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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 %
GCA
651
Gradient Capital Advisors
California
$395K – – –
SWA
652
Stratos Wealth Advisors
Ohio
$389K -$116K -798 -23%
FIB
653
First Interstate Bank
Montana
$389K – – –
WI
654
Wintrust Investments
Illinois
$389K +$873 +6 +0.2%
CAI
655
Capital Advisors Inc
Oklahoma
$385K -$3.93K -27 -1%
VWA
656
Visionary Wealth Advisors
Illinois
$382K +$29.4K +202 +8%
ST
657
Spinnaker Trust
Maine
$380K – – –
SSB
658
Sandy Spring Bank
Maryland
$379K – – –
CPSAC
659
Chas P. Smith & Associates (CPS)
Florida
$379K – – –
FPGK
660
Financial Partners Group (Kansas)
Kansas
$379K +$17.2K +118 +5%
WF
661
Welch & Forbes
Massachusetts
$378K – – –
MC
662
Mathes Company
New York
$378K – – –
CIC
663
Carnegie Investment Counsel
Ohio
$377K -$14.5K -100 -4%
PA
664
PFG Advisors
Arizona
$375K -$30.4K -209 -8%
DC
665
Davenport & Co
Virginia
$372K +$49.2K +338 +15%
EVM
666
Eaton Vance Management
Massachusetts
$370K – – –
GC
667
Gratus Capital
Georgia
$368K – – –
FWM
668
Filbrandt Wealth Management
Wisconsin
$363K – – –
GEA
669
Glen Eagle Advisors
New Jersey
$360K +$27.1K +186 +8%
3LCM
670
3D/L Capital Management
Connecticut
$360K +$22.5K +155 +7%
ZF
671
Zhang Financial
Michigan
$353K – – –
KOMWMG
672
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$352K -$725K -4,976 -67%
PCA
673
Personal Capital Advisors
California
$352K +$4.66K +32 +1%
VWM
674
Valley Wealth Managers
New Jersey
$351K -$3.06K -21 -0.9%
MFA
675
Mayflower Financial Advisors
Massachusetts
$350K +$455 +3 +0.1%
25 26
27
28 29