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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 %
COF
626
Capital One Financial
Virginia
$465K -$166K -1,123 -26%
JGIA
627
Jackson Grant Investment Advisers
Connecticut
$462K +$1.62K +11 +0.4%
SWM
628
SeaCrest Wealth Management
New York
$461K +$30.7K +208 +7%
EC
629
Estate Counselors
Wisconsin
$457K
PFBT
630
Parkside Financial Bank & Trust
Missouri
$456K -$2.95K -20 -0.6%
JIC
631
Joel Isaacson & Co
New York
$455K +$1.18K +8 +0.3%
Wealth Enhancement Advisory Services
632
Wealth Enhancement Advisory Services
Minnesota
$455K +$169K +1,142 +59%
GGS
633
Galvin Gaustad & Stein
Arizona
$454K -$29.7K -201 -6%
SYBT
634
Stock Yards Bank & Trust
Kentucky
$453K
KCA
635
Karn Couzens & Associates
Connecticut
$453K +$148 +1 +0%
SXL
636
Summit X LLC
Missouri
$452K +$57.4K +397 +15%
TI
637
Truepoint Inc
Ohio
$450K
HIIFS
638
Harel Insurance Investments & Financial Services
Israel
$449K
TP
639
Tranquility Partners
Tennessee
$449K +$28.7K +194 +7%
WLIM
640
White Lighthouse Investment Management
Massachusetts
$448K -$95.5K -647 -18%
TI
641
Trexquant Investment
Connecticut
$446K +$446K +3,018 New
UIA
642
UBP Investment Advisors
Switzerland
$440K
PCMC
643
Private Capital Management (Colorado)
Colorado
$437K +$295 +2 +0.1%
WTB
644
Washington Trust Bank
Washington
$435K
BFA
645
Beaumont Financial Advisors
Massachusetts
$431K
IFWM
646
Institute for Wealth Management
Colorado
$429K +$118K +800 +38%
OPW
647
Oxler Private Wealth
New York
$428K +$19.9K +135 +5%
VC
648
Veracity Capital
Georgia
$425K -$416K -2,820 -49%
4WM
649
4J Wealth Management
Virginia
$423K -$1.92K -13 -0.5%
CA
650
Claro Advisors
Massachusetts
$422K -$21.1K -143 -5%