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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.

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

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$36.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.89B
3
GL
Graypoint LLC
New York
$7.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$644M
5
AC
Allstate Corporation
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
601
Flagship Private Wealth
Massachusetts
$514K – – –
SWA
602
Stratos Wealth Advisors
Ohio
$513K -$36.8K -249 -7%
LFG
603
Larson Financial Group
Missouri
$513K -$13.1K -89 -2%
AAP
604
Arax Advisory Partners
Colorado
$513K +$513K +3,477 New
FNBTCON
605
First National Bank & Trust Co of Newtown
Pennsylvania
$509K – – –
PP
606
Professional Planning
California
$509K +$82.1K +556 +19%
TFA
607
TPG Financial Advisors
Oregon
$502K -$21.1K -143 -4%
GFP
608
Gryphon Financial Partners
Ohio
$500K – – –
CCMD
609
Cypress Capital Management (Delaware)
Delaware
$499K – – –
CWM
610
Cabot Wealth Management
Massachusetts
$497K -$3.1K -21 -0.6%
RC
611
RegentAtlantic Capital
New Jersey
$496K -$276K -1,872 -36%
HPWM
612
Highland Private Wealth Management
Washington
$496K – – –
Wolverine Trading
613
Wolverine Trading
Illinois
$495K -$161K -1,097 -25%
OPA
614
Old Port Advisors
Maine
$495K -$104K -699 -17%
JIP
615
Jaffetilchin Investment Partners
Florida
$495K +$257K +1,742 +108%
SFWC
616
Strategic Family Wealth Counselors
New Jersey
$486K – – –
CMO
617
Covenant Multifamily Offices
Texas
$484K +$17.7K +120 +4%
WA
618
WBH Advisory
Maryland
$481K +$595 +4 +0.1%
RHBC
619
R.H. Bluestein & Co
Michigan
$481K +$3.69K +25 +0.8%
BTWM
620
Baker Tilly Wealth Management
Wisconsin
$479K +$22.4K +152 +5%
WH
621
Whitcomb & Hess
Ohio
$476K +$476K +3,225 New
WAM
622
WNY Asset Management
New York
$475K +$475K +3,221 New
CTC
623
Central Trust Company
Missouri
$469K – – –
AIS
624
American Investment Services
Massachusetts
$468K -$590 -4 -0.1%
MSAM
625
Moloney Securities Asset Management
Missouri
$467K +$739 +5 +0.2%
23 24
25
26 27