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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 %
PA
426
Pinnacle Associates
New York
$1.16M +$189K +1,340 +20%
WFA
427
Wellspring Financial Advisors
Ohio
$1.15M -$4.81K -50 -0.4%
AI
428
Atria Investments
North Carolina
$1.15M -$2.54M -17,965 -69%
CPIG
429
Chicago Partners Investment Group
Illinois
$1.14M +$6.84K +47 +0.6%
ACM
430
Azimuth Capital Management
Michigan
$1.14M +$19.1K +135 +2%
RJT
431
Raymond James Trust
Florida
$1.13M -$133K -942 -11%
PCS
432
Personal CFO Solutions
New Jersey
$1.13M -$111K -787 -9%
WPWM
433
Windward Private Wealth Management
Kansas
$1.13M – – –
DPI
434
Diversified Portfolios Inc
Michigan
$1.12M – – –
TGAM
435
TBH Global Asset Management
Tennessee
$1.09M -$787K -5,570 -42%
MLICM
436
Metropolitan Life Insurance Company (MetLife)
New York
$1.09M +$282K +2,000 +35%
CPSC
437
Carl P. Sherr & Co
Massachusetts
$1.09M -$8.76K -62 -0.8%
BCA
438
Bay Colony Advisors
Massachusetts
$1.09M +$73.4K +520 +7%
AIM
439
Alhambra Investment Management
Florida
$1.08M +$152K +1,077 +16%
BJL
440
Brighton Jones LLC
Washington
$1.07M +$38.3K +271 +4%
EK
441
Evensky & Katz
Florida
$1.07M -$20.8K -147 -2%
OPS
442
Orion Portfolio Solutions
Nebraska
$1.07M +$2.54K +18 +0.2%
CL
443
Choreo LLC
Illinois
$1.06M -$46.1K -326 -4%
LF
444
Lee Financial
Texas
$1.06M +$100K +710 +10%
CC
445
Cadinha & Co
Hawaii
$1.05M -$12.3K -87 -1%
FCFC
446
First Commonwealth Financial Corp
Pennsylvania
$1.05M +$201K +1,425 +24%
EIA
447
Eldridge Investment Advisors
New Hampshire
$1.05M +$8.47K +60 +0.8%
SDWMA
448
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M – – –
KOMWMG
449
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.04M +$16.7K +118 +2%
EFS
450
Essex Financial Services
Connecticut
$1.04M +$206K +1,461 +25%
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