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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.

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 Market Value Shares Shares
Change
Shares
Change %
RFWA
851
RPg Family Wealth Advisory
Massachusetts
$67.6K 458 +458 New
OIA
852
Optimum Investment Advisors
Illinois
$66K 450
FP
853
Financial Perspectives
Minnesota
$65.9K 446 -62,387 -99%
AWM
854
Accel Wealth Management
Iowa
$62K 420 +1 +0.2%
CCA
855
Column Capital Advisors
Indiana
$60K 407 +118 +41%
KFS
856
Kelly Financial Services
Massachusetts
$60K 8,858 +8,798 +14,663%
FF
857
FourThought Financial
Florida
$59K 400 -563 -58%
SFSIG
858
San Francisco Sentry Investment Group
California
$58K 391
FCM
859
Firestone Capital Management
Florida
$57K 385
SSW
860
Smith Shellnut Wilson
Mississippi
$53K 359
TLFA
861
True Link Financial Advisors
California
$52K 349
CBT
862
CoreFirst Bank & Trust
Kansas
$52K 355 +355 New
AWM
863
Activest Wealth Management
Florida
$51K 346 +70 +25%
CPFP
864
Clear Perspectives Financial Planning
Ohio
$50K 336
WT
865
Washington Trust
Rhode Island
$49K 333
HWA
866
HHM Wealth Advisors
Tennessee
$48K 324
POIA
867
Pin Oak Investment Advisors
Texas
$45K 305
MIM
868
Macroview Investment Management
Maryland
$44K 300 -100 -25%
RFA
869
Reilly Financial Advisors
California
$43K 290
TWA
870
TCI Wealth Advisors
Arizona
$43K 289
RP
871
Rice Partnership
Hawaii
$43K 292
TCM
872
Tradewinds Capital Management
Washington
$43K 292 +292 New
JFA
873
JNBA Financial Advisors
Minnesota
$42K 287
First Manhattan
874
First Manhattan
New York
$41K 279
PP
875
PrairieView Partners
Minnesota
$41K 275