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iShares S&P 500 Value ETF

908 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 334 increasing their positions, 275 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
15.99%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.43%
New
93
Increased
334
Reduced
275
Closed
60
Calls
$20M
Puts
$5.46M
Net Calls
+$14.5M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
476
Summit Asset Management
Tennessee
$873K
FCI
477
Financial Counselors Inc
Kansas
$867K -$13.6K -96 -2%
WWM
478
Windsor Wealth Management
Indiana
$862K +$20.5K +145 +2%
SWA
479
SOA Wealth Advisors
New York
$854K
GRP
480
Global Retirement Partners
California
$851K +$407K +2,879 +91%
MSA
481
Marino Stram & Associates
Massachusetts
$849K -$55.8K -395 -6%
KA
482
Kovack Advisors
Florida
$840K +$173K +1,223 +26%
IIC
483
Integrated Investment Consultants
Michigan
$837K -$78.4K -555 -9%
TNB
484
Thomasville National Bank
Georgia
$832K +$259K +2,695 +45%
HR
485
Hardy Reed
Mississippi
$826K +$40.1K +284 +5%
CB
486
Community Bank
New York
$818K
LWANC
487
Laurel Wealth Advisors (North Carolina)
North Carolina
$817K +$49.4K +350 +6%
TFO
488
Tarbox Family Office
California
$815K -$31.8K -225 -4%
SIC
489
Sigma Investment Counselors
Michigan
$811K
VC
490
Veracity Capital
Georgia
$806K +$43.8K +310 +6%
PA
491
PFG Advisors
Arizona
$802K -$184K -1,299 -19%
CGFA
492
Colton Groome Financial Advisors
North Carolina
$790K -$106K -753 -12%
OFG
493
Oxford Financial Group
Indiana
$789K -$8.76K -62 -1%
APSP
494
Asset Planning Services (Pennsylvania)
Pennsylvania
$780K -$151K -1,071 -16%
PCA
495
Pallas Capital Advisors
Massachusetts
$776K +$776K +5,153 New
PAMG
496
Patton Albertson Miller Group
Tennessee
$774K -$5.51K -39 -0.7%
EW
497
Evoke Wealth
California
$773K -$56.4K -399 -7%
JWA
498
JFS Wealth Advisors
Pennsylvania
$773K +$599K +4,238 +343%
Koshinski Asset Management
499
Koshinski Asset Management
Illinois
$771K +$34.7K +246 +5%
BFO
500
Boston Family Office
Massachusetts
$767K