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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.

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
1
Wells Fargo
California
$1.12B
2
HNB
2
Huntington National Bank
Ohio
$83.9M
3
SVCP
3
Silicon Valley Capital Partners
California
$58M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$34.3M
5
Ameriprise
5
Ameriprise
Minnesota
$259M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$36.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.89B
3
GL
3
Graypoint LLC
New York
$7.02M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$644M
5
AC
5
Allstate Corporation
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$87.1M 589,867 -21,986 -4%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848 – –
HNB
28
Huntington National Bank
Ohio
$83.9M 1,827 +1,827 New
LI
29
LVZ Inc
Michigan
$83.8M 567,348 +118,399 +26%
HFBOT
30
Home Federal Bank of Tennessee
Tennessee
$63.1M 427,272 -4,200 -1%
Mariner
31
Mariner
Kansas
$61.7M 417,853 +16,724 +4%
Barclays
32
Barclays
United Kingdom
$61M 412,822 -7,406 -2%
MCM
33
MAI Capital Management
Ohio
$60.9M 412,220 +28,914 +8%
VA
34
Valmark Advisers
Ohio
$59.4M 402,596 -30,036 -7%
SVCP
35
Silicon Valley Capital Partners
California
$58M 392,960 +309,689 +372%
EH
36
Equitable Holdings
New York
$55M 372,217 +471 +0.1%
HI
37
Harbour Investments
Wisconsin
$54.8M 371,354 +79,180 +27%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$54.1M 366,163 +15,052 +4%
FHB
39
First Hawaiian Bank
Hawaii
$52.6M 356,294 -1,352 -0.4%
Financial Engines Advisors
40
Financial Engines Advisors
California
$52.5M 355,825 +7,397 +2%
CIBC Asset Management
41
CIBC Asset Management
Ontario, Canada
$50.8M 344,376 +62,356 +22%
PFM
42
Phillips Financial Management
Indiana
$49.1M 332,806 -755 -0.2%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$48.3M 327,413 +50,053 +18%
UCFA
44
United Capital Financial Advisors
Texas
$48M 325,304 -20,329 -6%
CC
45
Courier Capital
New York
$47.8M 324,048 -1,041 -0.3%
SL
46
Salomon & Ludwin
Virginia
$47.1M 319,206 +4,739 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$46.7M 316,152 -33,858 -10%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$42.1M 285,175 -4,112 -1%
BAAM
49
Baker Avenue Asset Management
California
$41.7M 282,366 -822 -0.3%
PA
50
Probity Advisors
Texas
$41.1M 278,671 +5,279 +2%
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