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iShares S&P 500 Value ETF

1,068 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 426 increasing their positions, 283 reducing their positions, and 67 closing their positions.

Holders
1,068
Holders Change
+36
Holders Change %
+3.49%
% of All Funds
16.9%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.54%
New
115
Increased
426
Reduced
283
Closed
67
Calls
$15.2M
Puts
$2.67M
Net Calls
+$12.5M
Net Calls Change
+$303K
Name Market Value Shares Shares
Change
Shares
Change %
KOMWMG
1101
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-1,575 Closed
Fisher Asset Management
1102
Fisher Asset Management
Washington
-1,549 Closed
C
1103
CEDRUS
Colorado
-1,525 Closed
WCM
1104
Wealthcare Capital Management
Virginia
-1,497 Closed
BPC
1105
Banque Pictet & Cie
Switzerland
-1,485 Closed
IP
1106
Intellectus Partners
California
-1,387 Closed
ACM
1107
Advisors Capital Management
New Jersey
-1,380 Closed
TWP
1108
Transparent Wealth Partners
Arkansas
-1,380 Closed
DLCIG
1109
D.L. Carlson Investment Group
New Hampshire
-1,351 Closed
1SB
1110
1ST Source Bank
Indiana
-1,330 Closed
JSW
1111
Journey Strategic Wealth
New Jersey
-1,313 Closed
TCOV
1112
Trust Company of Vermont
Vermont
-1,103 Closed
LWA
1113
Lenox Wealth Advisors
New York
-862 Closed
AIM
1114
AHL Investment Management
Florida
-760 Closed
SFM
1115
Signet Financial Management
New Jersey
-658 Closed
LFG
1116
Leverty Financial Group
Wisconsin
-615 Closed
TCWM
1117
Total Clarity Wealth Management
Illinois
-613 Closed
TCM
1118
TD Capital Management
Tennessee
-534 Closed
CSWM
1119
Cassady Schiller Wealth Management
Ohio
-479 Closed
GKWIM
1120
Gerber Kawasaki Wealth & Investment Management
California
-475 Closed
CA
1121
Cornerstone Advisory
Maryland
-397 Closed
TLFA
1122
True Link Financial Advisors
California
-349 Closed
CFCI
1123
Comprehensive Financial Consultants Institutional
Indiana
-305 Closed
AP
1124
Atwood & Palmer
Missouri
-265 Closed
AHIA
1125
Andrew Hill Investment Advisors
Florida
-250 Closed