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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 %
WANY
276
Wealthspire Advisors (New York)
New York
$3.73M -$21.6K -146 -0.6%
PB
277
Pinnacle Bancorp
Nebraska
$3.72M -$101K -683 -3%
AI
278
Atria Investments
North Carolina
$3.7M +$2.5M +16,929 +208%
LFAS
279
Level Four Advisory Services
Texas
$3.65M +$141K +952 +4%
ZIG
280
Zurich Insurance Group
Switzerland
$3.64M +$3.64M +24,980 New
QCM
281
Quest Capital Management
Texas
$3.63M +$15.5K +105 +0.4%
EWM
282
Evercore Wealth Management
New York
$3.6M – – –
NFG
283
Nations Financial Group
Iowa
$3.45M +$402K +2,724 +13%
SHA
284
Seneca House Advisors
Virginia
$3.44M +$559K +3,789 +19%
IP
285
Investment Partners
Ohio
$3.44M -$8.71K -59 -0.3%
FHC
286
First Heartland Consultants
Missouri
$3.43M -$93.9K -636 -3%
PP
287
Palladium Partners
Virginia
$3.38M -$55.7K -377 -2%
ASFA
288
All Season Financial Advisors
Colorado
$3.34M +$3.34M +22,587 New
VPIM
289
Vanguard Personalized Indexing Management
California
$3.33M – – –
GG
290
GenWealth Group
New Jersey
$3.32M +$6.05K +41 +0.2%
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$3.29M -$1.3M -8,826 -28%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$3.2M -$606K -4,106 -16%
ABC
293
Associated Banc-Corp
Wisconsin
$3.12M +$1.27M +8,596 +69%
AP
294
Arlington Partners
Alabama
$3.12M +$450K +3,049 +17%
GB
295
Gunma Bank
Japan
$3.1M -$1.48M -10,000 -32%
AL
296
ACAS LLC
California
$3.09M +$251K +1,702 +9%
SCM
297
SOL Capital Management
Maryland
$3.05M -$59.1K -400 -2%
SCM
298
Stordahl Capital Management
Colorado
$3.03M -$57.9K -392 -2%
BCM
299
Brookstone Capital Management
Illinois
$3.02M -$2.85M -19,240 -49%
IDA
300
Intelligence Driven Advisers
California
$2.99M -$72.5K -491 -2%
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