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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 %
TFA
326
Tobias Financial Advisors
Florida
$2.3M +$1.23M +8,706 +115%
HB
327
Homrich & Berg
Georgia
$2.28M +$119K +841 +5%
HCA
328
Heck Capital Advisors
Wisconsin
$2.24M +$1.64M +11,637 +276%
BOH
329
Bank of Hawaii
Hawaii
$2.23M -$186K -1,318 -8%
KM
330
Kalos Management
Georgia
$2.22M +$1.95M +13,177 +713%
SCG
331
Sonata Capital Group
Washington
$2.21M -$89.4K -633 -4%
TC
332
Telemus Capital
Michigan
$2.18M -$14.4K -100 -0.7%
AWP
333
Ascent Wealth Partners
New York
$2.14M +$524K +3,707 +32%
NEWAS
334
N.E.W. Advisory Services
Wisconsin
$2.13M -$987K -6,949 -32%
GI
335
GAMCO Investors
Connecticut
$2.12M – – –
AllianceBernstein
336
AllianceBernstein
Tennessee
$2.08M +$50.4K +357 +2%
WP
337
WMS Partners
Maryland
$2.05M -$18.4K -130 -0.9%
LNC
338
Lincoln National Corp
Pennsylvania
$2.04M +$1.13K +8 +0.1%
WDG
339
Wealth Dimensions Group
Ohio
$2.04M -$19.2K -136 -0.9%
GCM
340
Gables Capital Management
Florida
$2.04M – – –
EDRIA
341
Edmonds Duncan Registered Investment Advisors
Kansas
$2.01M +$9.75K +69 +0.5%
RSWM
342
Robertson Stephens Wealth Management
California
$1.96M +$1.64M +11,587 +502%
PPA
343
Parametric Portfolio Associates
Washington
$1.96M +$802K +5,682 +69%
ATPW
344
Ashton Thomas Private Wealth
Arizona
$1.96M +$395K +2,799 +25%
KOC
345
Koss-Olinger Consulting
Florida
$1.95M +$1.95M +13,813 New
AWS
346
AJ Wealth Strategies
New York
$1.95M +$9.32K +66 +0.5%
TWM
347
Tolleson Wealth Management
Texas
$1.94M -$1.12M -7,943 -37%
MFG
348
Magnus Financial Group
New York
$1.94M +$793K +5,613 +69%
VFA
349
Voya Financial Advisors
Connecticut
$1.92M +$1.62M +11,428 +542%
MIAN
350
Mariner Independent Advisor Network
Kansas
$1.91M -$12.6K -89 -0.7%
12 13
14
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