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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 %
TWP
351
Total Wealth Planning
Ohio
$1.89M +$1.7K +12 +0.1%
MFW
352
Meristem Family Wealth
Minnesota
$1.83M – – –
WP
353
WealthSource Partners
California
$1.82M +$24.2K +171 +1%
BMCM
354
Bryn Mawr Capital Management
Pennsylvania
$1.8M +$8.76K +62 +0.5%
FHA
355
First Horizon Advisors
Tennessee
$1.8M +$814K +5,770 +83%
PAG
356
Pinnacle Advisory Group
Maryland
$1.79M +$1.79M +12,672 New
GSEP
357
Golden State Equity Partners
California
$1.79M -$415K -2,940 -19%
RWG
358
Regal Wealth Group
California
$1.77M -$162K -1,145 -8%
DCM
359
Dimension Capital Management
Florida
$1.76M +$420K +2,974 +31%
MFT
360
Moisand Fitzgerald Tamayo
Florida
$1.76M +$1.41K +10 +0.1%
DADC
361
D.A. Davidson & Co
Montana
$1.75M +$1.14M +8,070 +187%
CFGS
362
Concourse Financial Group Securities
Alabama
$1.72M +$201K +1,421 +13%
RIS
363
Retirement Income Solutions
Michigan
$1.71M – – –
RhumbLine Advisers
364
RhumbLine Advisers
Massachusetts
$1.69M – – –
APP
365
Avantax Planning Partners
Iowa
$1.68M -$121K -859 -7%
GPWA
366
Great Point Wealth Advisors
Massachusetts
$1.67M – – –
BF
367
Blankinship & Foster
California
$1.67M +$3.81K +27 +0.2%
OC
368
Oppenheimer & Co
New York
$1.66M -$139K -985 -8%
NL
369
Navalign LLC
California
$1.63M +$1.63M +11,516 New
FWP
370
Falcon Wealth Planning
California
$1.62M -$16.9K -120 -1%
FHC
371
First Horizon Corporation
Tennessee
$1.62M +$94.2K +667 +6%
BA
372
Bristlecone Advisors
Washington
$1.62M -$4.38K -31 -0.3%
PA
373
PSI Advisors
Florida
$1.57M -$1.41K -10 -0.1%
MWM
374
Mattern Wealth Management
Kansas
$1.57M – – –
EIP
375
Ellis Investment Partners
Pennsylvania
$1.55M +$4.8K +34 +0.3%
13 14
15
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