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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 Holding Trade Value Shares
Change 		Shares
Change %
SNT
201
Security National Trust
West Virginia
$6.12M – – –
KPWG
202
KFA Private Wealth Group
Virginia
$6.1M +$35K +241 +0.6%
RWM
203
RKL Wealth Management
Pennsylvania
$6.1M -$18.6K -128 -0.3%
AF
204
Allworth Financial
California
$6.02M +$97.1K +668 +2%
SWMP
205
Signature Wealth Management Partners
New Jersey
$6M +$80K +550 +1%
UAS
206
United Asset Strategies
New York
$5.98M +$218K +1,500 +4%
5L
207
55I LLC
Massachusetts
$5.98M +$4.46M +30,690 +295%
BSW
208
Buckingham Strategic Wealth
Missouri
$5.94M +$329K +2,263 +6%
PFP
209
Pinnacle Financial Partners
Tennessee
$5.9M +$396K +2,725 +7%
KP
210
Keel Point
Alabama
$5.88M -$424K -2,915 -7%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$5.84M -$1.94M -8,750 -25%
NFG
212
Next Financial Group
Texas
$5.81M +$318K +2,185 +6%
B
213
Bailard
California
$5.7M +$346K +2,379 +6%
EWA
214
EP Wealth Advisors
California
$5.7M +$243K +1,673 +4%
ASW
215
Astoria Strategic Wealth
Texas
$5.59M +$316K +2,176 +6%
FMP
216
Financial Management Professionals
Texas
$5.58M -$248K -1,705 -4%
FWP
217
FAS Wealth Partners
Kansas
$5.56M -$443K -3,044 -7%
TCB
218
Texas Capital Bancshares
Texas
$5.5M +$182K +1,249 +3%
SIA
219
Soltis Investment Advisors
Utah
$5.49M -$13.1K -90 -0.2%
HWA
220
Hilltop Wealth Advisors
North Carolina
$5.42M +$148K +1,018 +3%
AF
221
Advisornet Financial
Minnesota
$5.4M +$120K +827 +2%
BOTW
222
Bank of the West
California
$5.38M -$63K -433 -1%
PFG
223
Pacific Financial Group
Washington
$5.29M +$518K +3,564 +11%
AI
224
Atria Investments
North Carolina
$5.24M +$1.59M +10,955 +44%
CAG
225
Csenge Advisory Group
Florida
$5.24M +$181K +1,228 +4%
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