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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 %
FTUS
151
Flow Traders U.S.
New York
$11.1M 71,113 +71,113 New
SAM
152
Stone Asset Management
Texas
$11.1M 70,708 +70,708 New
OAM
153
Occidental Asset Management
California
$11.1M 70,607 +927 +1%
CS
154
Comerica Securities
Michigan
$11M 70,086 -3,648 -5%
PW
155
Peninsula Wealth
California
$10.9M 69,857 +243 +0.3%
ACG
156
Arch Capital Group
Bermuda
$10.7M 68,132 -87,481 -56%
HWIS
157
Hancock Whitney Investment Services
Louisiana
$10.7M 68,154 +68,154 New
EPP
158
ETF Portfolio Partners
Kansas
$10.4M 66,133 -90 -0.1%
LWA
159
LWS Wealth Advisors
New Jersey
$10.2M 65,157 +1,220 +2%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2M 65,107 +4,530 +7%
BZWA
161
Blue Zone Wealth Advisors
California
$10.2M 65,048 -8,234 -11%
TPCW
162
TD Private Client Wealth
New York
$10.1M 64,331 -5,367 -8%
MGIA
163
Matthew Goff Investment Advisor
Texas
$10M 64,150 -8,020 -11%
GW
164
GW & Wade
Massachusetts
$10M 63,925 -16,702 -21%
BFM
165
Broadview Financial Management
Wisconsin
$9.95M 63,498 +126 +0.2%
PP
166
Prosperity Planning
Missouri
$9.94M 63,485 +6,114 +11%
TS
167
Tamar Securities
California
$9.83M 62,787 +1,710 +3%
5L
168
55I LLC
Massachusetts
$9.82M 62,710 +21,610 +53%
AIA
169
Alera Investment Advisors
Illinois
$9.7M 61,957 -213 -0.3%
CP
170
Coho Partners
Pennsylvania
$9.62M 61,409 +61,409 New
CCC
171
Crescent Capital Consulting
Louisiana
$9.54M 60,923 +2,628 +5%
MWM
172
Modera Wealth Management
New Jersey
$9.35M 59,715 +601 +1%
AIM
173
Acropolis Investment Management
Missouri
$9.15M 58,439 -561 -1%
RIG
174
RiverFront Investment Group
Virginia
$9.06M 57,833 +1,835 +3%
WJA
175
Willis Johnson & Associates
Texas
$8.98M 57,308 -29,726 -34%