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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 %
EPP
151
ETF Portfolio Partners
Kansas
$9.63M 66,223 +2,157 +3%
LWA
152
LWS Wealth Advisors
New Jersey
$9.3M 63,937 +260 +0.4%
BFM
153
Broadview Financial Management
Wisconsin
$9.22M 63,372 -444 -0.7%
AIA
154
Alera Investment Advisors
Illinois
$9.04M 62,170 +220 +0.4%
TS
155
Tamar Securities
California
$8.88M 61,077 +2,871 +5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$8.87M 60,969 +30,784 +102%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.81M 60,577 +2,817 +5%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$8.8M 60,481 +30,260 +100%
FMW
159
Farr Miller & Washington
District of Columbia
$8.77M 60,280 +896 +2%
BPA
160
Beacon Pointe Advisors
California
$8.71M 59,874 +3,834 +7%
MWM
161
Modera Wealth Management
New Jersey
$8.6M 59,114 -61,305 -51%
CCC
162
Crescent Capital Consulting
Louisiana
$8.48M 58,295 +2,907 +5%
FBA
163
Front Barnett Associates
Illinois
$8.35M 57,403 -962 -2%
PP
164
Prosperity Planning
Missouri
$8.34M 57,371 +2,408 +4%
CFB
165
Cullen/Frost Bankers
Texas
$8.3M 57,076 +2 +0%
PFA
166
Pure Financial Advisors
California
$8.15M 56,027 -1,121 -2%
RIG
167
RiverFront Investment Group
Virginia
$8.14M 55,998 -68,986 -55%
SAG
168
Spotlight Asset Group
Illinois
$8.07M 55,478 -31,320 -36%
BWA
169
BDO Wealth Advisors
Florida
$7.98M 54,839 +1,555 +3%
BRWA
170
B. Riley Wealth Advisors
Florida
$7.97M 54,784 +4,458 +9%
AMG
171
Asset Management Group
Connecticut
$7.72M 53,105 -1,881 -3%
SEI Investments
172
SEI Investments
Pennsylvania
$7.7M 52,979 -350 -0.7%
SI
173
Stephens Inc
Arkansas
$7.45M 51,244 +2,615 +5%
RCP
174
Rothschild Capital Partners
New York
$7.42M 51,005 +45 +0.1%
FAN
175
Financial Advisors Network
California
$7.4M 47,927 -954 -2%
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