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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 %
SC
251
Savant Capital
Illinois
$4.28M 30,292 -1,101 -4%
HCM
252
Hudson Capital Management
New Jersey
$4.25M 30,095 -1,769 -6%
Squarepoint
253
Squarepoint
New York
$4.2M 29,713 +1,813 +6%
RA
254
Rodgers & Associates
Pennsylvania
$4.17M 29,539 +70 +0.2%
IUHSA
255
Itau Unibanco Holding S.A.
Brazil
$4.17M 29,500 – –
RB
256
Renasant Bank
Mississippi
$4.14M 29,298 -469 -2%
PFG
257
Pacific Financial Group
Washington
$4.04M 28,586 +865 +3%
PWP
258
Personal Wealth Partners
Minnesota
$4M 28,308 -24,457 -46%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$3.96M 28,044 +14,586 +108%
CCA
260
Childress Capital Advisors
Texas
$3.96M 28,016 +28,016 New
Brown Advisory
261
Brown Advisory
Maryland
$3.92M 27,739 -2,969 -10%
TC
262
Trilogy Capital
California
$3.91M 27,654 +27,654 New
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$3.89M 27,531 +16,729 +155%
SFP
264
Sterling Financial Planning
New Jersey
$3.83M 27,089 +576 +2%
ASN
265
Advisory Services Network
Georgia
$3.81M 26,959 -4,382 -14%
CA
266
Clearstead Advisors
Ohio
$3.79M 26,862 -5,927 -18%
BAM
267
Belpointe Asset Management
Nevada
$3.76M 26,625 +2,492 +10%
NB
268
Nicolet Bankshares
Wisconsin
$3.67M 26,008 – –
MSWMA
269
Market Street Wealth Management Advisors
Indiana
$3.67M 25,973 -130 -0.5%
ECM
270
ExodusPoint Capital Management
New York
$3.66M 25,939 +25,939 New
FNBT
271
FineMark National Bank & Trust
Florida
$3.66M 25,922 +3,620 +16%
PB
272
Pinnacle Bancorp
Nebraska
$3.65M 25,862 -113 -0.4%
PA
273
Procyon Advisors
Connecticut
$3.64M 25,792 +4,651 +22%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$3.64M 25,790 -4,429 -15%
WANY
275
Wealthspire Advisors (New York)
New York
$3.59M 25,438 +16 +0.1%
9 10
11
12 13