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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 %
TCM
1001
TD Capital Management
Tennessee
$79.2K +$580 +4 +0.7%
Citadel Advisors
1002
Citadel Advisors
Florida
$74.3K +$74.3K +512 New
HT
1003
Headlands Technologies
Illinois
$74K +$74K +509 New
CWA
1004
Clearview Wealth Advisors
Oregon
$73.8K
DJSG
1005
D.J. St. Germain
Massachusetts
$72.7K +$72.7K +501 New
AWM
1006
Ameliora Wealth Management
Switzerland
$72.5K
KC
1007
Knuff & Co
California
$72K -$580 -4 -0.8%
MPCL
1008
My Personal CFO LLC
Washington
$71.1K +$71.1K +490 New
FP
1009
Financial Perspectives
Minnesota
$66.9K +$435 +3 +0.7%
OIA
1010
Optimum Investment Advisors
Illinois
$65.3K
DWP
1011
Destiny Wealth Partners
Florida
$63.7K +$63.7K +439 New
RA
1012
Rise Advisors
New York
$62.9K +$435 +3 +0.7%
AWM
1013
Accel Wealth Management
Iowa
$61.9K +$290 +2 +0.5%
CPFP
1014
Clear Perspectives Financial Planning
Ohio
$56.6K +$7.83K +54 +16%
MS
1015
Madden Securities
Texas
$55.6K +$55.6K +383 New
IIL
1016
Insight Inv LLC
California
$54.5K
SFA
1017
Semmax Financial Advisors
North Carolina
$53K +$53K +344 New
CJL
1018
Cyrus J. Lawrence
New York
$53K +$53K +363 New
SMA
1019
Sage Mountain Advisors
Georgia
$53K +$23.9K +165 +83%
CBT
1020
CoreFirst Bank & Trust
Kansas
$51.5K
TRCT
1021
Tower Research Capital (TRC)
New York
$51K +$9.44K +65 +23%
AC
1022
AlphaCore Capital
California
$49.8K
BBPWM
1023
Blue Bell Private Wealth Management
Pennsylvania
$49.2K -$31.1K -214 -39%
JWM
1024
Janiczek Wealth Management
Colorado
$43.4K
RP
1025
Rice Partnership
Hawaii
$42.4K