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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 %
CAL
551
Capital Advisors Ltd
Ohio
$692K +$74.1K +502 +12%
CIA
552
Choate Investment Advisors
Massachusetts
$691K
WQ
553
Wealth Quarterback
New Jersey
$685K +$685K +4,636 New
VVP
554
Venture Visionary Partners
Ohio
$681K -$98.6K -668 -13%
GWS
555
Glassman Wealth Services
Virginia
$676K +$572K +3,873 +551%
LW
556
Linscomb Wealth
Texas
$675K +$34.9K +236 +5%
CAC
557
Certified Advisory Corp
Florida
$674K +$9.6K +65 +1%
AWA
558
Alta Wealth Advisors
Massachusetts
$670K -$133K -898 -17%
ZCA
559
Zeke Capital Advisors
Pennsylvania
$666K
AW
560
ACG Wealth
Georgia
$665K -$15.5K -105 -2%
IFAM
561
Institutional & Family Asset Management
Colorado
$655K +$46.3K +314 +8%
HIA
562
Harbor Investment Advisory
Maryland
$654K +$2.07K +14 +0.3%
PL
563
Plancorp LLC
Missouri
$645K
SCI
564
S&CO Inc
Massachusetts
$642K
Koshinski Asset Management
565
Koshinski Asset Management
Illinois
$641K -$166K -1,121 -21%
CS
566
Capital Square
Tennessee
$634K
RIA
567
Regal Investment Advisors
Michigan
$623K +$623K +4,218 New
IA
568
Insight Advisors
Pennsylvania
$617K -$46.3K -312 -7%
IRAG
569
Investment Research & Advisory Group
Georgia
$617K +$617K +4,179 New
CPA
570
Capital Planning Advisors
California
$612K
CPW
571
Catalyst Private Wealth
California
$611K +$611K +4,137 New
CPO
572
Cerity Partners OCIO
New York
$606K -$8.92M -60,418 -94%
PCG
573
Private Capital Group
Connecticut
$599K +$185K +1,252 +45%
DAS
574
Dynamic Advisor Solutions
Arizona
$598K -$94.8K -642 -14%
PWA
575
Physician Wealth Advisors
Utah
$597K +$16.3K +111 +3%