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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 %
RBC
376
Roble Belko & Company
Pennsylvania
$1.55M – – –
SW
377
SVB Wealth
Massachusetts
$1.54M -$28.5K -202 -2%
KBFS
378
Kohmann Bosshard Financial Services
Ohio
$1.53M -$12.7K -90 -0.8%
WCM
379
WealthBridge Capital Management
Ohio
$1.52M +$405K +2,868 +36%
SAM
380
Silvercrest Asset Management
New York
$1.49M -$28.2K -200 -2%
MWM
381
Marietta Wealth Management
Georgia
$1.49M +$1.49M +10,541 New
GVAG
382
Great Valley Advisor Group
Delaware
$1.48M +$111K +789 +8%
HR
383
Hayden Royal
North Carolina
$1.46M -$58.5K -414 -4%
AWM
384
Apollon Wealth Management
South Carolina
$1.46M +$1.46M +10,334 New
CIR
385
Clear Investment Research
Georgia
$1.44M -$92.1K -652 -6%
TPWA
386
TRUE Private Wealth Advisors
Oregon
$1.43M +$1.1M +7,770 +329%
BP
387
Ballentine Partners
Massachusetts
$1.41M -$283 -2 -0%
WCF
388
West Coast Financial
California
$1.41M +$609K +4,311 +76%
BAM
389
Baldrige Asset Management
Pennsylvania
$1.4M -$22.2K -157 -2%
TFF
390
The Family Firm
Maryland
$1.4M – – –
EWM
391
Endurance Wealth Management
Rhode Island
$1.37M -$74.9K -530 -5%
PIMG
392
Patriot Investment Management Group
Tennessee
$1.37M +$1.08M +7,623 +361%
JAG
393
Journey Advisory Group
Kentucky
$1.37M -$22K -156 -2%
NSB
394
Norway Savings Bank
Maine
$1.36M -$161K -1,142 -11%
ANTB
395
AMG National Trust Bank
Colorado
$1.35M – – –
William Blair & Company
396
William Blair & Company
Illinois
$1.35M +$221K +1,563 +20%
LBC
397
Lowe Brockenbrough & Co
Virginia
$1.34M -$13.4K -95 -1%
BWP
398
Bernardo Wealth Planning
Pennsylvania
$1.34M -$151K -1,072 -10%
MAS
399
Managed Account Services
Florida
$1.33M -$143K -1,010 -10%
FAT
400
First American Trust
California
$1.32M -$267K -1,888 -17%
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