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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 %
PIA
101
Powell Investment Advisors
Florida
$18.1M 122,506 +3,374 +3%
MWM
102
Modera Wealth Management
New Jersey
$17.8M 120,419 -444 -0.4%
BPCE
103
Bank Pictet & Cie (Europe)
Germany
$17.6M 119,390 – –
GIA
104
GHP Investment Advisors
Colorado
$17.4M 117,591 -460 -0.4%
CG
105
Colony Group
Massachusetts
$17M 115,114 -2,260 -2%
DSA
106
Droms Strauss Advisors
Missouri
$16.9M 115,110 +9,182 +9%
V
107
Veritable
Delaware
$16.5M 112,038 +3,144 +3%
FMC
108
First Merchants Corp
Indiana
$16M 108,267 +461 +0.4%
CFA
109
Cahill Financial Advisors
Minnesota
$15.8M 107,269 -1,145 -1%
JMF
110
Johnson Midwest Financial
Iowa
$15.7M 106,562 +106,562 New
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$15.6M 105,900 +2,106 +2%
CA
112
Cetera Advisors
Colorado
$15.4M 104,207 +5,969 +6%
Comerica Bank
113
Comerica Bank
Texas
$15.3M 102,587 +4,593 +5%
A
114
AdvicePeriod
California
$15M 101,902 -2,172 -2%
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$15M 101,585 +1,191 +1%
KL
116
KWMG LLC
Kansas
$14.8M 101,373 +4,037 +4%
BBVA
117
Banco Bilbao Vizcaya Argentaria
Spain
$14.7M 99,177 -7,532 -7%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$14.3M 96,532 +21,145 +28%
VC
119
Vicus Capital
Pennsylvania
$14.1M 95,824 -67,501 -41%
PAG
120
Private Advisor Group
New Jersey
$13.9M 94,215 -151 -0.2%
NCM
121
Narwhal Capital Management
Georgia
$13.8M 93,565 -2,190 -2%
SC
122
Sierra Capital
Florida
$13.6M 92,366 +246 +0.3%
Creative Planning
123
Creative Planning
Kansas
$13.5M 91,456 -1,685 -2%
Truist Financial
124
Truist Financial
North Carolina
$13.5M 91,147 +12,728 +16%
Citigroup
125
Citigroup
New York
$13.4M 90,620 +119 +0.1%
3 4
5
6 7