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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 %
SHIM
176
Stone House Investment Management
Pennsylvania
$7.37M 49,949 – –
BBVA
177
Banco Bilbao Vizcaya Argentaria
Spain
$7.34M 50,471 -48,706 -49%
CA
178
Centerpoint Advisors
Massachusetts
$7.33M 50,377 -863 -2%
CWM
179
Calamos Wealth Management
Illinois
$7.27M 50,003 -271 -0.5%
AAS
180
Avantax Advisory Services
Texas
$7.25M 49,851 -830 -2%
PAIM
181
Punch & Associates Investment Management
Minnesota
$7.16M 49,217 +439 +0.9%
WAS
182
Wealth Advisory Solutions
Indiana
$7.05M 48,448 +3,474 +8%
GWAM
183
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.03M 48,350 +497 +1%
CFG
184
Citizens Financial Group
Rhode Island
$6.98M 48,024 +3,717 +8%
ASFA
185
All Season Financial Advisors
Colorado
$6.95M 47,793 +25,206 +112%
GL
186
Graypoint LLC
New York
$6.92M 47,566 +2 +0%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$6.86M 47,201 +1,384 +3%
SWP
188
Stratos Wealth Partners
Ohio
$6.85M 47,076 +3,591 +8%
NA
189
Nottingham Advisors
New York
$6.8M 45,783 +11,811 +35%
AIM
190
Acropolis Investment Management
Missouri
$6.67M 59,000 +283 +0.5%
GWM
191
Geneos Wealth Management
Colorado
$6.59M 44,735 -14,290 -24%
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$6.41M 44,058 +756 +2%
JFA
193
Johanson Financial Advisors
California
$6.4M 44,016 +346 +0.8%
GPA
194
Guidance Point Advisors
Massachusetts
$6.38M 43,875 +3,270 +8%
BC
195
Bartlett & Co
Ohio
$6.35M 43,692 -48 -0.1%
BCWM
196
Bartlett & Co Wealth Management
Ohio
$6.35M 43,692 -48 -0.1%
SWM
197
Soundmark Wealth Management
Washington
$6.34M 43,610 -20 -0%
AWM
198
AE Wealth Management
Kansas
$6.26M 43,073 +11,165 +35%
CWM
199
Cranbrook Wealth Management
Michigan
$6.23M 42,829 -56 -0.1%
Squarepoint
200
Squarepoint
New York
$6.19M 42,538 -15,714 -27%
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