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iShares S&P 500 Value ETF

929 hedge funds and large institutions have $15.3B invested in iShares S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 329 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
16.32%
Holding in Top 10
73
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.41%
% of All Funds
1.28%
New
64
Increased
329
Reduced
297
Closed
42
Calls
$23.4M
Puts
$8.49M
Net Calls
+$14.9M
Net Calls Change
+$7.62M
Name Holding Trade Value Shares
Change
Shares
Change %
PBO
376
Peoples Bank (Ohio)
Ohio
$1.43M +$84.3K +580 +6%
WPW
377
Waldron Private Wealth
Pennsylvania
$1.43M +$1.43M +9,785 New
CIR
378
Clear Investment Research
Georgia
$1.42M -$42.8K -294 -3%
PIMG
379
Patriot Investment Management Group
Tennessee
$1.41M -$2.62K -18 -0.2%
AWM
380
Apollon Wealth Management
South Carolina
$1.4M -$24.6K -169 -2%
EWM
381
Endurance Wealth Management
Rhode Island
$1.4M +$16.7K +115 +1%
NL
382
NWAM LLC
Washington
$1.39M -$5.39M -37,063 -80%
ANTB
383
AMG National Trust Bank
Colorado
$1.39M
BWP
384
Bernardo Wealth Planning
Pennsylvania
$1.38M
HF
385
HRT Financial
New York
$1.37M -$863K -5,938 -39%
SFPG
386
Stonebridge Financial Planning Group
Florida
$1.37M +$19.3K +125 +1%
GWA
387
GGM Wealth Advisors
Maryland
$1.37M
SMG
388
Spectrum Management Group
Indiana
$1.36M -$236K -1,620 -15%
NL
389
Navalign LLC
California
$1.36M
SW
390
SVB Wealth
Massachusetts
$1.36M -$217K -1,494 -14%
Schroder Investment Management Group
391
Schroder Investment Management Group
United Kingdom
$1.35M -$14.1M -96,592 -91%
CS
392
Credit Suisse
Switzerland
$1.34M +$29.2K +201 +2%
VFA
393
Valeo Financial Advisors
Indiana
$1.33M
LBC
394
Lowe Brockenbrough & Co
Virginia
$1.33M -$14.5K -100 -1%
YWP
395
YorkBridge Wealth Partners
New York
$1.33M
GRP
396
Global Retirement Partners
California
$1.32M +$19.6K +135 +2%
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M -$203K -1,394 -13%
MA
398
MBA Advisors
Pennsylvania
$1.3M
BF
399
Blankinship & Foster
California
$1.3M -$293K -2,018 -18%
Deutsche Bank
400
Deutsche Bank
Germany
$1.3M