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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.

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

Top Sellers

1
WJA
Willis Johnson & Associates
Texas
$12.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.78B
3
SVCP
Silicon Valley Capital Partners
California
$1.72M
4
Lido Advisors
Lido Advisors
California
$70.3M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
Mutual Advisors
Nebraska
$2.68M -$108K -740 -4%
IA
302
IFP Advisors
Florida
$2.64M +$124K +852 +5%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$2.64M -$518K -3,560 -16%
DWT
304
Dorsey & Whitney Trust
South Dakota
$2.62M – – –
FCC
305
Florin Court Capital
United Kingdom
$2.58M +$1.44M +9,900 +126%
PAS
306
Park Avenue Securities
New York
$2.57M +$675K +4,643 +36%
TF
307
TIAA FSB
Florida
$2.56M -$244K -1,675 -9%
NFG
308
Nations Financial Group
Iowa
$2.56M -$841K -5,783 -25%
HCA
309
Heck Capital Advisors
Wisconsin
$2.47M -$331K -2,279 -12%
RIS
310
Retirement Income Solutions
Michigan
$2.47M – – –
CCT
311
Country Club Trust
Missouri
$2.47M +$46K +311 +2%
KFAA
312
Klaas Financial Asset Advisors
Illinois
$2.37M -$67.2K -462 -3%
FMBTD
313
First Midwest Bank Trust Division
Illinois
$2.33M -$320K -2,201 -12%
First Manhattan
314
First Manhattan
New York
$2.33M +$2.29M +15,734 +5,639%
GSEP
315
Golden State Equity Partners
California
$2.25M -$17K -117 -0.8%
BOH
316
Bank of Hawaii
Hawaii
$2.24M -$2.91K -20 -0.1%
ATPW
317
Ashton Thomas Private Wealth
Arizona
$2.2M +$137K +945 +7%
COCM
318
Charter Oak Capital Management
New Hampshire
$2.16M -$97.7K -672 -4%
WP
319
WealthSource Partners
California
$2.15M +$261K +1,796 +14%
SCG
320
Sonata Capital Group
Washington
$2.15M +$21.8K +150 +1%
MIAN
321
Mariner Independent Advisor Network
Kansas
$2.15M +$36.4K +249 +2%
EDRIA
322
Edmonds Duncan Registered Investment Advisors
Kansas
$2.13M +$40.1K +276 +2%
AWP
323
Ascent Wealth Partners
New York
$2.12M -$31.4K -216 -1%
TFA
324
Tobias Financial Advisors
Florida
$2.1M -$262K -1,800 -11%
GCM
325
Gables Capital Management
Florida
$2.1M – – –
11 12
13
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