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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 Market Value Shares Shares
Change
Shares
Change %
OC
1026
Oakworth Capital
Alabama
$26K 168
TFP
1027
Tilia Fiduciary Partners
North Carolina
$23K 145
MAM
1028
Meeder Asset Management
Ohio
$21K 134 +134 New
VNA
1029
Valley National Advisers
Pennsylvania
$19K 125
EWA
1030
EverSource Wealth Advisors
Alabama
$19K 118 +118 New
BCMLT
1031
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K 123 +123 New
M1FG
1032
Mach-1 Financial Group
Arkansas
$17K 115
PO
1033
Private Ocean
California
$16K 100 -232 -70%
GI
1034
Gradient Investments
Minnesota
$16K 105
RDIA
1035
RE Dickinson Investment Advisors
Iowa
$16K 103 +103 New
Nomura Asset Management
1036
Nomura Asset Management
Japan
$15.6K 100 +100 New
HA
1037
Herold Advisors
New York
$15.6K 100 +100 New
HWA
1038
HHM Wealth Advisors
Tennessee
$15K 94
BL
1039
Balentine LLC
Georgia
$15K 95
HFM
1040
Hartford Financial Management
Connecticut
$15K 94 +94 New
AWM
1041
Abound Wealth Management
Tennessee
$13.8K 88 -1 -1%
HI
1042
Hudock Inc
Pennsylvania
$13K 89
BEI
1043
Benjamin Edwards Inc
Missouri
$13K 82 +42 +105%
WWP
1044
WR Wealth Planners
Missouri
$12.2K 78 +78 New
AIA
1045
Armor Investment Advisors
North Carolina
$12K 80
FCFS
1046
First Command Financial Services
Texas
$12K 79
FCB
1047
First Command Bank
Texas
$12K 79
CAGAS
1048
Capital Advisory Group Advisory Services
Minnesota
$12K 79 +79 New
PIP
1049
Peachtree Investment Partners
Florida
$11K 71
FRA
1050
Front Row Advisors
California
$11K 70