IVE icon

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 %
PO
901
Private Ocean
California
$15K 100
WB
902
Webster Bank
Connecticut
$15K 100 +100 New
AIG
903
American International Group
New York
$14.1K 95,760 +5,320 +6%
JWM
904
Janiczek Wealth Management
Colorado
$13K 87
HI
905
Hudock Inc
Pennsylvania
$13K 91
FCB
906
First Command Bank
Texas
$12K 79
FCFS
907
First Command Financial Services
Texas
$12K 79
RCA
908
Ranch Capital Advisors
Florida
$12K 84
AIA
909
Armor Investment Advisors
North Carolina
$12K 79 +1 +1%
TFA
910
Toth Financial Advisory
Virginia
$10K 71
FRA
911
Front Row Advisors
California
$10K 70
PIP
912
Peachtree Investment Partners
Florida
$10K 71
FCA
913
FinTrust Capital Advisors
South Carolina
$9K 60
GWSG
914
GPS Wealth Strategies Group
Colorado
$9K 58
CA
915
Crewe Advisors
Utah
$7K 45
APWA
916
Atlas Private Wealth Advisors
New Jersey
$5K 35 -1,000 -97%
BW
917
Bison Wealth
Georgia
$4K 26
TCWA
918
Ten Capital Wealth Advisors
Washington
$4K 24
CAGAS
919
Capital Advisory Group Advisory Services
Minnesota
$4K 29
IHWM
920
Iron Horse Wealth Management
Iowa
$3K 20 +20 New
ICM
921
Islay Capital Management
Texas
$2K 14
MA
922
MBA Advisors
Pennsylvania
$1.32K 8,968 +143 +2%
TAM
923
Tucker Asset Management
Colorado
$1.18K 8
BBHC
924
Brown Brothers Harriman & Co
New York
$574 3,888 -3,407 -47%
WIM
925
Westside Investment Management
California
$15 107