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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.

New
Increased
Maintained
Reduced
Closed
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 %
WCF
376
West Coast Financial
California
$1.65M +$179K +1,214 +12%
MWM
377
Mattern Wealth Management
Kansas
$1.63M
AIC
378
Ameritas Investment Company
Nebraska
$1.62M +$1.02M +5,843 +169%
SMG
379
Spectrum Management Group
Indiana
$1.62M -$1.06M -7,185 -40%
BF
380
Blankinship & Foster
California
$1.62M -$131K -884 -7%
CIBC World Market
381
CIBC World Market
Ontario, Canada
$1.62M -$1.27M -8,635 -44%
RBC
382
Roble Belko & Company
Pennsylvania
$1.62M
KBFS
383
Kohmann Bosshard Financial Services
Ohio
$1.6M
SW
384
SVB Wealth
Massachusetts
$1.6M -$9.6K -65 -0.6%
CCA
385
Childress Capital Advisors
Texas
$1.6M -$2.54M -17,208 -61%
AFAS
386
Acorn Financial Advisory Services
Virginia
$1.6M +$1.6M +10,817 New
MWM
387
Marietta Wealth Management
Georgia
$1.56M +$8.12K +55 +0.5%
PA
388
PSI Advisors
Florida
$1.56M -$85.2K -577 -5%
WFAG
389
Wescott Financial Advisory Group
Pennsylvania
$1.56M +$251K +1,689 +19%
LNC
390
Lincoln National Corp
Pennsylvania
$1.55M -$592K -4,010 -28%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$1.54M +$1.54M +10,430 New
5L
392
55I LLC
Massachusetts
$1.54M +$316K +2,138 +26%
HR
393
Hayden Royal
North Carolina
$1.54M +$6.64K +45 +0.4%
TPWA
394
TRUE Private Wealth Advisors
Oregon
$1.53M +$38.8K +263 +3%
MAS
395
Managed Account Services
Florida
$1.53M +$147K +997 +11%
SAM
396
Silvercrest Asset Management
New York
$1.53M -$33.2K -225 -2%
CIR
397
Clear Investment Research
Georgia
$1.49M -$13.9K -94 -0.9%
BAM
398
Baldrige Asset Management
Pennsylvania
$1.48M +$7.97K +54 +0.5%
TFF
399
The Family Firm
Maryland
$1.47M +$12.4K +84 +0.8%
BP
400
Ballentine Partners
Massachusetts
$1.47M