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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 %
IWP
676
Icon Wealth Partners
Texas
$374K +$374K +2,533 New
FWM
677
Filbrandt Wealth Management
Wisconsin
$369K
RF
678
Rollins Financial
Georgia
$368K +$590 +4 +0.2%
FPGK
679
Financial Partners Group (Kansas)
Kansas
$367K +$591 +4 +0.2%
CFA
680
Carroll Financial Associates
North Carolina
$365K +$36.8K +250 +11%
IFA
681
Interactive Financial Advisors
Illinois
$361K -$60.3K -408 -14%
RRWA
682
Rainey & Randall Wealth Advisors
Florida
$361K +$1.63K +11 +0.5%
VWM
683
Valley Wealth Managers
New Jersey
$360K -$22.9K -155 -6%
ZF
684
Zhang Financial
Michigan
$358K -$299K -2,023 -45%
VWA
685
Visionary Wealth Advisors
Illinois
$358K +$8.87K +60 +3%
BWM
686
Blossom Wealth Management
California
$358K +$56.4K +382 +19%
MW
687
Marcum Wealth
Ohio
$357K -$13.9K -94 -4%
KA
688
Klingman & Associates
New York
$353K +$5.62K +38 +2%
NAM
689
NorthCoast Asset Management
Connecticut
$352K
PCA
690
Personal Capital Advisors
California
$352K +$1.92K +13 +0.5%
BFM
691
Boston Financial Management
Massachusetts
$351K -$16.2K -110 -4%
BAIA
692
Bel Air Investment Advisors
California
$351K
CCM
693
Cribstone Capital Management
Maine
$350K -$6.94K -47 -2%
CWM
694
Chesapeake Wealth Management
Virginia
$350K -$2.22K -15 -0.6%
CAM
695
Close Asset Management
United Kingdom
$347K
ONB
696
Old National Bancorp
Indiana
$344K +$45K +305 +15%
PSIWM
697
Paradigm Strategies in Wealth Management
Minnesota
$344K +$51.6K +350 +18%
3LCM
698
3D/L Capital Management
Connecticut
$343K -$17.1K -116 -5%
NIA
699
Northstar Investment Advisors
Colorado
$343K
MFA
700
Mayflower Financial Advisors
Massachusetts
$340K -$389K -2,639 -53%