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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 %
SYBT
626
Stock Yards Bank & Trust
Kentucky
$446K – – –
TI
627
Truepoint Inc
Ohio
$444K – – –
AIP
628
Almanack Investment Partners
Pennsylvania
$441K +$441K +3,033 New
UIA
629
UBP Investment Advisors
Switzerland
$440K – – –
WTB
630
Washington Trust Bank
Washington
$429K – – –
WIA
631
World Investment Advisors
California
$428K -$664K -4,561 -61%
GGS
632
Galvin Gaustad & Stein
Arizona
$427K -$19.6K -135 -4%
OPW
633
Oxler Private Wealth
New York
$422K – – –
EC
634
Estate Counselors
Wisconsin
$421K -$29K -200 -6%
VC
635
Veracity Capital
Georgia
$419K – – –
4WM
636
4J Wealth Management
Virginia
$416K – – –
CA
637
Claro Advisors
Massachusetts
$415K – – –
RRWA
638
Rainey & Randall Wealth Advisors
Florida
$414K +$59.1K +407 +17%
IFWM
639
Institute for Wealth Management
Colorado
$412K -$10.6K -73 -3%
WJWM
640
Williams Jones Wealth Management
New York
$412K – – –
NAM
641
NorthCoast Asset Management
Connecticut
$412K +$64.9K +446 +19%
SDAM
642
Shulman DeMeo Asset Management
New York
$408K +$408K +2,803 New
TTWM
643
TCV Trust & Wealth Management
Virginia
$407K -$174K -1,200 -30%
DWM
644
Darwin Wealth Management
Florida
$407K -$2.33K -16 -0.6%
SWM
645
Stockman Wealth Management
Montana
$407K – – –
ACP
646
Arcus Capital Partners
Georgia
$404K – – –
AI
647
AXS Investments
New York
$404K +$404K +2,780 New
MYIA
648
Mount Yale Investment Advisors
Colorado
$404K +$404K +2,781 New
PWA
649
Peterson Wealth Advisors
Utah
$400K – – –
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$396K +$121K +835 +44%
24 25
26
27 28