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iShares S&P 500 Value ETF

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
1101
Ironwood Investment Counsel
Arizona
-$222K -1,430 Closed
PL
1102
Parthenon LLC
Kentucky
-$221K -1,422 Closed
TC
1103
TownSquare Capital
Utah
-$221K -1,416 Closed
FCH
1104
Freestone Capital Holdings
Washington
-$219K -1,409 Closed
MOS
1105
MGO One Seven
Ohio
-$219K -1,404 Closed
AF
1106
Alerus Financial
North Dakota
-$217K -1,396 Closed
RCA
1107
Rex Capital Advisors
Rhode Island
-$217K -1,392 Closed
SAM
1108
Secure Asset Management
Michigan
-$217K -1,392 Closed
BFS
1109
Bard Financial Services
Connecticut
-$213K -1,370 Closed
CTFG
1110
Capstone Triton Financial Group
Oklahoma
-$206K -1,369 Closed
ACI
1111
Alpha Cubed Investments
California
-$209K -1,343 Closed
FPOC
1112
Financial Planners of Cleveland
Ohio
-$209K -1,340 Closed
FDS
1113
Freedom Day Solutions
Texas
-$205K -1,318 Closed
WP
1114
Wealthspan Partners
Iowa
-$203K -1,305 Closed
RF
1115
RHS Financial
California
-$203K -1,302 Closed
VFPI
1116
Vantage Financial Partners (Illinois)
Illinois
-$202K -1,300 Closed
MC
1117
Middleton & Co
Massachusetts
-$202K -1,300 Closed
CW
1118
CreativeOne Wealth
Kansas
-$201K -1,291 Closed
RFWA
1119
RPg Family Wealth Advisory
Massachusetts
-$71.3K -458 Closed
TCM
1120
Tradewinds Capital Management
Washington
-$65K -420 Closed
WIM
1121
Wittenberg Investment Management
Massachusetts
-$59K -380 Closed
DB
1122
Dravo Bay
Delaware
-$44.8K -288 Closed
FAG
1123
Fortitude Advisory Group
Washington
-$43K -279 Closed
ZB
1124
Zions Bancorporation
Utah
-$32K -205 Closed
PCTC
1125
Perkins Coie Trust Company
Washington
-$30K -190 Closed