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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 %
RMDI
726
R.M. Davis Inc
Maine
$292K -$66.5K -450 -19%
CAG
727
Curtis Advisory Group
California
$290K – – –
SFG
728
Sowa Financial Group
Rhode Island
$290K +$1.92K +13 +0.7%
OC
729
Oarsman Capital
Wisconsin
$290K +$28.2K +191 +11%
AA
730
Ancora Advisors
Ohio
$285K – – –
GM
731
Granger Management
New York
$284K – – –
ICG
732
InterOcean Capital Group
Tennessee
$283K – – –
VDI
733
Vaughan David Investments
Illinois
$282K -$737 -5 -0.3%
SQA
734
Simon Quick Advisors
New Jersey
$282K +$75.7K +514 +37%
W
735
Wealthquest
Ohio
$280K – – –
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$279K +$279K +1,890 New
CTB
737
Country Trust Bank
Illinois
$277K – – –
IC
738
Intersect Capital
California
$275K – – –
Bessemer Group
739
Bessemer Group
New Jersey
$273K – – –
GIA
740
Guyasuta Investment Advisors
Pennsylvania
$272K – – –
CCM
741
Covington Capital Management
California
$271K – – –
ONST
742
Old North State Trust
North Carolina
$271K – – –
DY
743
Dowling & Yahnke
California
$270K -$33K -224 -11%
ADL
744
Asset Dedication LLC
California
$268K +$18.5K +125 +7%
PIFP
745
Partners in Financial Planning
Virginia
$268K +$268K +1,813 New
FDS
746
Freedom Day Solutions
Texas
$266K -$22.6K -153 -8%
TFGT
747
TS Financial Group (TSFG)
Illinois
$266K +$33.2K +225 +14%
RMCM
748
Reynders McVeigh Capital Management
Massachusetts
$265K – – –
PFM
749
Parsec Financial Management
North Carolina
$262K -$22.1K -150 -8%
WAOTB
750
Wealth Advisors of Tampa Bay
Florida
$259K +$41.8K +283 +19%
28 29
30
31 32