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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 %
FWM
1051
Focused Wealth Management
New York
$30.9K
BLC
1052
Brown, Lisle/Cummings
Rhode Island
$30.6K
AWM
1053
Accurate Wealth Management
Florida
$30.5K +$30.5K +203 New
RFA
1054
Register Financial Advisors
Georgia
$30.3K +$30.3K +209 New
LSA
1055
Lansing Street Advisors
Pennsylvania
$29K
DSC
1056
Duncker Streett & Co
Missouri
$29K
AW
1057
Avion Wealth
Texas
$29K
Allspring Global Investments
1058
Allspring Global Investments
North Carolina
$28.3K +$28.3K +195 New
FCA
1059
Fortis Capital Advisors
Kansas
$27.7K +$27.7K +191 New
MIM
1060
Macroview Investment Management
Maryland
$26.9K +$434 +3 +2%
SSC
1061
Syverson Strege & Co
Iowa
$25.4K
OC
1062
Oakworth Capital
Alabama
$24.4K
LAM
1063
Lakewood Asset Management
Illinois
$22K +$22K +150 New
BCMLT
1064
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.5K +$4.06K +28 +23%
TFP
1065
Tilia Fiduciary Partners
North Carolina
$21K
LWA
1066
Lowe Wealth Advisors
Maryland
$21K
CTA
1067
Colonial Trust Advisors
South Carolina
$19.1K +$19.1K +132 New
VCM
1068
Versant Capital Management
Arizona
$17.8K
EWA
1069
EverSource Wealth Advisors
Alabama
$16.8K +$12.9K +89 +330%
RTL
1070
Red Tortoise LLC
Georgia
$16K +$16K +110 New
RDIA
1071
RE Dickinson Investment Advisors
Iowa
$15K
PO
1072
Private Ocean
California
$14.5K
Nomura Asset Management
1073
Nomura Asset Management
Japan
$14.5K
WOSD
1074
WFA of San Diego
California
$14.5K +$14.5K +100 New
AWM
1075
Abound Wealth Management
Tennessee
$14.1K -$5.83K -40 -29%