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iShares S&P 500 Value ETF

1,061 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, 415 increasing their positions, 340 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $6.74M

22% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 340

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.42% less ownership

Funds ownership: 70.63%70.21% (-0.42%)

1% less funds holding

Funds holding: 1,0721,061 (-11)

7% less funds holding in top 10

Funds holding in top 10: 9790 (-7)

9% less capital invested

Capital invested by funds: $18.3B → $16.6B (-$1.71B)

Holders
1,061
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
415
Reduced
340
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1026
Hartford Financial Management
Connecticut
$13K
PO
1027
Private Ocean
California
$13K
LFASL
1028
Lugano Financial Advisors SA (LFA)
Switzerland
$13K +$14.8K +100 New
HI
1029
Hudock Inc
Pennsylvania
$12K -$148 -1 -1%
BEI
1030
Benjamin Edwards Inc
Missouri
$12K +$1.33K +9 +11%
SWA
1031
Sutton Wealth Advisors
Florida
$11.2K +$12.1K +82 New
MAM
1032
Meeder Asset Management
Ohio
$11K -$7.53K -51 -38%
GI
1033
Gradient Investments
Minnesota
$11K -$4.13K -28 -27%
HWA
1034
HHM Wealth Advisors
Tennessee
$11K -$2.21K -15 -16%
AIA
1035
Armor Investment Advisors
North Carolina
$11K
CAGAS
1036
Capital Advisory Group Advisory Services
Minnesota
$11K
FCB
1037
First Command Bank
Texas
$11K
FCFS
1038
First Command Financial Services
Texas
$11K
SIM
1039
Studio Investment Management
Illinois
$11K +$11.5K +78 New
WWP
1040
WR Wealth Planners
Missouri
$10.8K +$148 +1 +1%
ASBI
1041
American State Bank (Iowa)
Iowa
$10.6K
FRA
1042
Front Row Advisors
California
$10K
PIP
1043
Peachtree Investment Partners
Florida
$10K
TFA
1044
Toth Financial Advisory
Virginia
$10K
UFF
1045
USA Financial Formulas
Michigan
$10K +$2.51K +17 +29%
CWM
1046
CarsonAllaria Wealth Management
Illinois
$9K -$163K -1,103 -94%
FCA
1047
FinTrust Capital Advisors
South Carolina
$8K
GWSG
1048
GPS Wealth Strategies Group
Colorado
$8K
FMB
1049
Field & Main Bank
Kentucky
$8K +$9K +61 New
EWA
1050
EverSource Wealth Advisors
Alabama
$6K -$11.4K -77 -65%