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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 %
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$1.29M -$46.3K -314 -3%
FCFC
427
First Commonwealth Financial Corp
Pennsylvania
$1.28M +$180K +1,217 +16%
NSB
428
Norway Savings Bank
Maine
$1.27M -$149K -1,009 -10%
DW
429
Domani Wealth
Pennsylvania
$1.27M
BWM
430
BigSur Wealth Management
Florida
$1.26M
WPC
431
White Pine Capital
Minnesota
$1.25M +$503K +3,380 +67%
CB
432
Commerce Bank
Missouri
$1.24M -$8.27K -56 -0.7%
William Blair & Company
433
William Blair & Company
Illinois
$1.24M -$173K -1,169 -12%
Prudential Financial
434
Prudential Financial
New Jersey
$1.23M +$693K +4,697 +128%
LF
435
Lee Financial
Texas
$1.22M +$117K +790 +11%
SFA
436
Sequoia Financial Advisors
Ohio
$1.22M
IWC
437
Integrated Wealth Concepts
Massachusetts
$1.2M -$122K -825 -9%
AIM
438
Alhambra Investment Management
Florida
$1.2M +$69.7K +472 +6%
PCM
439
Prelude Capital Management
New York
$1.2M -$1.35M -9,111 -53%
PA
440
Pinnacle Associates
New York
$1.18M -$33.7K -228 -3%
ACM
441
Azimuth Capital Management
Michigan
$1.17M -$13.1K -89 -1%
DPI
442
Diversified Portfolios Inc
Michigan
$1.17M
CPIG
443
Chicago Partners Investment Group
Illinois
$1.17M +$7.43K +50 +0.6%
PCS
444
Personal CFO Solutions
New Jersey
$1.16M -$17.4K -118 -1%
HWM
445
HighMark Wealth Management
Minnesota
$1.16M +$160K +1,083 +16%
FCC
446
Florin Court Capital
United Kingdom
$1.16M +$1.16M +7,851 New
BCA
447
Bay Colony Advisors
Massachusetts
$1.16M +$19.8K +134 +2%
WPWM
448
Windward Private Wealth Management
Kansas
$1.15M -$30.7K -208 -3%
PFS
449
Prospera Financial Services
Texas
$1.14M +$168K +1,137 +17%
RJT
450
Raymond James Trust
Florida
$1.14M -$47.1K -319 -4%