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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 Holding Trade Value Shares
Change
Shares
Change %
ASN
201
Advisory Services Network
Georgia
$6.47M +$2.49M +16,875 +63%
JFA
202
Johanson Financial Advisors
California
$6.46M +$110K +746 +2%
BC
203
Bartlett & Co
Ohio
$6.46M -$92.9K -629 -1%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$6.46M -$92.9K -629 -1%
SWP
205
Stratos Wealth Partners
Ohio
$6.42M +$721K +4,883 +13%
SWM
206
Soundmark Wealth Management
Washington
$6.41M +$6.17K +42 +0.1%
KP
207
Keel Point
Alabama
$6.4M -$425K -2,878 -6%
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$6.39M +$247K +1,671 +4%
CWM
209
Cranbrook Wealth Management
Michigan
$6.33M -$177K -1,196 -3%
RWM
210
RKL Wealth Management
Pennsylvania
$6.21M -$212K -1,434 -3%
Two Sigma Investments
211
Two Sigma Investments
New York
$6.17M +$1.25M +8,500 +26%
KPWG
212
KFA Private Wealth Group
Virginia
$6.16M +$108K +729 +2%
SNT
213
Security National Trust
West Virginia
$6.12M +$154K +1,044 +3%
FWP
214
FAS Wealth Partners
Kansas
$6.09M -$18.2K -123 -0.3%
EWA
215
Exencial Wealth Advisors
Oklahoma
$6.08M -$318K -2,154 -5%
Citadel Advisors
216
Citadel Advisors
Florida
$6.08M -$2.3M -15,548 -27%
AF
217
Allworth Financial
California
$6.01M +$1.29M +8,767 +27%
SWMP
218
Signature Wealth Management Partners
New Jersey
$6.01M +$229K +1,554 +4%
GPA
219
Guidance Point Advisors
Massachusetts
$6M +$175K +1,187 +3%
FMP
220
Financial Management Professionals
Texas
$5.92M +$5.91M +40,008 +66,680%
LB
221
Leo Brokerage
Texas
$5.88M +$2.84M +19,255 +94%
UAS
222
United Asset Strategies
New York
$5.85M +$264K +1,786 +5%
BSW
223
Buckingham Strategic Wealth
Missouri
$5.69M +$27.9K +189 +0.5%
PFP
224
Pinnacle Financial Partners
Tennessee
$5.59M +$112K +758 +2%
PWA
225
Pinnacle Wealth Advisors
Tennessee
$5.59M +$5.59M +37,860 New