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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$7.19M +$183K +1,170 +3%
LIA
202
LBMC Investment Advisors
Tennessee
$7.17M -$94.3M -601,872 -93%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$7.07M -$2.48M -15,827 -26%
JFA
204
Johanson Financial Advisors
California
$7.07M +$173K +1,103 +3%
GPA
205
Guidance Point Advisors
Massachusetts
$7M +$130K +833 +2%
AIG
206
American International Group
New York
$6.97M -$11.5M -73,500 -62%
SG Americas Securities
207
SG Americas Securities
New York
$6.86M +$6.55M +41,790 +2,104%
T
208
TCWP
Ohio
$6.82M +$6.82M +43,554 New
SWM
209
Soundmark Wealth Management
Washington
$6.8M -$33.5K -214 -0.5%
PFP
210
Pinnacle Financial Partners
Tennessee
$6.75M +$388K +2,476 +6%
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$6.65M -$252K -1,611 -4%
EWA
212
Exencial Wealth Advisors
Oklahoma
$6.64M +$6.64M +42,403 New
KPWG
213
KFA Private Wealth Group
Virginia
$6.62M +$48.2K +308 +0.7%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$6.61M -$232K -1,478 -3%
BC
215
Bartlett & Co
Ohio
$6.61M -$232K -1,478 -3%
WIM
216
Warwick Investment Management
Texas
$6.6M +$6.6M +42,149 New
CWM
217
Cranbrook Wealth Management
Michigan
$6.6M -$108K -687 -2%
UAS
218
United Asset Strategies
New York
$6.57M +$133K +846 +2%
RWM
219
RKL Wealth Management
Pennsylvania
$6.54M -$21.1K -135 -0.3%
HWM
220
HB Wealth Management
Georgia
$6.42M +$6.42M +40,986 New
ASW
221
Astoria Strategic Wealth
Texas
$6.41M +$388K +2,480 +6%
SHIM
222
Stone House Investment Management
Pennsylvania
$6.36M -$1.46M -9,328 -19%
SWMP
223
Signature Wealth Management Partners
New Jersey
$6.32M -$137K -874 -2%
AF
224
Advisornet Financial
Minnesota
$6.29M +$476K +3,040 +8%
BSW
225
Buckingham Strategic Wealth
Missouri
$6.27M -$125K -795 -2%