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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
1
Wells Fargo
California
$1.12B
2
HNB
2
Huntington National Bank
Ohio
$83.9M
3
SVCP
3
Silicon Valley Capital Partners
California
$58M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$34.3M
5
Ameriprise
5
Ameriprise
Minnesota
$259M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$36.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.89B
3
GL
3
Graypoint LLC
New York
$7.02M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$644M
5
AC
5
Allstate Corporation
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
701
Glen Eagle Advisors
New Jersey
$338K +$45.8K +310 +16%
LJAC
702
L.J. Altfest & Co
New York
$336K +$1.04K +7 +0.3%
HCM
703
Hutchinson Capital Management
California
$332K – – –
HIS
704
Harvest Investment Services
Illinois
$331K +$4.87K +33 +1%
EWF
705
Epstein & White Financial
California
$330K -$2.47K -17 -0.7%
KIA
706
KCM Investment Advisors
California
$328K – – –
DC
707
Davenport & Co
Virginia
$328K +$15.5K +105 +5%
BWP
708
Baldwin Wealth Partners
Massachusetts
$316K -$19.2K -130 -6%
CCM
709
Colorado Capital Management
Colorado
$315K -$10.9K -74 -3%
VAS
710
Vestmark Advisory Solutions
Massachusetts
$314K -$4.73K -32 -1%
FNBOSM
711
First National Bank of South Miami
Florida
$313K +$46.7K +317 +18%
AC
712
Addison Capital
Pennsylvania
$312K – – –
HTC
713
Haverford Trust Company
Pennsylvania
$311K +$311K +2,108 New
ST
714
Sabal Trust
Florida
$309K – – –
LS
715
Leelyn Smith
Illinois
$305K – – –
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$305K – – –
SIC
717
Samalin Investment Counsel
New York
$305K +$1.03K +7 +0.3%
HIP
718
HUB Investment Partners
Texas
$302K +$885 +6 +0.3%
1CP
719
17 Capital Partners
Arizona
$299K +$299K +2,024 New
SW
720
SteelPeak Wealth
California
$299K +$299K +2,024 New
JFG
721
JMG Financial Group
Illinois
$296K -$29.5K -200 -9%
BIM
722
Baldwin Investment Management
Pennsylvania
$295K – – –
UFA
723
US Financial Advisors
Massachusetts
$294K -$182K -1,234 -38%
FFA
724
First Foundation Advisors
California
$294K +$294K +1,992 New
CFAM
725
Center For Asset Management
Florida
$293K -$739 -5 -0.3%
27 28
29
30 31