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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 %
SQA
801
Simon Quick Advisors
New Jersey
$203K -$74.5K -514 -27%
WCM
802
Wealthcare Capital Management
Virginia
$203K – – –
CFD
803
Creative Financial Designs
Indiana
$203K +$9.04K +62 +5%
RCA
804
Rex Capital Advisors
Rhode Island
$202K – – –
VCP
805
Vista Capital Partners
Oregon
$201K – – –
LWM
806
Liberty Wealth Management
California
$199K +$726 +5 +0.4%
WBC
807
West Branch Capital
Massachusetts
$197K – – –
JEST
808
JTC Employer Solutions Trustee
Jersey
$197K – – –
CCA
809
Column Capital Advisors
Indiana
$195K +$136K +931 +229%
CP
810
Covenant Partners
Tennessee
$191K – – –
SWM
811
Sugarloaf Wealth Management
Georgia
$188K – – –
FPS
812
Fieldpoint Private Securities
Connecticut
$187K – – –
PMFA
813
Plante Moran Financial Advisors
Michigan
$186K – – –
EI
814
Ellevest Inc
New York
$186K – – –
MCM
815
Manchester Capital Management
Vermont
$184K – – –
FFA
816
Founders Financial Alliance
North Carolina
$176K – – –
TH
817
TCTC Holdings
Texas
$171K +$171K +1,175 New
Lazard Asset Management
818
Lazard Asset Management
New York
$167K – – –
MIFH
819
Migdal Insurance & Financial Holdings
Israel
$166K – – –
ZB
820
Zions Bancorporation
Utah
$160K +$130K +892 +435%
LPIC
821
LeJeune Puetz Investment Counsel
Michigan
$156K – – –
KFI
822
Key Financial Inc
Pennsylvania
$155K – – –
BWL
823
Bogart Wealth LLC
Virginia
$151K +$24.9K +171 +20%
BWM
824
BerganKDV Wealth Management
Minnesota
$141K – – –
CHA
825
Carmichael Hill & Associates
Maryland
$141K +$7.26K +50 +5%
31 32
33
34 35