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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 %
FLA
76
Financial Life Advisors
Texas
$23.3M 160,547 +7,475 +5%
ACG
77
Arch Capital Group
Bermuda
$22.6M 155,613 +843 +0.5%
RFC
78
Regions Financial Corp
Alabama
$22.1M 152,286 -4,228 -3%
MA
79
MUFG Americas
New York
$22M 151,591 -5,057 -3%
TCM
80
Traynor Capital Management
Pennsylvania
$21.6M 148,715 -7,752 -5%
SAF
81
Smith Anglin Financial
Texas
$21.5M 147,591 -3,794 -3%
B
82
Barings
North Carolina
$21.4M 147,356 -65,331 -31%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$21.4M 144,447 -1,254 -0.9%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$21.4M 147,008 -15,791 -10%
CCM
85
Condor Capital Management
New Jersey
$21.3M 146,424 +1,185 +0.8%
SPIA
86
Strategic Point Investment Advisors
Rhode Island
$20.9M 143,887 +843 +0.6%
SMC
87
Smith, Moore & Co
Missouri
$20.4M 140,369 +1,248 +0.9%
LFS
88
Lutz Financial Services
Nebraska
$20.2M 138,936 -1,498 -1%
CA
89
Cetera Advisors
Colorado
$20.1M 138,264 +34,057 +33%
TW
90
Transform Wealth
Colorado
$20M 137,505 +2,230 +2%
UB
91
UMB Bank
Missouri
$19.9M 136,828 +274 +0.2%
ISWM
92
Independent Solutions Wealth Management
New York
$19.9M 136,641 -20,225 -13%
AA
93
Alesco Advisors
New York
$19.4M 133,360 -619 -0.5%
NSIM
94
North Star Investment Management
Illinois
$19.3M 132,542 +3,704 +3%
MFM
95
Mirsky Financial Management
New York
$18.2M 125,135 +2,383 +2%
BF
96
BOK Financial
Oklahoma
$17.9M 123,355 +123,355 New
PIA
97
Powell Investment Advisors
Florida
$17.7M 121,850 -656 -0.5%
KOC
98
Koss-Olinger Consulting
Florida
$17.4M 119,900 +106,440 +791%
BPCE
99
Bank Pictet & Cie (Europe)
Germany
$17.4M 119,390 – –
BS
100
Banco Santander
Spain
$17.2M 118,469 +49,744 +72%
2 3
4
5 6