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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.

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
1
Varma Mutual Pension Insurance Co
Finland
$142M
2
Wells Fargo
2
Wells Fargo
California
$1.2B
3
Mariner
3
Mariner
Kansas
$118M
4
SWPG
4
Strategic Wealth Partners Group
Illinois
$50.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$123M

Top Sellers

1
WJA
1
Willis Johnson & Associates
Texas
$12.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.78B
3
SVCP
3
Silicon Valley Capital Partners
California
$1.72M
4
Lido Advisors
4
Lido Advisors
California
$70.3M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
51
McKinley Carter Wealth Services
West Virginia
$38.4M 263,913 +21,803 +9%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$38.3M 263,252 -348,275 -57%
MMA
53
Miracle Mile Advisors
California
$37.8M 259,876 +14,550 +6%
1IA
54
1834 Investment Advisors
Wisconsin
$35.7M 245,197 +7,171 +3%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$35.6M 245,119 +44,145 +22%
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$35.2M 242,213 +783 +0.3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$34.5M 230,661 -1,755 -0.8%
RVPG
58
Relative Value Partners Group
$34M 234,014 -233 -0.1%
LL
59
LPWM LLC
Minnesota
$33.5M 227,077 +6,155 +3%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$33.1M 227,656 -47,013 -17%
PWM
61
Praetorian Wealth Management
California
$32.9M 226,051 +902 +0.4%
AIP
62
Ameritas Investment Partners
Nebraska
$31.3M 215,222 +5,037 +2%
SWM
63
Spire Wealth Management
Virginia
$29.8M 204,840 +1,877 +0.9%
Allianz Asset Management
64
Allianz Asset Management
Germany
$29.8M 204,750 +46,050 +29%
HF
65
Halpern Financial
Virginia
$29.6M 203,252 +22,410 +12%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$28.7M 197,504 -64,325 -25%
PSUF
67
People's United Financial
Connecticut
$28.5M 196,121 +3,896 +2%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$27.4M 188,105 +5,903 +3%
PWAG
69
Polaris Wealth Advisory Group
California
$26.9M 180,076 -257 -0.1%
QIM
70
Quest Investment Management
Oregon
$26.2M 179,915 – –
EA
71
Efficient Advisors
Ohio
$26M 178,567 -19,878 -10%
GT
72
Greenleaf Trust
Michigan
$25.2M 173,148 -4,295 -2%
SPC
73
Sigma Planning Corp
Michigan
$24.2M 166,420 +5,023 +3%
EWA
74
Encompass Wealth Advisors
Oregon
$23.4M 161,032 +2,131 +1%
BAM
75
Brave Asset Management
New Jersey
$23.4M 160,917 +1,743 +1%
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