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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 %
JFA
1026
JNBA Financial Advisors
Minnesota
$41.7K -$3.49K -24 -8%
NIC
1027
Northwest Investment Counselors
Oregon
$41.5K
KFS
1028
Kelly Financial Services
Massachusetts
$41.3K -$2.03K -14 -5%
CMA
1029
Cedar Mountain Advisors
Oregon
$41.2K +$41.2K +284 New
First Manhattan
1030
First Manhattan
New York
$40.6K -$2.27M -15,655 -98%
CWP
1031
Concord Wealth Partners
Virginia
$39.5K +$39.5K +272 New
OHWP
1032
Oak Harbor Wealth Partners
North Carolina
$39.3K
LWP
1033
Lumature Wealth Partners
Georgia
$38.4K
AA
1034
Addison Advisors
Vermont
$38.3K -$21.8K -150 -36%
PP
1035
PrairieView Partners
Minnesota
$38K
IWMA
1036
Ironwood Wealth Management (Arizona)
Arizona
$35.3K
NFSG
1037
Newbridge Financial Services Group
Florida
$35.2K -$43.2K -298 -55%
AIC
1038
Archer Investment Corporation
Indiana
$34.8K -$1.89K -13 -5%
ACA
1039
Aptus Capital Advisors
Alabama
$33.8K -$45.8K -316 -58%
POIA
1040
Pin Oak Investment Advisors
Texas
$33K -$10.3K -70 -24%
TWA
1041
TCI Wealth Advisors
Arizona
$32.8K
ME
1042
McIlrath & Eck
Washington
$32.6K
WT
1043
Washington Trust
Rhode Island
$32.6K
WFA
1044
WestHill Financial Advisors
California
$32.2K
RCM
1045
Rain Capital Management
Oregon
$31.9K +$31.9K +220 New
OLVIG
1046
Oliver Lagore Vanvalin Investment Group
Michigan
$31.8K +$18.1K +125 +133%
AWM
1047
Atticus Wealth Management
Florida
$31.4K +$31.4K +216 New
Kayne Anderson Rudnick Investment Management
1048
Kayne Anderson Rudnick Investment Management
California
$31.2K
CFO
1049
Colony Family Offices
North Carolina
$31.2K -$4.64K -32 -13%
IBOK
1050
Independence Bank of Kentucky
Kentucky
$31K