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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 %
WWM
501
Windsor Wealth Management
Indiana
$901K
SWA
502
SOA Wealth Advisors
New York
$892K
CI
503
Conning Inc
Connecticut
$881K +$881K +5,969 New
FCI
504
Financial Counselors Inc
Kansas
$880K -$25.8K -175 -3%
EW
505
Evoke Wealth
California
$877K +$68.8K +466 +9%
CB
506
Community Bank
New York
$876K +$20.2K +137 +2%
IIC
507
Integrated Investment Consultants
Michigan
$868K -$7.68K -52 -0.9%
HR
508
Hardy Reed
Mississippi
$864K
TFO
509
Tarbox Family Office
California
$852K
SIC
510
Sigma Investment Counselors
Michigan
$836K -$12.6K -85 -1%
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$833K -$21.6K -146 -3%
MBT
512
Montecito Bank & Trust
California
$832K +$197K +1,335 +31%
PCA
513
Pallas Capital Advisors
Massachusetts
$822K +$59.1K +399 +8%
OFG
514
Oxford Financial Group
Indiana
$817K -$7.38K -50 -0.9%
GWM
515
GSB Wealth Management
Connecticut
$816K +$178K +1,205 +28%
PAMG
516
Patton Albertson Miller Group
Tennessee
$810K
LSPW
517
Lake Street Private Wealth
Illinois
$808K +$146K +983 +22%
APSP
518
Asset Planning Services (Pennsylvania)
Pennsylvania
$806K -$9.89K -67 -1%
EAM
519
Evanson Asset Management
California
$806K +$15.3K +104 +2%
BFO
520
Boston Family Office
Massachusetts
$802K
DI
521
Disciplined Investments
Oklahoma
$796K +$21.3K +144 +3%
AWA
522
Arkadios Wealth Advisors
Georgia
$787K +$472K +3,201 +150%
Cerity Partners
523
Cerity Partners
New York
$782K -$17.3K -117 -2%
CGFA
524
Colton Groome Financial Advisors
North Carolina
$781K -$44.4K -301 -5%
AC
525
Alexandria Capital
Virginia
$780K +$388K +2,629 +99%