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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 %
BA
826
Ballast Advisors
Minnesota
$140K +$17.7K +122 +14%
BFEC
827
Benjamin F. Edwards & Company
Missouri
$137K +$5.23K +36 +4%
LWA
828
Lenox Wealth Advisors
New York
$125K – – –
PWM
829
Provident Wealth Management
Tennessee
$124K – – –
SBL
830
Sargent Bickham Lagudis
Colorado
$114K +$146 +1 +0.1%
FCMT
831
Founders Capital Management (Texas)
Texas
$109K – – –
EW
832
Element Wealth
Mississippi
$108K – – –
BCA
833
Berman Capital Advisors
Georgia
$103K -$24.1K -167 -19%
MAWCM
834
Mine & Arao Wealth Creation & Management
California
$95K -$15.8K -109 -14%
LB
835
Legacy Bridge
Iowa
$95K – – –
TF
836
Tompkins Financial
New York
$90K +$90K +619 New
CAAS
837
Capital Asset Advisory Services
Michigan
$89K – – –
AWM
838
Atticus Wealth Management
Florida
$86K – – –
KC
839
Knuff & Co
California
$77K – – –
TCM
840
TD Capital Management
Tennessee
$77K +$435 +3 +0.6%
EWM
841
Evermay Wealth Management
Virginia
$75K – – –
CWA
842
Clearview Wealth Advisors
Oregon
$74K – – –
RIM
843
Rockbridge Investment Management
New York
$73K – – –
LWP
844
Lumature Wealth Partners
Georgia
$70K – – –
EWA
845
Evolution Wealth Advisors
Florida
$68K -$2.54M -17,526 -97%
RFWA
846
RPg Family Wealth Advisory
Massachusetts
$66.6K – – –
TCWM
847
Total Clarity Wealth Management
Illinois
$66K +$66K +457 New
FP
848
Financial Perspectives
Minnesota
$65.3K +$436 +3 +0.7%
OIA
849
Optimum Investment Advisors
Illinois
$65K – – –
MHR
850
Matthew Hamilton Rosenberg
$63K +$63K +430 New
32 33
34
35 36