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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 %
KOC
101
Koss-Olinger Consulting
Florida
$20.6M 132,292 +8,256 +7%
ISWM
102
Independent Solutions Wealth Management
New York
$20.6M 132,013 -251 -0.2%
KAS
103
Kestra Advisory Services
Texas
$20.3M 130,281 +24,152 +23%
PSUF
104
People's United Financial
Connecticut
$20M 128,642 -34,489 -21%
UB
105
UMB Bank
Missouri
$19.8M 127,141 +2,907 +2%
BF
106
BOK Financial
Oklahoma
$19.5M 125,065 -3,452 -3%
Truist Financial
107
Truist Financial
North Carolina
$19.3M 124,165 +30,589 +33%
DSA
108
Droms Strauss Advisors
Missouri
$19.3M 122,399 +3,099 +3%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$18.8M 120,787 -153,700 -56%
BPCE
110
Bank Pictet & Cie (Europe)
Germany
$18.6M 119,390
GIA
111
GHP Investment Advisors
Colorado
$18.2M 116,631 +589 +0.5%
BS
112
Banco Santander
Spain
$18M 115,710 -9,389 -8%
JWA
113
JFS Wealth Advisors
Pennsylvania
$17.3M 111,061 +6,479 +6%
MGIA
114
Moneta Group Investment Advisors
Missouri
$17.2M 110,166 +2,703 +3%
CG
115
Colony Group
Massachusetts
$17.1M 109,525 -1,276 -1%
SPC
116
Sigma Planning Corp
Michigan
$17M 108,955 -66,883 -38%
V
117
Veritable
Delaware
$16.7M 107,484 -1,339 -1%
KL
118
KWMG LLC
Kansas
$16.7M 107,038 +2,374 +2%
Comerica Bank
119
Comerica Bank
Texas
$16.3M 102,536 +2,145 +2%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$16.1M 103,617 +1,857 +2%
JMF
121
Johnson Midwest Financial
Iowa
$16.1M 103,434 +103,434 New
FMC
122
First Merchants Corp
Indiana
$16M 102,916 -3,602 -3%
PAG
123
Private Advisor Group
New Jersey
$15.9M 102,327 +6,480 +7%
IF
124
Ironwood Financial
Arizona
$15.9M 100,433 +4,361 +5%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$15.7M 101,108 +28,296 +39%