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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 %
JWM
901
Janiczek Wealth Management
Colorado
$13K 87
RCA
902
Ranch Capital Advisors
Florida
$12K 84
AIA
903
Armor Investment Advisors
North Carolina
$12K 79
FCFS
904
First Command Financial Services
Texas
$11K 79
FCB
905
First Command Bank
Texas
$11K 79
IFAM
906
Institutional & Family Asset Management
Colorado
$10K 72 -4,367 -98%
FRA
907
Front Row Advisors
California
$10K 70
TFA
908
Toth Financial Advisory
Virginia
$10K 71
PIP
909
Peachtree Investment Partners
Florida
$10K 71
FCA
910
FinTrust Capital Advisors
South Carolina
$9K 60
KFS
911
Kelly Financial Services
Massachusetts
$8.73K 60 -8,798 -99%
GWSG
912
GPS Wealth Strategies Group
Colorado
$8K 58
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$8K 52 +52 New
CA
914
Crewe Advisors
Utah
$7K 45
CFFP
915
Center for Financial Planning
Michigan
$7K 50 +50 New
LIA
916
LBMC Investment Advisors
Tennessee
$6.64K 647,614 +602,658 +1,341%
JMF
917
Johnson Midwest Financial
Iowa
$6K 44 -106,518 -100%
APWA
918
Atlas Private Wealth Advisors
New Jersey
$5K 35
ODG
919
O'Dell Group
Ohio
$5K 31 +31 New
CI
920
Cordant Inc
Oregon
$5K 33 +33 New
CAGAS
921
Capital Advisory Group Advisory Services
Minnesota
$4K 29
SC
922
SouthState Corp
Florida
$4K 25 +25 New
TCWA
923
Ten Capital Wealth Advisors
Washington
$3K 24
IHWM
924
Iron Horse Wealth Management
Iowa
$3K 20
ICM
925
Islay Capital Management
Texas
$2K 14