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iShares S&P 500 Value ETF

1,057 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, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
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
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
1026
Hudock Inc
Pennsylvania
$12K -$136 -1 -1%
BEI
1027
Benjamin Edwards Inc
Missouri
$12K +$1.19K +9 +11%
SWA
1028
Sutton Wealth Advisors
Florida
$11.2K +$11.2K +82 New
MAM
1029
Meeder Asset Management
Ohio
$11K -$6.76K -51 -38%
GI
1030
Gradient Investments
Minnesota
$11K -$4K -28 -27%
HWA
1031
HHM Wealth Advisors
Tennessee
$11K -$2.09K -15 -16%
AIA
1032
Armor Investment Advisors
North Carolina
$11K
CAGAS
1033
Capital Advisory Group Advisory Services
Minnesota
$11K
FCB
1034
First Command Bank
Texas
$11K
FCFS
1035
First Command Financial Services
Texas
$11K
SIM
1036
Studio Investment Management
Illinois
$11K +$11K +78 New
WWP
1037
WR Wealth Planners
Missouri
$10.8K +$137 +1 +1%
FRA
1038
Front Row Advisors
California
$10K
PIP
1039
Peachtree Investment Partners
Florida
$10K
TFA
1040
Toth Financial Advisory
Virginia
$10K
UFF
1041
USA Financial Formulas
Michigan
$10K +$2.24K +17 +29%
CWM
1042
CarsonAllaria Wealth Management
Illinois
$9K -$153K -1,103 -94%
FCA
1043
FinTrust Capital Advisors
South Carolina
$8K
GWSG
1044
GPS Wealth Strategies Group
Colorado
$8K
FMB
1045
Field & Main Bank
Kentucky
$8K +$8K +61 New
EWA
1046
EverSource Wealth Advisors
Alabama
$6K -$11.3K -77 -65%
ODG
1047
O'Dell Group
Ohio
$4K
IHWM
1048
Iron Horse Wealth Management
Iowa
$3K
HS
1049
Horan Securities
United States
$3K
TCWA
1050
Ten Capital Wealth Advisors
Washington
$3K