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iShares S&P 500 Value ETF

908 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 334 increasing their positions, 275 reducing their positions, and 60 closing their positions.

Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
15.99%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.43%
New
93
Increased
334
Reduced
275
Closed
60
Calls
$20M
Puts
$5.46M
Net Calls
+$14.5M
Net Calls Change
+$3.75M
Name Market Value Shares Shares
Change
Shares
Change %
WWM
851
Wagner Wealth Management
South Carolina
$40K 281
First Manhattan
852
First Manhattan
New York
$39K 279
PP
853
PrairieView Partners
Minnesota
$39K 275
AWM
854
Activest Wealth Management
Florida
$39K 276 +276 New
AWM
855
Atticus Wealth Management
Florida
$37K 263 -22 -8%
MA
856
MCF Advisors
Kentucky
$37K 260 -1 -0.4%
CPWM
857
Cypress Point Wealth Management
Texas
$36K 258
IWMA
858
Ironwood Wealth Management (Arizona)
Arizona
$34K 243
SL
859
Savior LLC
Massachusetts
$32K 230
AW
860
Avion Wealth
Texas
$32K 226 +149 +194%
WFA
861
WestHill Financial Advisors
California
$31K 222
MCC
862
Money Concepts Capital
Florida
$31K 218 +218 New
FI
863
FormulaFolio Investments
Michigan
$30K 202 -17,276 -99%
FWM
864
Focused Wealth Management
New York
$30K 213
IBOK
865
Independence Bank of Kentucky
Kentucky
$30K 212
Kayne Anderson Rudnick Investment Management
866
Kayne Anderson Rudnick Investment Management
California
$30K 215 +215 New
DSC
867
Duncker Streett & Co
Missouri
$28K 200
SMA
868
Sage Mountain Advisors
Georgia
$28K 200
LDFR
869
Lehman & Derafelo Financial Resources
Pennsylvania
$26K 182
SSC
870
Syverson Strege & Co
Iowa
$25K 175
JPLA
871
Joseph P. Lucia & Associates
New York
$25K 175
CFO
872
CVA Family Office
Colorado
$24K 167 -257 -61%
OC
873
Oakworth Capital
Alabama
$24K 168
HS
874
Horan Securities
United States
$23K 162
GI
875
Gradient Investments
Minnesota
$18K 125 -150 -55%