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iShares S&P 500 Value ETF
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Overview Fund Activity

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

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$142M
2
Wells Fargo
2
Wells Fargo
California
$1.2B
3
Mariner
3
Mariner
Kansas
$118M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$123M
5
LPL Financial
5
LPL Financial
California
$251M

Top Sellers

1
WJA
1
Willis Johnson & Associates
Texas
$12.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.78B
3
SVCP
3
Silicon Valley Capital Partners
California
$1.72M
4
Lido Advisors
4
Lido Advisors
California
$70.3M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
226
Smithfield Trust
Pennsylvania
$5.19M +$240K +1,647 +5%
WA
227
Wealth Alliance
New York
$5.04M +$49.6K +341 +1%
FTS
228
Fifth Third Securities
Ohio
$4.86M +$4.86M +33,430 New
TCM
229
Telos Capital Management
California
$4.82M +$3.93K +27 +0.1%
Bank of Nova Scotia
230
Bank of Nova Scotia
Ontario, Canada
$4.8M +$1.56M +10,744 +48%
PA
231
Parallel Advisors
California
$4.71M +$239K +1,640 +5%
FNBT
232
FineMark National Bank & Trust
Florida
$4.7M +$461K +3,172 +11%
CI
233
CX Institutional
Indiana
$4.6M +$163K +1,122 +4%
TIM
234
Tortoise Investment Management
New York
$4.49M -$76.4K -525 -2%
SF
235
Synovus Financial
Georgia
$4.49M +$548K +3,770 +14%
GLLW
236
Graves Light Lenhart Wealth
Virginia
$4.48M +$1.55M +10,647 +53%
LA
237
Lynch & Associates
Indiana
$4.41M +$415K +2,855 +10%
RA
238
Rodgers & Associates
Pennsylvania
$4.41M -$2.33K -16 -0.1%
HB
239
Homrich & Berg
Georgia
$4.41M +$1.75M +12,020 +66%
First Trust Advisors
240
First Trust Advisors
Illinois
$4.32M -$2.11M -14,481 -33%
IUHSA
241
Itau Unibanco Holding S.A.
Brazil
$4.29M – – –
SIA
242
Stegner Investment Associates
Kentucky
$4.28M -$1.75K -12 -0%
Brown Advisory
243
Brown Advisory
Maryland
$4.19M +$40.4K +278 +1%
HCM
244
Hudson Capital Management
New Jersey
$4.17M -$143K -982 -3%
RB
245
Renasant Bank
Mississippi
$4.17M -$105K -723 -2%
WB
246
WesBanco Bank
West Virginia
$4.13M -$39.7K -273 -1%
LFAS
247
Level Four Advisory Services
Texas
$4.02M +$424K +2,915 +12%
SFP
248
Sterling Financial Planning
New Jersey
$3.97M +$72.3K +497 +2%
PA
249
Procyon Advisors
Connecticut
$3.96M -$39.6K -272 -1%
FHA
250
First Horizon Advisors
Tennessee
$3.96M +$2M +13,736 +102%
8 9
10
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