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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 %
CRCM
401
Corbett Road Capital Management
Virginia
$1.31M -$2.46M -17,410 -65%
IAIM
402
International Assets Investment Management
Florida
$1.31M +$680K +5,044 +109%
GWA
403
GGM Wealth Advisors
Maryland
$1.31M – – –
HW
404
Hancock Whitney
Mississippi
$1.3M -$25K -177 -2%
VFA
405
Valeo Financial Advisors
Indiana
$1.3M – – –
YWP
406
YorkBridge Wealth Partners
New York
$1.3M – – –
PBO
407
Peoples Bank (Ohio)
Ohio
$1.29M +$39.5K +280 +3%
IWM
408
IHT Wealth Management
Illinois
$1.28M -$636K -4,504 -33%
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$1.28M -$9.89K -70 -0.8%
SC
410
Scotia Capital
Ontario, Canada
$1.28M +$11.2K +79 +0.9%
APA
411
American Portfolios Advisors
New York
$1.27M +$144K +1,018 +13%
IWC
412
Integrated Wealth Concepts
Massachusetts
$1.26M -$18.9K -134 -1%
WFAG
413
Wescott Financial Advisory Group
Pennsylvania
$1.24M +$124K +881 +11%
SSWM
414
Smith Salley Wealth Management
North Carolina
$1.24M +$411K +2,913 +50%
GT
415
Glenview Trust
Kentucky
$1.24M -$39.5K -280 -3%
WIA
416
World Investment Advisors
California
$1.22M -$16M -108,415 -93%
MAFM
417
Mid Atlantic Financial Management
Pennsylvania
$1.21M +$610K +4,316 +101%
DW
418
Domani Wealth
Pennsylvania
$1.21M – – –
ABC
419
Associated Banc-Corp
Wisconsin
$1.21M -$525K -5,455 -30%
BWM
420
BigSur Wealth Management
Florida
$1.2M – – –
CB
421
Commerce Bank
Missouri
$1.2M -$332K -2,348 -22%
OWA
422
Outlook Wealth Advisors
Texas
$1.19M -$2.54K -18 -0.2%
BFPW
423
BOK Financial Private Wealth
Colorado
$1.17M -$34.3K -243 -3%
SFA
424
Sequoia Financial Advisors
Ohio
$1.17M +$2.97K +21 +0.3%
5L
425
55I LLC
Massachusetts
$1.17M +$248K +1,754 +27%
15 16
17
18 19