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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 %
MML Investors Services
126
MML Investors Services
Massachusetts
$13.2M 89,526 -636 -0.7%
FAIM
127
Financial Advocates Investment Management
Washington
$13.1M 88,821 -488 -0.5%
AIA
128
Arcadia Investment Advisors
Idaho
$13M 88,309 -2,654 -3%
MGIA
129
Moneta Group Investment Advisors
Missouri
$13M 88,296 +15,640 +22%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$13M 87,927 -10,178 -10%
BOS
131
Bank of Stockton
California
$12.9M 87,539 +13,006 +17%
OIA
132
OneDigital Investment Advisors
Kansas
$12.9M 87,490 -773 -0.9%
Northern Trust
133
Northern Trust
Illinois
$12.9M 87,102 +12,970 +17%
MAM
134
MMA Asset Management
Pennsylvania
$12.8M 87,031 -6,293 -7%
SAG
135
Spotlight Asset Group
Illinois
$12.8M 86,798 +3,618 +4%
F
136
F3Logic
Minnesota
$12.6M 85,437 -15,131 -15%
IF
137
Ironwood Financial
Arizona
$12.6M 85,199 +15,107 +22%
CAN
138
Cetera Advisor Networks
California
$12.1M 82,103 +21,902 +36%
IWMWV
139
Ironwood Wealth Management (West Virginia)
West Virginia
$11.9M 80,913 +55 +0.1%
TPCW
140
TD Private Client Wealth
New York
$11.8M 80,053 +7,440 +10%
WP
141
WealthPLAN Partners
Nebraska
$11.8M 77,818 +2,059 +3%
MCM
142
MV Capital Management
Maryland
$11.8M 79,976 -1,827 -2%
LNWWM
143
Laird Norton Wetherby Wealth Management
California
$11.6M 78,384 -2 -0%
GW
144
GW & Wade
Massachusetts
$11.4M 77,042 +127 +0.2%
PRWA
145
Platte River Wealth Advisors
Colorado
$11.3M 76,408 +1,984 +3%
CS
146
Comerica Securities
Michigan
$11.1M 75,180 +1,322 +2%
SIAM
147
Sterling Investment Advisors (Missouri)
Missouri
$10.9M 74,144 +1,421 +2%
KAS
148
Kestra Advisory Services
Texas
$10.9M 74,024 -23,818 -24%
DIM
149
Delta Investment Management
California
$10.8M 73,440 -1,047 -1%
CAL
150
Capital Analysts LLC
Pennsylvania
$10.7M 72,475 -5,406 -7%
4 5
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