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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 %
CW
776
CreativeOne Wealth
Kansas
$228K +$228K +1,544 New
CBN
777
Cadence Bank NA
Texas
$227K – – –
TWM
778
Tradition Wealth Management
Minnesota
$227K +$295 +2 +0.1%
AIP
779
Ahrens Investment Partners
Louisiana
$227K +$227K +1,539 New
CMI
780
Clare Market Investments
Texas
$224K +$224K +1,520 New
SHWM
781
Silicon Hills Wealth Management
Texas
$223K -$176K -1,195 -44%
RG
782
Retirement Group
California
$223K – – –
TWM
783
Titus Wealth Management
California
$223K – – –
WIC
784
Woodmont Investment Counsel
Tennessee
$222K +$2.22K +15 +1%
Millennium Management
785
Millennium Management
New York
$222K +$222K +1,506 New
MMG
786
Monetary Management Group
Missouri
$221K – – –
AWE
787
Avidian Wealth Enterprises
Texas
$221K – – –
BAMG
788
Brand Asset Management Group
Missouri
$220K -$148 -1 -0.1%
FPCG
789
Fort Pitt Capital Group
Pennsylvania
$219K +$219K +1,484 New
CPIA
790
Cornell Pochily Investment Advisors
New York
$217K +$217K +1,467 New
BFS
791
Bard Financial Services
Connecticut
$215K – – –
SFPM
792
Sensible Financial Planning & Management
Massachusetts
$213K -$304K -2,059 -59%
HWMA
793
Heritage Wealth Management (Arizona)
Arizona
$212K -$4.14K -28 -2%
HBT
794
Hills Bank & Trust
Iowa
$212K – – –
SF
795
Summit Financial
New Jersey
$212K +$443 +3 +0.2%
PL
796
Parthenon LLC
Kentucky
$210K – – –
MOS
797
MGO One Seven
Ohio
$209K +$209K +1,413 New
MA
798
MONECO Advisors
Connecticut
$208K -$22.6K -153 -10%
CBFP
799
Cedar Brook Financial Partners
Ohio
$208K +$208K +1,408 New
WCM
800
Wealthcare Capital Management
Virginia
$206K -$49.7K -337 -19%
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