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iShares S&P 500 Value ETF

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M
Name Market Value Shares Shares
Change
Shares
Change %
UB
101
UMB Bank
Missouri
$19.5M 124,234 -12,594 -9%
KOC
102
Koss-Olinger Consulting
Florida
$19.4M 124,036 +4,136 +3%
BPCE
103
Bank Pictet & Cie (Europe)
Germany
$18.7M 119,390
DSA
104
Droms Strauss Advisors
Missouri
$18.7M 119,300 +2,935 +3%
GIA
105
GHP Investment Advisors
Colorado
$18.2M 116,042 -333 -0.3%
Bank of Nova Scotia
106
Bank of Nova Scotia
Ontario, Canada
$17.4M 111,218 +78,212 +237%
CG
107
Colony Group
Massachusetts
$17.4M 110,801 -2,497 -2%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$17.2M 110,101 -78,004 -41%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$17.2M 109,885 +109,885 New
V
110
Veritable
Delaware
$17M 108,823 -3,280 -3%
MGIA
111
Moneta Group Investment Advisors
Missouri
$16.8M 107,463 +3,179 +3%
FMC
112
First Merchants Corp
Indiana
$16.7M 106,518 -368 -0.3%
KAS
113
Kestra Advisory Services
Texas
$16.6M 106,129 +29,322 +38%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$16.6M 105,725 +6,860 +7%
KL
115
KWMG LLC
Kansas
$16.4M 104,664 +234 +0.2%
JWA
116
JFS Wealth Advisors
Pennsylvania
$16.4M 104,582 +19,111 +22%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$15.9M 101,760 +374 +0.4%
CFA
118
Cahill Financial Advisors
Minnesota
$15.9M 101,357 -1,311 -1%
Comerica Bank
119
Comerica Bank
Texas
$15.2M 100,391 -10,159 -9%
IF
120
Ironwood Financial
Arizona
$15M 96,072 +5,637 +6%
PAG
121
Private Advisor Group
New Jersey
$15M 95,847 -19,058 -17%
FAIM
122
Financial Advocates Investment Management
Washington
$14.9M 95,399 +9,488 +11%
Truist Financial
123
Truist Financial
North Carolina
$14.7M 93,576 +1,363 +1%
MAM
124
MMA Asset Management
Pennsylvania
$14.7M 93,551 +5,837 +7%
PRWA
125
Platte River Wealth Advisors
Colorado
$14.5M 90,931 +8,423 +10%