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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
TAIM
4
TD Ameritrade Investment Management
Nebraska
$123M
5
LPL Financial
5
LPL Financial
California
$251M

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 %
Northern Trust
126
Northern Trust
Illinois
$12.8M 87,768 +666 +0.8%
MAM
127
MMA Asset Management
Pennsylvania
$12.8M 87,714 +683 +0.8%
WJA
128
Willis Johnson & Associates
Texas
$12.7M 87,034 -579,661 -87%
FAIM
129
Financial Advocates Investment Management
Washington
$12.5M 85,911 -2,910 -3%
JWA
130
JFS Wealth Advisors
Pennsylvania
$12.4M 85,471 +73,969 +643%
F
131
F3Logic
Minnesota
$12.1M 83,447 -1,990 -2%
PRWA
132
Platte River Wealth Advisors
Colorado
$12M 82,508 +6,100 +8%
OIA
133
OneDigital Investment Advisors
Kansas
$11.9M 81,959 -5,531 -6%
GW
134
GW & Wade
Massachusetts
$11.7M 80,627 +3,585 +5%
MCM
135
MV Capital Management
Maryland
$11.6M 79,572 -404 -0.5%
LNWWM
136
Laird Norton Wetherby Wealth Management
California
$11.4M 78,384 – –
KAS
137
Kestra Advisory Services
Texas
$11.2M 76,807 +2,783 +4%
IWMWV
138
Ironwood Wealth Management (West Virginia)
West Virginia
$10.9M 74,965 -5,948 -7%
SIAM
139
Sterling Investment Advisors (Missouri)
Missouri
$10.9M 74,829 +685 +0.9%
CS
140
Comerica Securities
Michigan
$10.7M 73,734 -1,446 -2%
BZWA
141
Blue Zone Wealth Advisors
California
$10.7M 73,282 +1,840 +3%
TNBTD
142
Trustmark National Bank Trust Department
Mississippi
$10.5M 72,516 +516 +0.7%
MGIA
143
Matthew Goff Investment Advisor
Texas
$10.5M 72,170 +2,209 +3%
CAL
144
Capital Analysts LLC
Pennsylvania
$10.5M 72,096 -379 -0.5%
GIA
145
Gladstone Institutional Advisory
Florida
$10.4M 71,682 +19,183 +37%
CAN
146
Cetera Advisor Networks
California
$10.3M 70,589 -11,514 -14%
TPCW
147
TD Private Client Wealth
New York
$10.1M 69,698 -10,355 -13%
OAM
148
Occidental Asset Management
California
$10.1M 69,680 +1,741 +3%
PW
149
Peninsula Wealth
California
$10.1M 69,614 +897 +1%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$9.68M 66,546 +165 +0.2%
4 5
6
7 8