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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.

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 Market Value Shares Shares
Change
Shares
Change %
TCM
851
Tradewinds Capital Management
Washington
$61K 420 +128 +44%
AIC
852
Archer Investment Corporation
Indiana
$60.8K 418 -134 -24%
FF
853
FourThought Financial
Florida
$58K 400
FCM
854
Firestone Capital Management
Florida
$57K 385
CBT
855
CoreFirst Bank & Trust
Kansas
$52K 355
TLFA
856
True Link Financial Advisors
California
$51K 349
SSW
857
Smith Shellnut Wilson
Mississippi
$49K 339 -20 -6%
CPFP
858
Clear Perspectives Financial Planning
Ohio
$49K 336
WT
859
Washington Trust
Rhode Island
$48K 333
CFO
860
CVA Family Office
Colorado
$48K 424 +257 +154%
HWA
861
HHM Wealth Advisors
Tennessee
$47K 324
MIM
862
Macroview Investment Management
Maryland
$44K 300
POIA
863
Pin Oak Investment Advisors
Texas
$44K 305
WWM
864
Wagner Wealth Management
South Carolina
$43K 281
RFA
865
Reilly Financial Advisors
California
$42K 290
JFA
866
JNBA Financial Advisors
Minnesota
$42K 287
TWA
867
TCI Wealth Advisors
Arizona
$42K 289
RP
868
Rice Partnership
Hawaii
$42K 292
KTC
869
Kistler-Tiffany Companies
Pennsylvania
$41K 285 +285 New
AP
870
Atwood & Palmer
Missouri
$39K 265 +265 New
PP
871
PrairieView Partners
Minnesota
$38K 262 -13 -5%
CPWM
872
Cypress Point Wealth Management
Texas
$38K 258
ME
873
McIlrath & Eck
Washington
$35K 240 -10 -4%
IWMA
874
Ironwood Wealth Management (Arizona)
Arizona
$35K 243
IBOK
875
Independence Bank of Kentucky
Kentucky
$35K 241