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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 %
SW
751
SteelPeak Wealth
California
$250K -$44.2K -304 -15%
LC
752
LCNB Corp
Ohio
$250K
FNC
753
First National Corp
Massachusetts
$250K +$250K +1,716 New
MCM
754
Murphy Capital Management
New Jersey
$247K
WSTAM
755
Wilbanks Smith & Thomas Asset Management
Virginia
$246K
TFGT
756
TS Financial Group (TSFG)
Illinois
$245K -$16.7K -115 -6%
GI
757
Glovista Investments
New Jersey
$244K +$244K +1,676 New
FCFC
758
First Citizens Financial Corp
Iowa
$242K
SHWM
759
Silicon Hills Wealth Management
Texas
$242K +$21.8K +150 +10%
ACM
760
Armbruster Capital Management
New York
$240K
WA1
761
Wimmer Associates 1
California
$240K
GWM
762
Greenhouse Wealth Management
Connecticut
$239K
TWM
763
Titus Wealth Management
California
$239K +$18.9K +130 +9%
RDFA
764
Ritter Daniher Financial Advisory
Ohio
$238K
CMP
765
Courage Miller Partners
Virginia
$238K +$10K +69 +4%
AIP
766
Ahrens Investment Partners
Louisiana
$238K +$13.8K +95 +6%
MA
767
MONECO Advisors
Connecticut
$235K +$30.4K +209 +15%
MWPCG
768
Measured Wealth Private Client Group
New Hampshire
$234K
HCIA
769
Hochman Cole Investment Advisors
Illinois
$233K
PAI
770
Pittenger & Anderson Inc
Nebraska
$233K
TYCC
771
Texas Yale Capital Corp
Florida
$233K +$233K +1,600 New
FDS
772
Freedom Day Solutions
Texas
$232K -$30.3K -208 -12%
TCA
773
Transcend Capital Advisors
New Jersey
$232K +$232K +1,511 New
SFP
774
Strategic Financial Partners
Oregon
$230K
AP
775
Appleton Partners
Massachusetts
$230K