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iShares S&P 500 Value ETF
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Overview Fund Activity

925 hedge funds and large institutions have $15.8B invested in iShares S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 364 increasing their positions, 285 reducing their positions, and 40 closing their positions.

Holders
925
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.15%
Holding in Top 10
78
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.7%
% of All Funds
1.36%
New
70
Increased
364
Reduced
285
Closed
40
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.26M
Net Calls Change
-$7.27M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.12B
2
HNB
2
Huntington National Bank
Ohio
$83.9M
3
SVCP
3
Silicon Valley Capital Partners
California
$58M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$34.3M
5
Ameriprise
5
Ameriprise
Minnesota
$259M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$36.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.89B
3
GL
3
Graypoint LLC
New York
$7.02M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$644M
5
AC
5
Allstate Corporation
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GT
76
Greenleaf Trust
Michigan
$26.2M 177,443 -1,605 -0.9%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$24M 162,799 +13,793 +9%
SPC
78
Sigma Planning Corp
Michigan
$23.8M 161,397 +8,242 +5%
BAM
79
Brave Asset Management
New Jersey
$23.5M 159,174 +3,673 +2%
EWA
80
Encompass Wealth Advisors
Oregon
$23.5M 158,901 -8,694 -5%
Allianz Asset Management
81
Allianz Asset Management
Germany
$23.4M 158,700 -115,094 -42%
TCM
82
Traynor Capital Management
Pennsylvania
$23.3M 156,467 +268 +0.2%
ISWM
83
Independent Solutions Wealth Management
New York
$23.2M 156,866 -5,389 -3%
MA
84
MUFG Americas
New York
$23.1M 156,648 +3,717 +2%
RFC
85
Regions Financial Corp
Alabama
$23.1M 156,514 -8,359 -5%
ACG
86
Arch Capital Group
Bermuda
$22.8M 154,770 – –
FLA
87
Financial Life Advisors
Texas
$22.6M 153,072 +2,467 +2%
SAF
88
Smith Anglin Financial
Texas
$22.4M 151,385 +14,458 +11%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$21.6M 145,701 -10,056 -6%
CCM
90
Condor Capital Management
New Jersey
$21.4M 145,239 +29,200 +25%
SPIA
91
Strategic Point Investment Advisors
Rhode Island
$21.1M 143,044 +100 +0.1%
LFS
92
Lutz Financial Services
Nebraska
$20.7M 140,434 -1,541 -1%
SMC
93
Smith, Moore & Co
Missouri
$20.5M 139,121 +656 +0.5%
VR
94
Viridian RIA
Washington
– – – –
UB
95
UMB Bank
Missouri
$20.2M 136,554 -3,533 -3%
TW
96
Transform Wealth
Colorado
$20M 135,275 +14,741 +12%
AA
97
Alesco Advisors
New York
$19.8M 133,979 -921 -0.7%
NSIM
98
North Star Investment Management
Illinois
$19M 128,838 +3,534 +3%
RIG
99
RiverFront Investment Group
Virginia
$18.5M 124,984 -1,027 -0.8%
MFM
100
Mirsky Financial Management
New York
$18.1M 122,752 -277 -0.2%
2 3
4
5 6