IVE icon

iShares S&P 500 Value ETF

925 hedge funds and large institutions have $15.8B invested in iShares S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 364 increasing their positions, 285 reducing their positions, and 40 closing their positions.

Holders
925
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.15%
Holding in Top 10
78
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.7%
% of All Funds
1.36%
New
70
Increased
364
Reduced
285
Closed
40
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.26M
Net Calls Change
-$7.27M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
226
Soltis Investment Advisors
Utah
$5.58M +$2.05M +13,916 +58%
NFG
227
Next Financial Group
Texas
$5.58M +$320K +2,168 +6%
EWA
228
EP Wealth Advisors
California
$5.54M -$123K -831 -2%
BOTW
229
Bank of the West
California
$5.52M +$50.5K +342 +0.9%
B
230
Bailard
California
$5.44M +$159K +1,074 +3%
TCB
231
Texas Capital Bancshares
Texas
$5.4M +$2.84M +19,218 +111%
ASW
232
Astoria Strategic Wealth
Texas
$5.37M +$336K +2,269 +7%
AF
233
Advisornet Financial
Minnesota
$5.36M +$94.8K +642 +2%
HWA
234
Hilltop Wealth Advisors
North Carolina
$5.35M +$107K +725 +2%
CAG
235
Csenge Advisory Group
Florida
$5.09M +$207K +1,393 +4%
WA
236
Wealth Alliance
New York
$5.07M -$63.5K -430 -1%
ST
237
Smithfield Trust
Pennsylvania
$5.03M -$183K -1,238 -4%
NA
238
Nottingham Advisors
New York
$5.01M -$243K -1,647 -5%
TCM
239
Telos Capital Management
California
$4.89M +$18.5K +125 +0.4%
PFG
240
Pacific Financial Group
Washington
$4.84M +$623K +4,220 +15%
AWM
241
AE Wealth Management
Kansas
$4.71M +$1.38M +9,320 +41%
NNP
242
Nachman Norwood & Parrott
South Carolina
$4.66M +$20.1K +136 +0.4%
TIM
243
Tortoise Investment Management
New York
$4.64M -$87.9K -595 -2%
JHCP
244
Jackson Hole Capital Partners
Oklahoma
$4.6M -$21.4K -145 -0.5%
PA
245
Parallel Advisors
California
$4.54M
CI
246
CX Institutional
Indiana
$4.5M -$371K -2,515 -8%
RA
247
Rodgers & Associates
Pennsylvania
$4.48M +$118K +797 +3%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$4.46M +$397K +2,690 +10%
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
$4.46M +$4.16M +28,175 +1,402%
PIM
250
Parker Investment Management
California
$4.37M -$41.7M -282,559 -91%