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iShares S&P 500 Value ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.12B
2
HNB
Huntington National Bank
Ohio
$83.9M
3
SVCP
Silicon Valley Capital Partners
California
$58M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$34.3M
5
Ameriprise
Ameriprise
Minnesota
$259M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$36.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.89B
3
GL
Graypoint LLC
New York
$7.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$644M
5
AC
Allstate Corporation
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$4.36M -$494K -3,347 -10%
IUHSA
252
Itau Unibanco Holding S.A.
Brazil
$4.36M – – –
SIA
253
Stegner Investment Associates
Kentucky
$4.35M -$346K -2,342 -7%
RB
254
Renasant Bank
Mississippi
$4.34M +$12.8K +87 +0.3%
BBHBI
255
B, B, H, & B Inc
Alabama
$4.33M +$2.22M +15,055 +106%
FNBT
256
FineMark National Bank & Trust
Florida
$4.31M +$478K +3,240 +12%
PP
257
Paloma Partners
Connecticut
$4.26M +$4.26M +28,880 New
SAM
258
Securian Asset Management
Minnesota
$4.24M -$3.44M -23,300 -45%
WB
259
WesBanco Bank
West Virginia
$4.24M +$1.02M +6,901 +32%
SC
260
Savant Capital
Illinois
$4.23M -$239K -1,617 -5%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$4.23M +$91.7K +621 +2%
Brown Advisory
262
Brown Advisory
Maryland
$4.21M +$114K +773 +3%
TA
263
TrueWealth Advisors
Alabama
$4.12M +$537K +3,634 +15%
PA
264
Procyon Advisors
Connecticut
$4.06M +$253K +1,711 +7%
LA
265
Lynch & Associates
Indiana
$4.06M +$482K +3,262 +13%
SF
266
Synovus Financial
Georgia
$4.01M +$4.01M +27,145 New
BAM
267
Belpointe Asset Management
Nevada
$3.99M +$61.3K +415 +2%
SFP
268
Sterling Financial Planning
New Jersey
$3.95M -$47.5K -322 -1%
PWP
269
Personal Wealth Partners
Minnesota
$3.94M -$238K -1,610 -6%
CA
270
Clearstead Advisors
Ohio
$3.92M -$45K -305 -1%
HCM
271
Hudson Capital Management
New Jersey
$3.91M -$58.9K -446 -1%
NB
272
Nicolet Bankshares
Wisconsin
$3.84M – – –
MSWMA
273
Market Street Wealth Management Advisors
Indiana
$3.82M -$19.5K -132 -0.5%
FTUS
274
Flow Traders U.S.
New York
$3.81M +$3.81M +25,814 New
BOS
275
Bingham Osborn & Scarborough
California
$3.75M +$148 +1 +0%
9 10
11
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