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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 %
AWM
401
Apollon Wealth Management
South Carolina
$1.45M -$78.7K -533 -5%
PIMG
402
Patriot Investment Management Group
Tennessee
$1.44M – – –
ANTB
403
AMG National Trust Bank
Colorado
$1.41M -$8.12K -55 -0.6%
EWM
404
Endurance Wealth Management
Rhode Island
$1.4M -$31K -210 -2%
BWP
405
Bernardo Wealth Planning
Pennsylvania
$1.4M – – –
NL
406
Navalign LLC
California
$1.38M -$317K -2,150 -19%
SC
407
Scotia Capital
Ontario, Canada
$1.37M +$38.1K +258 +3%
SSWM
408
Smith Salley Wealth Management
North Carolina
$1.37M +$76.5K +518 +6%
MAFM
409
Mid Atlantic Financial Management
Pennsylvania
$1.37M +$103K +701 +8%
PBO
410
Peoples Bank (Ohio)
Ohio
$1.37M +$18.5K +125 +1%
LBC
411
Lowe Brockenbrough & Co
Virginia
$1.37M -$30.6K -207 -2%
JAG
412
Journey Advisory Group
Kentucky
$1.37M -$63.2K -428 -4%
IWS
413
Insight Wealth Strategies
California
$1.37M +$1.14M +7,699 +498%
VFA
414
Valeo Financial Advisors
Indiana
$1.35M – – –
YWP
415
YorkBridge Wealth Partners
New York
$1.35M – – –
MSA
416
Marino Stram & Associates
Massachusetts
$1.35M +$466K +3,158 +53%
APA
417
American Portfolios Advisors
New York
$1.34M +$12.7K +86 +1%
IWM
418
IHT Wealth Management
Illinois
$1.34M +$2.51K +17 +0.2%
CS
419
Credit Suisse
Switzerland
$1.33M +$1.33M +9,000 New
GRP
420
Global Retirement Partners
California
$1.32M +$429K +2,908 +48%
Deutsche Bank
421
Deutsche Bank
Germany
$1.32M +$595K +4,028 +83%
SFPG
422
Stonebridge Financial Planning Group
Florida
$1.31M +$348K +2,335 +36%
GWA
423
GGM Wealth Advisors
Maryland
$1.31M – – –
GT
424
Glenview Trust
Kentucky
$1.31M +$12.3K +83 +0.9%
HW
425
Hancock Whitney
Mississippi
$1.29M -$63.5K -430 -5%
15 16
17
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