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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.

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
1
Varma Mutual Pension Insurance Co
Finland
$142M
2
Wells Fargo
2
Wells Fargo
California
$1.2B
3
Mariner
3
Mariner
Kansas
$118M
4
SWPG
4
Strategic Wealth Partners Group
Illinois
$50.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$123M

Top Sellers

1
WJA
1
Willis Johnson & Associates
Texas
$12.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.78B
3
SVCP
3
Silicon Valley Capital Partners
California
$1.72M
4
Lido Advisors
4
Lido Advisors
California
$70.3M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$84.8M 582,821 -32,983 -5%
Betterment LLC
27
Betterment LLC
New York
$83.8M 576,550 -13,317 -2%
Lido Advisors
28
Lido Advisors
California
$70.3M 483,512 -358,465 -43%
HFBOT
29
Home Federal Bank of Tennessee
Tennessee
$62.2M 427,525 +253 +0.1%
MCM
30
MAI Capital Management
Ohio
$61.5M 422,693 +10,473 +3%
VA
31
Valmark Advisers
Ohio
$58.2M 400,326 -2,270 -0.6%
Barclays
32
Barclays
United Kingdom
$55.5M 381,350 -31,472 -8%
HI
33
Harbour Investments
Wisconsin
$55.4M 381,282 +9,928 +3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$55.1M 378,776 +12,613 +3%
Financial Engines Advisors
35
Financial Engines Advisors
California
$53.8M 369,849 +14,024 +4%
EH
36
Equitable Holdings
New York
$52.8M 363,016 -9,201 -2%
FHB
37
First Hawaiian Bank
Hawaii
$51.9M 356,904 +610 +0.2%
SWPG
38
Strategic Wealth Partners Group
Illinois
$50.4M 346,583 +346,583 New
PFM
39
Phillips Financial Management
Indiana
$49.4M 339,502 +6,696 +2%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$48.6M 333,975 +6,562 +2%
SL
41
Salomon & Ludwin
Virginia
$46.8M 321,740 +2,534 +0.8%
UCFA
42
United Capital Financial Advisors
Texas
$46.4M 319,313 -5,991 -2%
ANB
43
Amarillo National Bank
Texas
$46.3M 318,313 +51,715 +19%
CC
44
Courier Capital
New York
$45.9M 315,706 -8,342 -3%
HighTower Advisors
45
HighTower Advisors
Illinois
$44.3M 304,423 -11,729 -4%
PA
46
Probity Advisors
Texas
$41.9M 287,928 +9,257 +3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$41.5M 285,091 -84 -0%
BAAM
48
Baker Avenue Asset Management
California
$40.3M 276,854 -5,512 -2%
KeyBank National Association
49
KeyBank National Association
Ohio
$38.8M 266,701 -5,066 -2%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$38.6M 265,465 -2,271 -0.8%
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