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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 %
TI
1151
Trexquant Investment
Connecticut
-$233K -1,812 Closed
CRC
1152
Curi RMB Capital
Illinois
-$231K -1,797 Closed
HCM
1153
Howland Capital Management
Massachusetts
-$227K -1,764 Closed
OPPS
1154
Obsidian Personal Planning Solutions
Maryland
-$223K -1,735 Closed
CWS
1155
Cypress Wealth Services
California
-$224K -1,708 Closed
KWM
1156
Kingsview Wealth Management
Oregon
-$211K -1,643 Closed
GA
1157
Greenspring Advisors
Maryland
-$210K -1,635 Closed
WSTAM
1158
Wilbanks Smith & Thomas Asset Management
Virginia
-$202K -1,573 Closed
CIC
1159
Chilton Investment Company
Connecticut
-$202K -1,572 Closed
HPC
1160
HM Payson & Co
Maine
-$153K -1,191 Closed
ANBT
1161
American National Bank & Trust
Texas
-$140K -1,087 Closed
HGERS
1162
Householder Group Estate & Retirement Specialist
Arizona
-$80K -626 Closed
CAAS
1163
Capital Asset Advisory Services
Michigan
-$78K -609 Closed
MPWT
1164
MassMutual Private Wealth & Trust
Connecticut
-$74K -579 Closed
M1FG
1165
Mach-1 Financial Group
Arkansas
-$58K -452 Closed
ACM
1166
Absolute Capital Management
Pennsylvania
-$54.5K -423 Closed
MCM
1167
McMillion Capital Management
North Carolina
-$40K -315 Closed
JMF
1168
Johnson Midwest Financial
Iowa
-$29 -224 Closed
EC
1169
Estate Counselors
Wisconsin
-$27K -215 Closed
LDFR
1170
Lehman & Derafelo Financial Resources
Pennsylvania
-$23K -183 Closed
GWSG
1171
GPS Wealth Strategies Group
Colorado
-$18K -141 Closed
C
1172
Covestor
United Kingdom
-$13K -99 Closed
HI
1173
Hudock Inc
Pennsylvania
-$8K -65 Closed
ODG
1174
O'Dell Group
Ohio
-$4K -31 Closed
TAM
1175
Tucker Asset Management
Colorado
-$3.73K -26 Closed