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iShares S&P 500 Value ETF

929 hedge funds and large institutions have $15.3B invested in iShares S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 329 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
16.32%
Holding in Top 10
73
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.41%
% of All Funds
1.28%
New
64
Increased
329
Reduced
297
Closed
42
Calls
$23.4M
Puts
$8.49M
Net Calls
+$14.9M
Net Calls Change
+$7.62M
Name Holding Trade Value Shares
Change
Shares
Change %
SXL
676
Summit X LLC
Missouri
$348K -$105K -726 -23%
KA
677
Klingman & Associates
New York
$347K
BFM
678
Boston Financial Management
Massachusetts
$346K
HIIFS
679
Harel Insurance Investments & Financial Services
Israel
$344K
PCMC
680
Private Capital Management (Colorado)
Colorado
$343K -$86.7K -597 -20%
CAM
681
Close Asset Management
United Kingdom
$342K
IFA
682
Interactive Financial Advisors
Illinois
$341K -$31.9K -209 -9%
PSIWM
683
Paradigm Strategies in Wealth Management
Minnesota
$339K
CCM
684
Covington Capital Management
California
$339K +$72.7K +500 +27%
BFA
685
Beaumont Financial Advisors
Massachusetts
$338K -$87.4K -600 -21%
CF
686
Centaurus Financial
California
$338K +$86K +591 +34%
CWM
687
Chesapeake Wealth Management
Virginia
$337K -$8.01K -55 -2%
ONB
688
Old National Bancorp
Indiana
$336K -$2.76K -19 -0.8%
OCPWS
689
One Charles Private Wealth Services
Massachusetts
$331K +$331K +2,277 New
GIA
690
Goodwin Investment Advisory
Georgia
$329K +$329K +2,266 New
HCM
691
Hutchinson Capital Management
California
$327K
HIS
692
Harvest Investment Services
Illinois
$326K -$145 -1 -0%
LJAC
693
L.J. Altfest & Co
New York
$323K -$7.86K -54 -2%
VAS
694
Vestmark Advisory Solutions
Massachusetts
$323K +$14K +96 +5%
1CP
695
17 Capital Partners
Arizona
$323K +$29K +200 +10%
OPS
696
Orion Portfolio Solutions
Nebraska
$320K -$778K -5,344 -71%
EWM
697
Empirical Wealth Management
Washington
$320K +$320K +2,199 New
FNBOSM
698
First National Bank of South Miami
Florida
$318K +$9.17K +63 +3%
XF
699
XML Financial
Maryland
$314K +$314K +2,162 New
CCM
700
Colorado Capital Management
Colorado
$310K