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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 %
AIG
101
American International Group
New York
$17.2M 117,972 +22,212 +23%
Comerica Bank
102
Comerica Bank
Texas
$16.9M 110,550 +7,963 +8%
DSA
103
Droms Strauss Advisors
Missouri
$16.9M 116,365 +1,255 +1%
GIA
104
GHP Investment Advisors
Colorado
$16.9M 116,375 -1,216 -1%
PAG
105
Private Advisor Group
New Jersey
$16.7M 114,905 +20,690 +22%
CG
106
Colony Group
Massachusetts
$16.5M 113,298 -1,816 -2%
Citigroup
107
Citigroup
New York
$16.3M 112,226 +21,606 +24%
V
108
Veritable
Delaware
$16.3M 112,103 +65 +0.1%
FMC
109
First Merchants Corp
Indiana
$15.5M 106,886 -1,381 -1%
KL
110
KWMG LLC
Kansas
$15.2M 104,430 +3,057 +3%
MGIA
111
Moneta Group Investment Advisors
Missouri
$15.2M 104,284 +15,988 +18%
CFA
112
Cahill Financial Advisors
Minnesota
$14.9M 102,668 -4,601 -4%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$14.7M 101,386 -199 -0.2%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$14.4M 98,865 +2,333 +2%
SC
115
Sierra Capital
Florida
$13.8M 90,467 -1,899 -2%
Truist Financial
116
Truist Financial
North Carolina
$13.4M 92,213 +1,066 +1%
VC
117
Vicus Capital
Pennsylvania
$13.2M 90,993 -4,831 -5%
Creative Planning
118
Creative Planning
Kansas
$13.2M 90,879 -577 -0.6%
BOS
119
Bank of Stockton
California
$13.2M 90,699 +3,160 +4%
IF
120
Ironwood Financial
Arizona
$13.2M 90,435 +5,236 +6%
WP
121
WealthPLAN Partners
Nebraska
$13.1M 85,782 +7,964 +10%
NCM
122
Narwhal Capital Management
Georgia
$13M 89,600 -3,965 -4%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$13M 89,560 +1,633 +2%
MML Investors Services
124
MML Investors Services
Massachusetts
$12.9M 88,882 -644 -0.7%
AIA
125
Arcadia Investment Advisors
Idaho
$12.8M 87,992 -317 -0.4%
3 4
5
6 7