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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 Holding Trade Value Shares
Change 		Shares
Change %
CCC
176
Crescent Capital Consulting
Louisiana
$8.18M +$70.7K +479 +0.9%
AMG
177
Asset Management Group
Connecticut
$8.12M -$350K -2,372 -4%
PP
178
Prosperity Planning
Missouri
$8.12M +$885K +5,995 +12%
SEI Investments
179
SEI Investments
Pennsylvania
$7.87M -$287K -1,946 -4%
BWA
180
BDO Wealth Advisors
Florida
$7.87M +$20.4K +138 +0.3%
GIA
181
Gladstone Institutional Advisory
Florida
$7.75M -$21K -142 -0.3%
CA
182
Centerpoint Advisors
Massachusetts
$7.57M -$85.6K -580 -1%
RCP
183
Rothschild Capital Partners
New York
$7.52M -$272K -1,840 -3%
AAS
184
Avantax Advisory Services
Texas
$7.48M +$767K +5,197 +11%
BRWA
185
B. Riley Wealth Advisors
Florida
$7.43M +$32.8K +222 +0.4%
CWM
186
Calamos Wealth Management
Illinois
$7.42M – – –
SHIM
187
Stone House Investment Management
Pennsylvania
$7.37M +$427K +2,892 +6%
FAN
188
Financial Advisors Network
California
$7.22M -$43.7K -296 -0.6%
PAIM
189
Punch & Associates Investment Management
Minnesota
$7.2M +$48.4K +328 +0.7%
SI
190
Stephens Inc
Arkansas
$7.18M +$20.1K +136 +0.3%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$7.17M -$612K -3,000 -8%
WWM
192
Western Wealth Management
Colorado
$7.08M +$231K +1,563 +3%
GWAM
193
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.07M +$63.6K +431 +0.9%
GL
194
Graypoint LLC
New York
$7.02M -$105M -713,748 -94%
NL
195
NWAM LLC
Washington
$6.88M +$2.2M +14,896 +47%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$6.77M -$63.3K -429 -0.9%
WAS
197
Wealth Advisory Solutions
Indiana
$6.64M +$363K +2,456 +6%
LIA
198
LBMC Investment Advisors
Tennessee
$6.64M -$123K -832 -2%
CFG
199
Citizens Financial Group
Rhode Island
$6.54M +$283K +1,920 +5%
First Trust Advisors
200
First Trust Advisors
Illinois
$6.52M +$2.05M +13,859 +46%
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