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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
+$106M
2
Wells Fargo
Wells Fargo
California
+$103M
3
Mariner
Mariner
Kansas
+$57.6M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$18.7M
5
LPL Financial
LPL Financial
California
+$16.2M

Top Sellers

1
WJA
Willis Johnson & Associates
Texas
-$84.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$65.5M
3
SVCP
Silicon Valley Capital Partners
California
-$55.4M
4
Lido Advisors
Lido Advisors
California
-$52.1M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
351
Bristlecone Advisors
Washington
$1.73M +$43.3K +298 +3%
GPWA
352
Great Point Wealth Advisors
Massachusetts
$1.72M – – –
SVCP
353
Silicon Valley Capital Partners
California
$1.72M -$55.4M -381,142 -97%
Franklin Resources
354
Franklin Resources
California
$1.71M +$85.2K +586 +5%
APP
355
Avantax Planning Partners
Iowa
$1.69M -$24.9K -171 -1%
FA
356
Flagstar Advisors
New York
$1.67M +$1.67M +11,474 New
AIC
357
Ameritas Investment Company
Nebraska
$1.62M +$268K +1,846 +20%
TPWA
358
TRUE Private Wealth Advisors
Oregon
$1.62M +$105K +719 +7%
MWM
359
Mattern Wealth Management
Kansas
$1.61M – – –
FWP
360
Falcon Wealth Planning
California
$1.6M -$29.1K -200 -2%
IWC
361
Integrated Wealth Concepts
Massachusetts
$1.6M +$415K +2,854 +35%
RBC
362
Roble Belko & Company
Pennsylvania
$1.59M – – –
KBFS
363
Kohmann Bosshard Financial Services
Ohio
$1.59M +$15.4K +106 +1%
HR
364
Hayden Royal
North Carolina
$1.59M +$78.3K +538 +5%
NEWAS
365
N.E.W. Advisory Services
Wisconsin
$1.59M -$142K -976 -8%
MWM
366
Marietta Wealth Management
Georgia
$1.54M -$145 -1 -0%
TFF
367
The Family Firm
Maryland
$1.54M +$8.87K +58 +0.6%
WFAG
368
Wescott Financial Advisory Group
Pennsylvania
$1.53M +$4.65K +32 +0.3%
AFAS
369
Acorn Financial Advisory Services
Virginia
$1.53M -$46.7K -321 -3%
GT
370
Glenview Trust
Kentucky
$1.52M +$232K +1,596 +18%
PA
371
PSI Advisors
Florida
$1.52M -$19.8K -136 -1%
SAM
372
Silvercrest Asset Management
New York
$1.46M -$38.5K -265 -3%
BAM
373
Baldrige Asset Management
Pennsylvania
$1.45M -$1.45K -10 -0.1%
BP
374
Ballentine Partners
Massachusetts
$1.45M -$1.02K -7 -0.1%
AIM
375
Alhambra Investment Management
Florida
$1.44M +$259K +1,783 +22%
13 14
15
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