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iShares S&P 500 Value ETF

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1051
Calton & Associates
Florida
-$468K -3,218 Closed
AI
1052
AXS Investments
New York
-$404K -2,780 Closed
AC
1053
Addison Capital
Pennsylvania
-$307K -2,110 Closed
HIP
1054
HUB Investment Partners
Texas
-$299K -2,059 Closed
IWS
1055
Insight Wealth Strategies
California
-$283K -1,946 Closed
PCM
1056
Prelude Capital Management
New York
-$276K -1,900 Closed
LWAC
1057
Laurel Wealth Advisors (California)
California
-$272K -1,873 Closed
BAMG
1058
Brand Asset Management Group
Missouri
-$217K -1,490 Closed
CMI
1059
Clare Market Investments
Texas
-$206K -1,420 Closed
VCP
1060
Vista Capital Partners
Oregon
-$201K -1,384 Closed
EWA
1061
Evolution Wealth Advisors
Florida
-$68K -469 Closed
FF
1062
FourThought Financial
Florida
-$58K -400 Closed
FCM
1063
Firestone Capital Management
Florida
-$57K -385 Closed
SSW
1064
Smith Shellnut Wilson
Mississippi
-$49K -339 Closed
WWM
1065
Wagner Wealth Management
South Carolina
-$43K -281 Closed
CPWM
1066
Cypress Point Wealth Management
Texas
-$38K -258 Closed
LDFR
1067
Lehman & Derafelo Financial Resources
Pennsylvania
-$26K -182 Closed
JPLA
1068
Joseph P. Lucia & Associates
New York
-$25K -175 Closed
RTL
1069
Red Tortoise LLC
Georgia
-$14K -110 Closed
WIM
1070
Westside Investment Management
California
-$15 -107 Closed
HA
1071
Herold Advisors
New York
-$14K -100 Closed
KIG
1072
Kowal Investment Group
Wisconsin
-$14K -97 Closed
RCA
1073
Ranch Capital Advisors
Florida
-$12K -84 Closed
IFAM
1074
Institutional & Family Asset Management
Colorado
-$10K -72 Closed
CFFP
1075
Center for Financial Planning
Michigan
-$7K -50 Closed