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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 %
OWA
451
Outlook Wealth Advisors
Texas
$1.13M -$115K -778 -9%
BJL
452
Brighton Jones LLC
Washington
$1.13M +$12.1K +82 +1%
MLICM
453
Metropolitan Life Insurance Company (MetLife)
New York
$1.12M +$14.4K +100 +1%
EIA
454
Eldridge Investment Advisors
New Hampshire
$1.12M +$16.5K +112 +2%
OPS
455
Orion Portfolio Solutions
Nebraska
$1.11M
BFPW
456
BOK Financial Private Wealth
Colorado
$1.11M -$110K -743 -9%
WIA
457
World Investment Advisors
California
$1.11M -$107K -724 -9%
PMAS
458
PNC Managed Account Solutions
Texas
$1.1M +$1.1M +7,478 New
CC
459
Cadinha & Co
Hawaii
$1.1M
RIA
460
Realta Investment Advisors
Delaware
$1.1M +$58.6K +397 +6%
SDWMA
461
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.1M
KOMWMG
462
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.09M +$3.54K +24 +0.3%
CL
463
Choreo LLC
Illinois
$1.09M -$20.5K -139 -2%
9WM
464
9258 Wealth Management
Ohio
$1.07M
CPSC
465
Carl P. Sherr & Co
Massachusetts
$1.07M -$65.3K -442 -6%
Qube Research & Technologies (QRT)
466
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.07M +7,255 New
EK
467
Evensky & Katz
Florida
$1.06M -$57K -386 -5%
BFA
468
Beacon Financial Advisory
Ohio
$1.05M +$342K +2,317 +48%
HA
469
Harborview Advisors
Maine
$1.04M -$27.6K -187 -3%
EFS
470
Essex Financial Services
Connecticut
$1.04M
TGAM
471
TBH Global Asset Management
Tennessee
$1.03M -$109K -736 -10%
DCM
472
Dimension Capital Management
Florida
$1.03M -$818K -5,542 -44%
EWM
473
EPG Wealth Management
Georgia
$1.02M -$35.7K -242 -3%
TIM
474
Total Investment Management
Arizona
$1.02M +$56.7K +384 +6%
TIA
475
Tiemann Investment Advisors
California
$1.02M -$22.1K -150 -2%