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iShares S&P 500 Value ETF

1,068 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 426 increasing their positions, 283 reducing their positions, and 67 closing their positions.

Holders
1,068
Holders Change
+36
Holders Change %
+3.49%
% of All Funds
16.9%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.54%
New
115
Increased
426
Reduced
283
Closed
67
Calls
$15.2M
Puts
$2.67M
Net Calls
+$12.5M
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1001
PrairieView Partners
Minnesota
$41K
AIC
1002
Archer Investment Corporation
Indiana
$40.3K -$40.6K -261 -50%
TWA
1003
TCI Wealth Advisors
Arizona
$40K -$4.63K -30 -10%
IBOK
1004
Independence Bank of Kentucky
Kentucky
$39K
IWMA
1005
Ironwood Wealth Management (Arizona)
Arizona
$38K
AWM
1006
Atticus Wealth Management
Florida
$38K +$155 +1 +0.4%
RA
1007
Rise Advisors
New York
$37K +$308 +2 +0.8%
AW
1008
Avion Wealth
Texas
$36K +$157 +1 +0.4%
ACA
1009
Aptus Capital Advisors
Alabama
$36K +$36K +233 New
ME
1010
McIlrath & Eck
Washington
$35K
WFA
1011
WestHill Financial Advisors
California
$35K
FWM
1012
Focused Wealth Management
New York
$33K
Kayne Anderson Rudnick Investment Management
1013
Kayne Anderson Rudnick Investment Management
California
$33K
BLC
1014
Brown, Lisle/Cummings
Rhode Island
$32.9K
ZB
1015
Zions Bancorporation
Utah
$32K
SMA
1016
Sage Mountain Advisors
Georgia
$31K
SAM
1017
Strategic Asset Management
Minnesota
$31K
DSC
1018
Duncker Streett & Co
Missouri
$31K
PCTC
1019
Perkins Coie Trust Company
Washington
$30K +$30K +190 New
KFS
1020
Kelly Financial Services
Massachusetts
$29.3K +$19.9K +128 +213%
MIM
1021
Macroview Investment Management
Maryland
$28K
SSC
1022
Syverson Strege & Co
Iowa
$27K
AssetMark Inc
1023
AssetMark Inc
California
$27K +$27K +171 New
OSAM
1024
O'Shaughnessy Asset Management
Connecticut
$26K
OC
1025
Oakworth Capital
Alabama
$26K