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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
+$185M
2
HNB
Huntington National Bank
Ohio
+$83.9M
3
SVCP
Silicon Valley Capital Partners
California
+$45.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.4M
5
Ameriprise
Ameriprise
Minnesota
+$19.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$336M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$266M
3
GL
Graypoint LLC
New York
-$105M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
5
AC
Allstate Corporation
Illinois
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
351
Robertson Stephens Wealth Management
California
$1.93M -$124K -841 -6%
PAS
352
Park Avenue Securities
New York
$1.92M +$912K +6,174 +90%
WP
353
WealthSource Partners
California
$1.91M +$7.68K +52 +0.4%
TWP
354
Total Wealth Planning
Ohio
$1.91M -$61.9K -419 -3%
FC
355
Ferris Capital
Massachusetts
$1.91M +$1.29M +8,761 +209%
SB
356
Simmons Bank
Arkansas
$1.9M +$1.57M +10,644 +479%
GVAG
357
Great Valley Advisor Group
Delaware
$1.89M +$346K +2,341 +22%
MFW
358
Meristem Family Wealth
Minnesota
$1.89M -$24.7K -167 -1%
BMCM
359
Bryn Mawr Capital Management
Pennsylvania
$1.88M – – –
EIP
360
Ellis Investment Partners
Pennsylvania
$1.88M +$261K +1,769 +16%
FHC
361
First Horizon Corporation
Tennessee
$1.88M +$182K +1,231 +11%
DADC
362
D.A. Davidson & Co
Montana
$1.85M +$18.2K +123 +1%
MFT
363
Moisand Fitzgerald Tamayo
Florida
$1.83M -$13.3K -90 -0.7%
CFGS
364
Concourse Financial Group Securities
Alabama
$1.81M +$11.4K +77 +0.6%
HSA
365
HBK Sorce Advisory
Pennsylvania
$1.79M +$1M +6,781 +126%
WFA
366
Wellspring Financial Advisors
Ohio
$1.78M +$13.4K +91 +0.8%
RWG
367
Regal Wealth Group
California
$1.77M -$74.7K -506 -4%
RhumbLine Advisers
368
RhumbLine Advisers
Massachusetts
$1.77M – – –
NEWAS
369
N.E.W. Advisory Services
Wisconsin
$1.76M -$457K -3,091 -21%
GPWA
370
Great Point Wealth Advisors
Massachusetts
$1.75M – – –
APP
371
Avantax Planning Partners
Iowa
$1.74M -$19.5K -132 -1%
BA
372
Bristlecone Advisors
Washington
$1.71M +$22.7K +154 +1%
JWA
373
JFS Wealth Advisors
Pennsylvania
$1.7M +$890K +6,029 +110%
FWP
374
Falcon Wealth Planning
California
$1.66M -$37.5K -254 -2%
Franklin Resources
375
Franklin Resources
California
$1.65M +$969K +6,559 +142%
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