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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.

New
Increased
Maintained
Reduced
Closed
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
TAIM
4
TD Ameritrade Investment Management
Nebraska
$123M
5
LPL Financial
5
LPL Financial
California
$251M

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 Holding Trade Value Shares
Change 		Shares
Change %
CBN
776
Cadence Bank NA
Texas
$230K +$5.68K +39 +3%
ECM
777
Evergreen Capital Management
Washington
$228K – – –
AF
778
Alerus Financial
North Dakota
$227K – – –
AWA
779
Acorn Wealth Advisors
Michigan
$226K – – –
AWA
780
Aaron Wealth Advisors
Illinois
$225K +$225K +1,550 New
TWM
781
Tradition Wealth Management
Minnesota
$223K – – –
LSA
782
Lion Street Advisors
Texas
$223K +$223K +1,532 New
ECG
783
Edge Capital Group
Georgia
$222K +$222K +1,524 New
RG
784
Retirement Group
California
$220K – – –
MMG
785
Monetary Management Group
Missouri
$218K – – –
WIC
786
Woodmont Investment Counsel
Tennessee
$218K – – –
BAMG
787
Brand Asset Management Group
Missouri
$217K – – –
SFA
788
Sequoia Financial Advisors
Ohio
$216K -$989K -6,787 -82%
FPCG
789
Fort Pitt Capital Group
Pennsylvania
$216K – – –
CPIA
790
Cornell Pochily Investment Advisors
New York
$213K – – –
GLA
791
Good Life Advisors
Pennsylvania
$211K +$211K +1,452 New
SFPM
792
Sensible Financial Planning & Management
Massachusetts
$210K – – –
HBT
793
Hills Bank & Trust
Iowa
$209K – – –
FCH
794
Freestone Capital Holdings
Washington
$209K +$11.2K +77 +6%
PL
795
Parthenon LLC
Kentucky
$207K – – –
KWMG
796
King Wealth Management Group
Florida
$207K +$207K +1,423 New
IIC
797
Ironwood Investment Counsel
Arizona
$207K +$207K +1,430 New
CMI
798
Clare Market Investments
Texas
$206K -$14.5K -100 -7%
HWMA
799
Heritage Wealth Management (Arizona)
Arizona
$206K -$2.03K -14 -1%
TC
800
TownSquare Capital
Utah
$206K +$206K +1,416 New
30 31
32
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