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iShares S&P 500 Value ETF
929 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, 366 increasing their positions, 285 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
75% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 40
40% more call options, than puts
Call options by funds: $25.4M | Put options by funds: $18.2M
28% more repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 285
2% more funds holding
Funds holding: 912 → 929 (+17)
2% more capital invested
Capital invested by funds: $15.5B → $15.8B (+$290M)
2.1% less ownership
Funds ownership: 72.63% → 70.53% (-2.1%)
4% less funds holding in top 10
Funds holding in top 10: 81 → 78 (-3)
Holders
929
Holders Change
+17
Holders Change %
+1.86%
% of All Funds
16.17%
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
366
Reduced
285
Closed
40
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.26M
Net Calls Change
-$7.27M
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$184M |
| 2 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
+$45.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.3M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$17.5M |
Top Sellers
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$335M |
| 2 |
JP Morgan Chase
New York
|
-$265M |
| 3 |
GL
Graypoint LLC
Albany,
New York
|
-$105M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$86.7M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$60.7M |
