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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.

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$699M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.02B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
HNB
Huntington National Bank
Ohio
$80.1M
5
AC
Allstate Corporation
Illinois
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
301
Focus Financial Network
Minnesota
$2.82M +$911K +6,450 +48%
HF
302
HRT Financial
New York
$2.8M -$1.04M -7,341 -27%
GLLW
303
Graves Light Lenhart Wealth
Virginia
$2.78M +$56.6K +401 +2%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$2.77M +$2.17M +15,384 +366%
SHA
305
Seneca House Advisors
Virginia
$2.75M -$67.9K -481 -2%
MA
306
Mutual Advisors
Nebraska
$2.72M -$306K -2,169 -10%
AL
307
ACAS LLC
California
$2.72M +$2.72M +19,230 New
BCM
308
BTC Capital Management
Iowa
$2.69M – – –
FMWA
309
Forvis Mazars Wealth Advisors
Missouri
$2.68M -$2.28M -16,156 -46%
JWCA
310
J.W. Cole Advisors
Florida
$2.68M +$1.36M +9,627 +103%
SWA
311
Sax Wealth Advisors
New Jersey
$2.67M -$60.4K -428 -2%
EWA
312
Evolution Wealth Advisors
Florida
$2.66M -$73.4K -520 -3%
DWT
313
Dorsey & Whitney Trust
South Dakota
$2.66M -$46.5K -329 -2%
SS
314
Sunbelt Securities
Texas
$2.62M +$917K +6,493 +54%
TF
315
TIAA FSB
Florida
$2.57M -$42.9K -304 -2%
SMG
316
Spectrum Management Group
Indiana
$2.57M -$1.45M -10,270 -36%
AP
317
Arlington Partners
Alabama
$2.55M +$429K +3,039 +20%
FMBTD
318
First Midwest Bank Trust Division
Illinois
$2.47M -$4.11M -29,075 -62%
TCB
319
Texas Capital Bancshares
Texas
$2.45M +$2.45M +17,321 New
PCM
320
Prelude Capital Management
New York
$2.43M +$2.43M +17,211 New
CCT
321
Country Club Trust
Missouri
$2.38M -$51.8K -365 -2%
CWA
322
Clarus Wealth Advisors
Arizona
$2.38M +$356K +2,473 +18%
KFAA
323
Klaas Financial Asset Advisors
Illinois
$2.37M -$1.12M -7,916 -32%
CWM
324
Cahaba Wealth Management
Georgia
$2.33M -$150K -1,060 -6%
COCM
325
Charter Oak Capital Management
New Hampshire
$2.31M +$108K +768 +5%
11 12
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