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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 %
TFA
326
Tobias Financial Advisors
Florida
$2.4M -$5.76K -39 -0.2%
WCM
327
WealthBridge Capital Management
Ohio
$2.3M +$712K +4,825 +45%
GSEP
328
Golden State Equity Partners
California
$2.3M +$432K +2,927 +23%
COCM
329
Charter Oak Capital Management
New Hampshire
$2.29M -$130K -882 -5%
BOH
330
Bank of Hawaii
Hawaii
$2.28M -$48.3K -327 -2%
HF
331
HRT Financial
New York
$2.27M -$660K -4,470 -23%
TC
332
Telemus Capital
Michigan
$2.27M +$18.5K +125 +0.8%
CWM
333
Cahaba Wealth Management
Georgia
$2.23M -$223K -1,501 -9%
AWP
334
Ascent Wealth Partners
New York
$2.18M -$58.9K -399 -3%
SCG
335
Sonata Capital Group
Washington
$2.16M -$152K -1,031 -7%
PPA
336
Parametric Portfolio Associates
Washington
$2.15M +$103K +700 +5%
MIAN
337
Mariner Independent Advisor Network
Kansas
$2.13M +$130K +880 +6%
GCM
338
Gables Capital Management
Florida
$2.13M – – –
EDRIA
339
Edmonds Duncan Registered Investment Advisors
Kansas
$2.12M +$13.6K +92 +0.6%
AllianceBernstein
340
AllianceBernstein
Tennessee
$2.11M -$58K -393 -3%
ARC
341
Advisor Resource Council
Texas
$2.11M +$2.11M +14,256 New
ATPW
342
Ashton Thomas Private Wealth
Arizona
$2.09M +$43.4K +294 +2%
WDG
343
Wealth Dimensions Group
Ohio
$2.07M -$56.3K -381 -3%
MFG
344
Magnus Financial Group
New York
$2.03M +$6.64K +45 +0.3%
TWM
345
Tolleson Wealth Management
Texas
$2.03M – – –
OC
346
Oppenheimer & Co
New York
$2.03M +$295K +1,997 +17%
WP
347
WMS Partners
Maryland
$2M -$137K -930 -6%
FHA
348
First Horizon Advisors
Tennessee
$1.99M +$109K +740 +6%
KOC
349
Koss-Olinger Consulting
Florida
$1.99M -$52.1K -353 -3%
PA
350
Prism Advisors
California
$1.94M +$1.22M +8,251 +169%
12 13
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