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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 %
IP
526
Intellectus Partners
California
$696K -$40K -275 -5%
SBH
527
Segall Bryant & Hamill
Illinois
$694K – – –
WS
528
Wedbush Securities
California
$691K +$291 +2 +0%
CAC
529
Certified Advisory Corp
Florida
$686K +$22.8K +157 +3%
WQ
530
Wealth Quarterback
New Jersey
$665K -$9.75K -67 -1%
GWS
531
Glassman Wealth Services
Virginia
$665K – – –
LW
532
Linscomb Wealth
Texas
$665K +$145 +1 +0%
ZCA
533
Zeke Capital Advisors
Pennsylvania
$656K – – –
AW
534
ACG Wealth
Georgia
$655K +$436 +3 +0.1%
VVP
535
Venture Visionary Partners
Ohio
$654K -$16.1K -111 -2%
DAS
536
Dynamic Advisor Solutions
Arizona
$651K +$61.7K +424 +10%
AWA
537
Alta Wealth Advisors
Massachusetts
$650K -$9.16K -63 -1%
FC
538
Ferris Capital
Massachusetts
$646K -$1.35M -8,761 -68%
WTC
539
WhitTier Trust Company
Nevada
$643K +$270K +1,857 +72%
Cerity Partners
540
Cerity Partners
New York
$641K -$129K -887 -17%
Two Sigma Investments
541
Two Sigma Investments
New York
$640K -$5.44M -37,400 -89%
SCI
542
S&CO Inc
Massachusetts
$632K – – –
CS
543
Capital Square
Tennessee
$632K – – –
SCA
544
Snowden Capital Advisors
New York
$630K +$51.6K +355 +9%
LSA
545
L & S Advisors
California
$629K +$394K +2,710 +167%
AWA
546
Arkadios Wealth Advisors
Georgia
$618K -$156K -1,077 -20%
PP
547
Professional Planning
California
$616K +$115K +789 +23%
ESB
548
Essex Savings Bank
Connecticut
$614K +$614K +4,058 New
IRAG
549
Investment Research & Advisory Group
Georgia
$612K – – –
MPCG
550
Matrix Private Capital Group
New York
$611K +$29.1K +200 +5%
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