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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 %
SB
826
Strategic Blueprint
Georgia
$130K +$130K +878 New
QT
827
Quantbot Technologies
New York
$130K +$130K +881 New
BCA
828
Berman Capital Advisors
Georgia
$129K
BWL
829
Bogart Wealth LLC
Virginia
$128K +$76.9K +521 +151%
LWA
830
Lenox Wealth Advisors
New York
$127K -$15.3K -104 -11%
SAS
831
Stelac Advisory Services
New York
$127K
PWM
832
Provident Wealth Management
Tennessee
$126K -$23.4K -158 -16%
BA
833
Ballast Advisors
Minnesota
$124K +$884 +6 +0.7%
LC
834
Lindbrook Capital
California
$116K
SBL
835
Sargent Bickham Lagudis
Colorado
$115K +$62.8K +426 +120%
MAWCM
836
Mine & Arao Wealth Creation & Management
California
$113K +$886 +6 +0.8%
FCMT
837
Founders Capital Management (Texas)
Texas
$111K
EW
838
Element Wealth
Mississippi
$109K
LB
839
Legacy Bridge
Iowa
$96K +$147 +1 +0.2%
CAAS
840
Capital Asset Advisory Services
Michigan
$90K
AWM
841
Atticus Wealth Management
Florida
$88K +$49K +331 +126%
CCMIC
842
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$87K
AIC
843
Archer Investment Corporation
Indiana
$81.5K
KC
844
Knuff & Co
California
$78K
TCM
845
TD Capital Management
Tennessee
$78K +$295 +2 +0.4%
EWM
846
Evermay Wealth Management
Virginia
$76K +$76K +518 New
CWA
847
Clearview Wealth Advisors
Oregon
$75K
RIM
848
Rockbridge Investment Management
New York
$74K
CIA
849
Cascade Investment Advisors
Oregon
$73.8K -$14.8K -100 -17%
LWP
850
Lumature Wealth Partners
Georgia
$71K