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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 %
BL
1076
Balentine LLC
Georgia
$13.8K
HFM
1077
Hartford Financial Management
Connecticut
$13.6K
SWA
1078
Sutton Wealth Advisors
Florida
$11.8K
IGWM
1079
ICA Group Wealth Management
Colorado
$11.7K +$11.7K +81 New
WWP
1080
WR Wealth Planners
Missouri
$11.5K +$144 +1 +1%
HWA
1081
HHM Wealth Advisors
Tennessee
$11.5K
SIM
1082
Studio Investment Management
Illinois
$11.3K
SC
1083
SouthState Corp
Florida
$11.2K
FCB
1084
First Command Bank
Texas
$11K
FCFS
1085
First Command Financial Services
Texas
$11K
GI
1086
Gradient Investments
Minnesota
$10.9K
NC
1087
NewSquare Capital
Pennsylvania
$10.4K
TFA
1088
Toth Financial Advisory
Virginia
$10.3K
FRA
1089
Front Row Advisors
California
$10K
MIA
1090
Milestone Investment Advisors
Wisconsin
$8.99K +$8.99K +62 New
FMB
1091
Field & Main Bank
Kentucky
$8.85K
FCA
1092
FinTrust Capital Advisors
South Carolina
$8.7K
PIP
1093
Peachtree Investment Partners
Florida
$8.1K -$2.17K -15 -21%
AWM
1094
Align Wealth Management
Oklahoma
$6.56K +$6.56K +51 New
AC
1095
Asio Capital
Kentucky
$6.53K +$6.53K +45 New
CWM
1096
CarsonAllaria Wealth Management
Illinois
$6K -$7.05K -47 -54%
TCWA
1097
Ten Capital Wealth Advisors
Washington
$3.48K
HS
1098
Horan Securities
United States
$3.42K +$143 +1 +4%
HWP
1099
Highline Wealth Partners
California
$3.05K -$1.02K -7 -25%
MWM
1100
MinichMacGregor Wealth Management
New York
$3.05K +$3.05K +21 New