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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 %
MPCG
576
Matrix Private Capital Group
New York
$591K
TTWM
577
TCV Trust & Wealth Management
Virginia
$588K -$3.68K -25 -0.6%
TW
578
Towerpoint Wealth
California
$588K
SCA
579
Snowden Capital Advisors
New York
$587K +$41.6K +282 +8%
CIAS
580
Capital Investment Advisory Services
North Carolina
$574K -$180K -1,218 -24%
CWP
581
Corepath Wealth Partners
Arizona
$573K
CGA
582
Crescent Grove Advisors
Illinois
$572K +$572K +3,876 New
PS
583
Planned Solutions
California
$570K +$100K +681 +21%
CAM
584
Concorde Asset Management
Michigan
$566K +$52K +352 +10%
NAM
585
NTV Asset Management
West Virginia
$565K
NDSI
586
Newman Dignan & Sheerar Inc
Rhode Island
$559K
TFS
587
TrustCore Financial Services
Tennessee
$544K -$15.5K -105 -3%
WAP
588
Wealthcare Advisory Partners
Pennsylvania
$534K +$144K +977 +37%
WIC
589
Whitegate Investment Counselors
New Hampshire
$533K
PMAM
590
Picton Mahoney Asset Management
Ontario, Canada
$532K
AWA
591
ARQ Wealth Advisors
Arizona
$530K
MG
592
Mather Group
Illinois
$528K -$498K -3,373 -49%
BA
593
Bellwether Advisors
Nebraska
$527K +$13.3K +90 +3%
MCP
594
Mirador Capital Partners
California
$527K +$527K +3,566 New
AB
595
Atlas Brown
Kentucky
$525K +$10.5K +71 +2%
FHA
596
Flagship Harbor Advisors
Massachusetts
$522K -$24.1K -163 -4%
BCP
597
Blue Chip Partners
Michigan
$521K +$148 +1 +0%
PWM
598
Perigon Wealth Management
California
$521K +$296 +2 +0.1%
KLI
599
Kelman-Lazarov Inc
Tennessee
$517K
JF
600
JSF Financial
California
$516K -$8.41K -57 -2%