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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 %
AC
876
AlphaCore Capital
California
$35K 241 +241 New
AWM
877
Activest Wealth Management
Florida
$34K 234 -112 -32%
AW
878
Avion Wealth
Texas
$33K 227 +1 +0.4%
WFA
879
WestHill Financial Advisors
California
$32K 222 +222 New
AWM
880
Accel Wealth Management
Iowa
$31K 211 -209 -50%
Kayne Anderson Rudnick Investment Management
881
Kayne Anderson Rudnick Investment Management
California
$31K 215
FWM
882
Focused Wealth Management
New York
$31K 213
SAM
883
Strategic Asset Management
Minnesota
$30K 200 +200 New
DSC
884
Duncker Streett & Co
Missouri
$29K 200
SMA
885
Sage Mountain Advisors
Georgia
$29K 200
LDFR
886
Lehman & Derafelo Financial Resources
Pennsylvania
$26K 182
JPLA
887
Joseph P. Lucia & Associates
New York
$25K 175
SSC
888
Syverson Strege & Co
Iowa
$25K 175
OSAM
889
O'Shaughnessy Asset Management
Connecticut
$24K 165
OC
890
Oakworth Capital
Alabama
$24K 168
VNA
891
Valley National Advisers
Pennsylvania
$18K 125
GI
892
Gradient Investments
Minnesota
$18K 125
EWM
893
Edge Wealth Management
New York
$15K 100
WB
894
Webster Bank
Connecticut
$15K 100
PO
895
Private Ocean
California
$15K 100
BL
896
Balentine LLC
Georgia
$14K 95 +95 New
KIG
897
Kowal Investment Group
Wisconsin
$14K 97 +97 New
HA
898
Herold Advisors
New York
$14K 100 +100 New
RTL
899
Red Tortoise LLC
Georgia
$14K 110 +110 New
HI
900
Hudock Inc
Pennsylvania
$13K 91