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iShares S&P 500 Value ETF
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Overview Fund Activity

908 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 334 increasing their positions, 275 reducing their positions, and 60 closing their positions.

Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
15.99%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.43%
New
93
Increased
334
Reduced
275
Closed
60
Calls
$20M
Puts
$5.46M
Net Calls
+$14.5M
Net Calls Change
+$3.75M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$357M
2
Stifel Financial
2
Stifel Financial
Missouri
$366M
3
Wells Fargo
3
Wells Fargo
California
$892M
4
Lido Advisors
4
Lido Advisors
California
$102M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$699M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.02B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
AC
4
Allstate Corporation
Illinois
$60.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$5.04M 35,677 -241 -0.7%
NFG
227
Next Financial Group
Texas
$5.03M 35,600 -1,342 -4%
HWA
228
Hilltop Wealth Advisors
North Carolina
$5.02M 35,524 +126 +0.4%
ED
229
Exane Derivatives
France
$5.01M 35,446 +35,446 New
ST
230
Smithfield Trust
Pennsylvania
$4.99M 35,294 -2,073 -6%
PFA
231
Pathway Financial Advisors
Vermont
$4.98M 33,599 – –
WA
232
Wealth Alliance
New York
$4.91M 34,755 -1,119 -3%
ASW
233
Astoria Strategic Wealth
Texas
$4.8M 33,996 +1,637 +5%
CAG
234
Csenge Advisory Group
Florida
$4.74M 32,899 +16,071 +96%
Two Sigma Investments
235
Two Sigma Investments
New York
$4.7M 33,300 +5,700 +21%
CI
236
CX Institutional
Indiana
$4.66M 32,994 +28,083 +572%
TCM
237
Telos Capital Management
California
$4.66M 32,974 -1 -0%
AWM
238
Avior Wealth Management
Nebraska
$4.65M 32,908 -3,344 -9%
TIM
239
Tortoise Investment Management
New York
$4.52M 32,000 -2,558 -7%
AF
240
Allworth Financial
California
$4.51M 31,943 +27,309 +589%
SIA
241
Stegner Investment Associates
Kentucky
$4.49M 31,783 -463 -1%
NL
242
NWAM LLC
Washington
$4.48M 31,719 +27,664 +682%
SPIA
243
Steward Partners Investment Advisory
New York
$4.44M 31,449 +11,072 +54%
NNP
244
Nachman Norwood & Parrott
South Carolina
$4.44M 31,428 -752 -2%
JHCP
245
Jackson Hole Capital Partners
Oklahoma
$4.42M 31,289 -564 -2%
LIA
246
LS Investment Advisors
Michigan
$4.41M 31,250 -10,600 -25%
Bank of Nova Scotia
247
Bank of Nova Scotia
Ontario, Canada
$4.39M 31,088 +31,088 New
GB
248
Gunma Bank
Japan
$4.38M 31,000 +31,000 New
PA
249
Parallel Advisors
California
$4.35M 30,761 – –
First Trust Advisors
250
First Trust Advisors
Illinois
$4.28M 30,317 +443 +1%
8 9
10
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