridge
Iowa
$94.4K
MWM
995
Mascoma Wealth Management
New Hampshire
$92.6K
KTC
996
Kistler-Tiffany Companies
Pennsylvania
$92.4K
RG
997
Retirement Group
California
$90K -$106K -729 -54%
TF
998
Tompkins Financial
New York
$90K
LWP
999
Laurel Wealth Planning
Minnesota
$89.8K +$89.8K +619 New
WAM
1000
Worth Asset Management
Texas
$86.9K