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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
$142M
2
Wells Fargo
Wells Fargo
California
$1.2B
3
Mariner
Mariner
Kansas
$118M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$123M
5
LPL Financial
LPL Financial
California
$251M

Top Sellers

1
WJA
Willis Johnson & Associates
Texas
$12.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.78B
3
SVCP
Silicon Valley Capital Partners
California
$1.72M
4
Lido Advisors
Lido Advisors
California
$70.3M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
601
Wealthcare Advisory Partners
Pennsylvania
$489K -$37.4K -257 -7%
HPWM
602
Highland Private Wealth Management
Washington
$489K – – –
CWM
603
Cabot Wealth Management
Massachusetts
$488K -$1.45K -10 -0.3%
COF
604
Capital One Financial
Virginia
$483K +$25.3K +174 +6%
TFS
605
TrustCore Financial Services
Tennessee
$481K -$55K -378 -10%
TW
606
Towerpoint Wealth
California
$480K -$99.6K -685 -17%
SFWC
607
Strategic Family Wealth Counselors
New Jersey
$479K – – –
TP
608
Tranquility Partners
Tennessee
$477K +$34.9K +240 +8%
RHBC
609
R.H. Bluestein & Co
Michigan
$474K – – –
WA
610
WBH Advisory
Maryland
$472K +$1.46K +10 +0.3%
MA
611
MCF Advisors
Kentucky
$471K +$433K +2,976 +1,145%
APW
612
Aurora Private Wealth
New Jersey
$470K -$514K -3,538 -52%
CA
613
Calton & Associates
Florida
$468K +$468K +3,218 New
WAM
614
WNY Asset Management
New York
$465K -$3.93K -27 -0.8%
WH
615
Whitcomb & Hess
Ohio
$464K -$4.8K -33 -1%
MSAM
616
Moloney Securities Asset Management
Missouri
$464K +$4.51K +31 +1%
CTC
617
Central Trust Company
Missouri
$462K – – –
AIS
618
American Investment Services
Massachusetts
$461K – – –
JGIA
619
Jackson Grant Investment Advisers
Connecticut
$458K +$2.62K +18 +0.6%
BCP
620
Blue Chip Partners
Michigan
$455K -$57.7K -397 -11%
SWM
621
SeaCrest Wealth Management
New York
$455K +$582 +4 +0.1%
GFP
622
Gryphon Financial Partners
Ohio
$452K -$40.3K -277 -8%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$449K – – –
JIC
624
Joel Isaacson & Co
New York
$448K – – –
KCA
625
Karn Couzens & Associates
Connecticut
$447K +$291 +2 +0.1%
23 24
25
26 27