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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 %
FSWA
751
Financial Synergies Wealth Advisors
Texas
$256K +$2.07K +14 +0.8%
CF
752
Centaurus Financial
California
$256K +$85.7K +580 +50%
LC
753
LCNB Corp
Ohio
$254K
LP
754
LGL Partners
Pennsylvania
$254K +$885 +6 +0.3%
WSTAM
755
Wilbanks Smith & Thomas Asset Management
Virginia
$250K -$50.3K -341 -17%
MCM
756
Murphy Capital Management
New Jersey
$250K
CSPIA
757
Cary Street Partners Investment Advisory
Virginia
$246K +$147 +1 +0.1%
FCFC
758
First Citizens Financial Corp
Iowa
$245K
ACM
759
Armbruster Capital Management
New York
$244K
WA1
760
Wimmer Associates 1
California
$244K
GWM
761
Greenhouse Wealth Management
Connecticut
$243K +$2.07K +14 +0.9%
RDFA
762
Ritter Daniher Financial Advisory
Ohio
$242K
LSA
763
L & S Advisors
California
$239K -$187K -1,266 -44%
CTFG
764
Capstone Triton Financial Group
Oklahoma
$239K +$1.48K +10 +0.6%
MWPCG
765
Measured Wealth Private Client Group
New Hampshire
$237K
HCIA
766
Hochman Cole Investment Advisors
Illinois
$237K
PAI
767
Pittenger & Anderson Inc
Nebraska
$236K +$9.15K +62 +4%
AP
768
Appleton Partners
Massachusetts
$234K -$5.91K -40 -2%
SFP
769
Strategic Financial Partners
Oregon
$234K +$234K +1,582 New
HA
770
Hamel Associates
New Jersey
$233K
ECM
771
Evergreen Capital Management
Washington
$232K +$296 +2 +0.1%
CMP
772
Courage Miller Partners
Virginia
$231K +$22K +149 +11%
AF
773
Alerus Financial
North Dakota
$230K -$109K -741 -32%
AWA
774
Acorn Wealth Advisors
Michigan
$230K +$592 +4 +0.3%
CG
775
Caprock Group
Idaho
$228K