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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 %
RCA
801
Rex Capital Advisors
Rhode Island
$206K +$206K +1,392 New
VCP
802
Vista Capital Partners
Oregon
$204K +$204K +1,384 New
SIS
803
SVB Investment Services
Utah
$203K +$203K +1,373 New
FCH
804
Freestone Capital Holdings
Washington
$201K -$74K -501 -27%
LWM
805
Liberty Wealth Management
California
$201K +$1.33K +9 +0.7%
JEST
806
JTC Employer Solutions Trustee
Jersey
$200K +$200K +1,353 New
WBC
807
West Branch Capital
Massachusetts
$200K +$200K +1,355 New
HFA
808
Hoover Financial Advisors
Pennsylvania
$198K +$737 +5 +0.4%
CFD
809
Creative Financial Designs
Indiana
$196K -$12.7K -86 -6%
FPS
810
Fieldpoint Private Securities
Connecticut
$194K
CP
811
Covenant Partners
Tennessee
$194K
SWM
812
Sugarloaf Wealth Management
Georgia
$191K +$40.2K +272 +27%
PMFA
813
Plante Moran Financial Advisors
Michigan
$189K
EI
814
Ellevest Inc
New York
$189K +$189K +1,280 New
MCM
815
Manchester Capital Management
Vermont
$187K
FFA
816
Founders Financial Alliance
North Carolina
$178K -$317K -2,147 -64%
Lazard Asset Management
817
Lazard Asset Management
New York
$169K
MIFH
818
Migdal Insurance & Financial Holdings
Israel
$168K +$168K +1,140 New
TCOV
819
Trust Company of Vermont
Vermont
$163K
LPIC
820
LeJeune Puetz Investment Counsel
Michigan
$159K
KFI
821
Key Financial Inc
Pennsylvania
$159K
PA
822
Perennial Advisors
New York
$145K
BWM
823
BerganKDV Wealth Management
Minnesota
$143K +$8.88K +60 +7%
CHA
824
Carmichael Hill & Associates
Maryland
$136K +$12.1K +82 +10%
BFEC
825
Benjamin F. Edwards & Company
Missouri
$134K