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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
SWPG
4
Strategic Wealth Partners Group
Illinois
$50.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$123M

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 %
TI
951
Trexquant Investment
Connecticut
– – -3,018 Closed
LSAG
952
Lake Street Advisors Group
New Hampshire
– – -2,764 Closed
UFA
953
US Financial Advisors
Massachusetts
– – -1,994 Closed
HA
954
Hamel Associates
New Jersey
– – -1,575 Closed
AWE
955
Avidian Wealth Enterprises
Texas
– – -1,500 Closed
BFS
956
Bard Financial Services
Connecticut
– – -1,455 Closed
MOS
957
MGO One Seven
Ohio
– – -1,413 Closed
CBFP
958
Cedar Brook Financial Partners
Ohio
– – -1,408 Closed
SIS
959
SVB Investment Services
Utah
– – -1,373 Closed
TCOV
960
Trust Company of Vermont
Vermont
– – -1,103 Closed
PA
961
Perennial Advisors
New York
– – -979 Closed
QT
962
Quantbot Technologies
New York
– – -881 Closed
SB
963
Strategic Blueprint
Georgia
– – -878 Closed
SAS
964
Stelac Advisory Services
New York
– – -858 Closed
LC
965
Lindbrook Capital
California
– – -787 Closed
CCMIC
966
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– – -586 Closed
CIA
967
Cascade Investment Advisors
Oregon
– – -500 Closed
SL
968
Savior LLC
Massachusetts
– – -230 Closed
Optiver Holding
969
Optiver Holding
Netherlands
– – -228 Closed
Credit Agricole
970
Credit Agricole
France
– – -144 Closed
BW
971
Bison Wealth
Georgia
– – -26 Closed
CG
972
Cutler Group
California
– – – –
VR
973
Viridian RIA
Washington
– – – –
Jane Street
974
Jane Street
New York
– – – –
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