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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 %
NCM
151
Narwhal Capital Management
Georgia
$12.7M +$282K +1,945 +2%
BlackRock
152
BlackRock
New York
$12.6M -$516K -3,554 -4%
AWS
153
Atria Wealth Solutions
New York
$12.5M -$558K -3,846 -4%
CCFM
154
Clear Creek Financial Management
Washington
$12.5M +$12.1M +83,509 +3,361%
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$12.2M +$2.13M +14,676 +21%
AIA
156
Arcadia Investment Advisors
Idaho
$12.1M +$321K +2,211 +3%
MGIA
157
Matthew Goff Investment Advisor
Texas
$11.9M +$54.7K +377 +0.5%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8M +$258K +1,777 +2%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$11.7M +$11.7M +80,427 New
FAIM
160
Financial Advocates Investment Management
Washington
$11.7M -$103K -711 -0.9%
Citigroup
161
Citigroup
New York
$11.5M -$496K -3,420 -4%
IWMWV
162
Ironwood Wealth Management (West Virginia)
West Virginia
$11.4M -$45.7K -299 -0.4%
HW
163
Hancock Whitney
Mississippi
$11.3M +$5.31M +36,581 +88%
BOS
164
Bank of Stockton
California
$11.3M -$269K -1,852 -2%
AIA
165
Alera Investment Advisors
Illinois
$11.2M +$36.1K +249 +0.3%
CFO
166
Callan Family Office
Pennsylvania
$11.2M +$11.2M +77,063 New
TNBTD
167
Trustmark National Bank Trust Department
Mississippi
$10.9M +$119K +821 +1%
Cerity Partners
168
Cerity Partners
New York
$10.8M -$1.1M -4,934 -9%
CAL
169
Capital Analysts LLC
Pennsylvania
$10.7M +$180K +1,240 +2%
PRWA
170
Platte River Wealth Advisors
Colorado
$10.6M -$1.04M -7,177 -9%
EPP
171
ETF Portfolio Partners
Kansas
$10.5M +$72.7K +501 +0.7%
PW
172
Peninsula Wealth
California
$10.5M +$237K +1,633 +2%
BRWA
173
B. Riley Wealth Advisors
Florida
$10.4M +$171K +1,178 +2%
LNWWM
174
Laird Norton Wetherby Wealth Management
California
$10.4M
PP
175
Prosperity Planning
Missouri
$10.4M