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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 %
PP
876
PrairieView Partners
Minnesota
$41K 275
MA
877
MCF Advisors
Kentucky
$38K 260
CPWM
878
Cypress Point Wealth Management
Texas
$38K 258
ME
879
McIlrath & Eck
Washington
$37K 250 -140 -36%
IWMA
880
Ironwood Wealth Management (Arizona)
Arizona
$36K 243
IBOK
881
Independence Bank of Kentucky
Kentucky
$36K 241 +29 +14%
SL
882
Savior LLC
Massachusetts
$34K 230
Optiver Holding
883
Optiver Holding
Netherlands
$34K 228 +228 New
AW
884
Avion Wealth
Texas
$33K 226
Kayne Anderson Rudnick Investment Management
885
Kayne Anderson Rudnick Investment Management
California
$32K 215
FWM
886
Focused Wealth Management
New York
$31K 213
DSC
887
Duncker Streett & Co
Missouri
$30K 200
FI
888
FormulaFolio Investments
Michigan
$30K 202
SMA
889
Sage Mountain Advisors
Georgia
$30K 200
ZB
890
Zions Bancorporation
Utah
$30K 205 +205 New
LDFR
891
Lehman & Derafelo Financial Resources
Pennsylvania
$27K 182
SSC
892
Syverson Strege & Co
Iowa
$26K 175
JPLA
893
Joseph P. Lucia & Associates
New York
$26K 175
OC
894
Oakworth Capital
Alabama
$25K 168
CFO
895
CVA Family Office
Colorado
$25K 167
HS
896
Horan Securities
United States
$24K 162
OSAM
897
O'Shaughnessy Asset Management
Connecticut
$24K 165 +165 New
VNA
898
Valley National Advisers
Pennsylvania
$18K 125
GI
899
Gradient Investments
Minnesota
$18K 125
EWM
900
Edge Wealth Management
New York
$15K 100