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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
SWPG
4
Strategic Wealth Partners Group
Illinois
$50.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$123M

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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B 19,102,042 -450,512 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.63B 11,189,418 +21,545 +0.2%
Wells Fargo
3
Wells Fargo
California
$1.2B 8,273,305 +706,857 +9%
Bank of America
4
Bank of America
North Carolina
$900M 6,186,101 +83,889 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$634M 4,358,099 -3,692 -0.1%
UBS Group
6
UBS Group
Switzerland
$448M 3,082,157 +50,812 +2%
Goldman Sachs
7
Goldman Sachs
New York
$432M 2,969,077 -30,082 -1%
Stifel Financial
8
Stifel Financial
Missouri
$376M 2,585,349 -45,970 -2%
Ameriprise
9
Ameriprise
Minnesota
$266M 1,829,347 +75,895 +4%
LPL Financial
10
LPL Financial
California
$251M 1,729,357 +111,342 +7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$191M 1,314,485 -20,344 -2%
BlackRock
12
BlackRock
New York
$161M 1,105,877 -13,190 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$157M 1,078,122 +13,398 +1%
US Bancorp
14
US Bancorp
Minnesota
$155M 1,066,793 +31,651 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$150M 1,032,871 -9,966 -1%
M&T Bank
16
M&T Bank
New York
$149M 1,024,615 -17,614 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$146M 1,005,624 -65,138 -6%
VMPIC
18
Varma Mutual Pension Insurance Co
Finland
$142M 974,520 +727,195 +294%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$123M 1,095,460 +166,111 +18%
Mariner
20
Mariner
Kansas
$118M 814,255 +396,402 +95%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$106M 730,633 +11,652 +2%
RJA
22
Raymond James & Associates
Florida
$98.5M 677,379 -33,502 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$92.4M 635,399 -1,722 -0.3%
LI
24
LVZ Inc
Michigan
$86.1M 592,030 +24,682 +4%
HNB
25
Huntington National Bank
Ohio
$85.3M 1,827 – –
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