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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$40.6M 274,669 +25,963 +10%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$40.3M 267,736 +6,515 +2%
KeyBank National Association
53
KeyBank National Association
Ohio
$40.1M 271,767 -8,442 -3%
ANB
54
Amarillo National Bank
Texas
$39.4M 266,598 +1,102 +0.4%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$38.7M 261,829 +61,073 +30%
VMPIC
56
Varma Mutual Pension Insurance Co
Finland
$36.5M 247,325 -2,277,494 -90%
MMA
57
Miracle Mile Advisors
California
$36.2M 245,326 +31,350 +15%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$35.7M 242,110 +90,039 +59%
TCBWMS
59
Texas Capital Bank Wealth Management Services
Texas
$35.6M 241,430 +108,016 +81%
1IA
60
1834 Investment Advisors
Wisconsin
$35.1M 238,026 +864 +0.4%
RVPG
61
Relative Value Partners Group
$34.6M 234,247 +14,422 +7%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$34.3M 232,416 +185,734 +398%
PWM
63
Praetorian Wealth Management
California
$33.2M 225,149 +4,982 +2%
LL
64
LPWM LLC
Minnesota
$32.8M 220,922 +6,718 +3%
B
65
Barings
North Carolina
$31.4M 212,687 -2,521 -1%
AIP
66
Ameritas Investment Partners
Nebraska
$31M 210,185 +12,142 +6%
SWM
67
Spire Wealth Management
Virginia
$30.2M 202,963 +14,259 +8%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$29.7M 200,974 +2,722 +1%
EA
69
Efficient Advisors
Ohio
$29.3M 198,445 -8,682 -4%
APA
70
Allegiant Private Advisors
Florida
$28.5M 193,106 -5,980 -3%
PSUF
71
People's United Financial
Connecticut
$28.4M 192,225 +23,031 +14%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$26.9M 182,202 +332 +0.2%
PWAG
73
Polaris Wealth Advisory Group
California
$26.8M 180,333 -19,480 -10%
HF
74
Halpern Financial
Virginia
$26.7M 180,842 +11,340 +7%
QIM
75
Quest Investment Management
Oregon
$26.6M 179,915 – –
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