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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GKWIM
926
Gerber Kawasaki Wealth & Investment Management
California
$2K 2 +2 New
TAM
927
Tucker Asset Management
Colorado
$1.22K 8 – –
BBHC
928
Brown Brothers Harriman & Co
New York
$565 3,888 – –
WIM
929
Westside Investment Management
California
$15 107 – –
CIBC Asset Management
930
CIBC Asset Management
Ontario, Canada
– – -344,376 Closed
DIM
931
Delta Investment Management
California
– – -73,440 Closed
Bank Julius Baer & Co
932
Bank Julius Baer & Co
Switzerland
– – -69,446 Closed
JWCA
933
J.W. Cole Advisors
Florida
– – -61,353 Closed
MUAMU
934
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– – -60,500 Closed
EWA
935
Exencial Wealth Advisors
Oklahoma
– – -41,168 Closed
BBHBI
936
B, B, H, & B Inc
Alabama
– – -29,323 Closed
PP
937
Paloma Partners
Connecticut
– – -28,880 Closed
FTUS
938
Flow Traders U.S.
New York
– – -25,814 Closed
Marshall Wace
939
Marshall Wace
United Kingdom
– – -16,516 Closed
TC
940
Telemus Capital
Michigan
– – -15,338 Closed
ARC
941
Advisor Resource Council
Texas
– – -14,256 Closed
CCA
942
Childress Capital Advisors
Texas
– – -10,808 Closed
SSWM
943
Smith Salley Wealth Management
North Carolina
– – -9,278 Closed
Qube Research & Technologies (QRT)
944
Qube Research & Technologies (QRT)
United Kingdom
– – -7,255 Closed
GWM
945
GSB Wealth Management
Connecticut
– – -5,529 Closed
FAT
946
First American Trust
California
– – -5,257 Closed
JGC
947
J. Goldman & Co
New York
– – -5,075 Closed
MCP
948
Mirador Capital Partners
California
– – -3,566 Closed
Wolverine Trading
949
Wolverine Trading
Illinois
– – -3,373 Closed
WLIM
950
White Lighthouse Investment Management
Massachusetts
– – -3,035 Closed
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