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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 %
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$10.6M 72,000 +250 +0.3%
BZWA
152
Blue Zone Wealth Advisors
California
$10.5M 71,442 -9,159 -11%
MGIA
153
Matthew Goff Investment Advisor
Texas
$10.3M 69,961 +4,644 +7%
Bank Julius Baer & Co
154
Bank Julius Baer & Co
Switzerland
$10.3M 69,446 +68,552 +7,668%
BS
155
Banco Santander
Spain
$10.1M 68,725 -65,567 -49%
PW
156
Peninsula Wealth
California
$10.1M 68,717 -2,526 -4%
OAM
157
Occidental Asset Management
California
$10M 67,939 +3,881 +6%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$9.8M 66,381 +1,827 +3%
EPP
159
ETF Portfolio Partners
Kansas
$9.46M 64,066 +5,490 +9%
BFM
160
Broadview Financial Management
Wisconsin
$9.42M 63,816 -780 -1%
LWA
161
LWS Wealth Advisors
New Jersey
$9.4M 63,677 +11,172 +21%
AIA
162
Alera Investment Advisors
Illinois
$9.17M 61,950 +370 +0.6%
JWCA
163
J.W. Cole Advisors
Florida
$9.06M 61,353 +42,392 +224%
MUAMU
164
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.93M 60,500 -24,000 -28%
GWM
165
Geneos Wealth Management
Colorado
$8.79M 59,025 -3,591 -6%
FMW
166
Farr Miller & Washington
District of Columbia
$8.77M 59,384 +4,887 +9%
ED
167
Exane Derivatives
France
$8.73M 58,974 +23,528 +66%
AIM
168
Acropolis Investment Management
Missouri
$8.67M 58,717 -512 -0.9%
FBA
169
Front Barnett Associates
Illinois
$8.62M 58,365 +2,314 +4%
Squarepoint
170
Squarepoint
New York
$8.6M 58,252 +28,539 +96%
TS
171
Tamar Securities
California
$8.59M 58,206 +7,584 +15%
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.53M 57,760 +4,415 +8%
PFA
173
Pure Financial Advisors
California
$8.44M 57,148 -4,777 -8%
CFB
174
Cullen/Frost Bankers
Texas
$8.43M 57,074 +33,492 +142%
BPA
175
Beacon Pointe Advisors
California
$8.27M 56,040 +5,078 +10%