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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 %
IWA
476
Inspirion Wealth Advisors
Illinois
$907K -$29.2K -201 -3%
FMTC
477
Farmers & Merchants Trust Company
California
$902K -$12.7K -87 -1%
CRCM
478
Corbett Road Capital Management
Virginia
$886K -$60.2K -414 -6%
GG
479
Gofen & Glossberg
Illinois
$886K -$48.6K -334 -5%
GAM
480
Gemmer Asset Management
California
$879K -$72.8K -501 -8%
SWA
481
SOA Wealth Advisors
New York
$879K
WT
482
Whittier Trust
California
$875K -$24.1K -166 -3%
FCI
483
Financial Counselors Inc
Kansas
$875K +$7.56K +52 +0.9%
CI
484
Conning Inc
Connecticut
$868K
EW
485
Evoke Wealth
California
$863K -$145 -1 -0%
CB
486
Community Bank
New York
$862K
Bessemer Group
487
Bessemer Group
New Jersey
$857K +$588K +4,047 +219%
PCA
488
Pallas Capital Advisors
Massachusetts
$855K
HR
489
Hardy Reed
Mississippi
$851K
IIC
490
Integrated Investment Consultants
Michigan
$848K -$6.84K -47 -0.8%
TFO
491
Tarbox Family Office
California
$840K +$1.45K +10 +0.2%
Koshinski Asset Management
492
Koshinski Asset Management
Illinois
$840K +$209K +1,435 +33%
FFA
493
Freedman Financial Associates
Massachusetts
$827K -$138K -950 -14%
LWANC
494
Laurel Wealth Advisors (North Carolina)
North Carolina
$822K +$1.45K +10 +0.2%
Millennium Management
495
Millennium Management
New York
$809K +$590K +4,057 +269%
SIC
496
Sigma Investment Counselors
Michigan
$804K -$18.9K -130 -2%
EAM
497
Evanson Asset Management
California
$802K +$147 +1 +0%
NA
498
NewEdge Advisors
Louisiana
$799K +$34.6K +238 +5%
PAMG
499
Patton Albertson Miller Group
Tennessee
$797K +$145 +1 +0%
OFG
500
Oxford Financial Group
Indiana
$795K -$10.2K -70 -1%