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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 %
WPWM
426
Windward Private Wealth Management
Kansas
$1.13M – – –
EFS
427
Essex Financial Services
Connecticut
$1.13M +$61.9K +426 +6%
MBT
428
Montecito Bank & Trust
California
$1.13M +$308K +2,115 +38%
NSB
429
Norway Savings Bank
Maine
$1.12M -$137K -945 -11%
EIA
430
Eldridge Investment Advisors
New Hampshire
$1.12M +$19.6K +135 +2%
RJT
431
Raymond James Trust
Florida
$1.11M -$6.55K -45 -0.6%
RIA
432
Realta Investment Advisors
Delaware
$1.11M +$23.6K +162 +2%
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$1.11M -$29.1K -200 -3%
PCS
434
Personal CFO Solutions
New Jersey
$1.1M -$43.3K -298 -4%
TGAM
435
TBH Global Asset Management
Tennessee
$1.1M +$89.6K +616 +9%
BFPW
436
BOK Financial Private Wealth
Colorado
$1.1M -$1.31K -9 -0.1%
CL
437
Choreo LLC
Illinois
$1.09M +$18K +124 +2%
SDWMA
438
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M +$7.85K +54 +0.7%
CC
439
Cadinha & Co
Hawaii
$1.09M – – –
BFA
440
Beacon Financial Advisory
Ohio
$1.08M +$51.8K +356 +5%
Prudential Financial
441
Prudential Financial
New Jersey
$1.07M -$173K -1,168 -14%
9WM
442
9258 Wealth Management
Ohio
$1.06M – – –
EK
443
Evensky & Katz
Florida
$1.04M -$727 -5 -0.1%
CPSC
444
Carl P. Sherr & Co
Massachusetts
$1.04M -$14.5K -100 -1%
LSPW
445
Lake Street Private Wealth
Illinois
$1.04M +$248K +1,707 +31%
HA
446
Harborview Advisors
Maine
$1.02M -$581 -4 -0.1%
CPIG
447
Chicago Partners Investment Group
Illinois
$1.02M -$193K -1,251 -16%
KM
448
Kalos Management
Georgia
$1.02M +$307K +2,006 +43%
OWA
449
Outlook Wealth Advisors
Texas
$1.01M -$103K -709 -9%
AA
450
Argent Advisors
Louisiana
$1.01M +$23.7K +163 +2%
16 17
18
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