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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.

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
1
Varma Mutual Pension Insurance Co
Finland
$357M
2
Stifel Financial
2
Stifel Financial
Missouri
$366M
3
Wells Fargo
3
Wells Fargo
California
$892M
4
Lido Advisors
4
Lido Advisors
California
$102M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$699M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.02B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
AC
4
Allstate Corporation
Illinois
$60.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$86.4M 611,853 -37,839 -6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$86.3M 610,777 -34,538 -5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$85.6M 606,293 -38,488 -6%
HNB
29
Huntington National Bank
Ohio
– – – –
LI
30
LVZ Inc
Michigan
$63.4M 448,949 +76,004 +20%
VA
31
Valmark Advisers
Ohio
$61.1M 432,632 -7,612 -2%
HFBOT
32
Home Federal Bank of Tennessee
Tennessee
$60.9M 431,472 -36,102 -8%
AC
33
Allstate Corporation
Illinois
$60.7M 430,000 -430,000 -50%
Barclays
34
Barclays
United Kingdom
$59.4M 420,228 +54,625 +15%
Mariner
35
Mariner
Kansas
$56.7M 401,129 +8,082 +2%
MCM
36
MAI Capital Management
Ohio
$54.1M 383,306 +28,567 +8%
EH
37
Equitable Holdings
New York
$52.5M 371,746 +354 +0.1%
FHB
38
First Hawaiian Bank
Hawaii
$50.5M 357,646 -7,365 -2%
SWPG
39
Strategic Wealth Partners Group
Illinois
$49.9M 353,275 +2,360 +0.7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$49.6M 351,111 +2,355 +0.7%
HighTower Advisors
41
HighTower Advisors
Illinois
$49.4M 350,010 +13,613 +4%
Financial Engines Advisors
42
Financial Engines Advisors
California
$49.2M 348,428 +17,944 +5%
UCFA
43
United Capital Financial Advisors
Texas
$48.8M 345,633 -18,370 -5%
PFM
44
Phillips Financial Management
Indiana
$47.1M 333,561 +8,783 +3%
CC
45
Courier Capital
New York
$45.9M 325,089 +2,074 +0.6%
SL
46
Salomon & Ludwin
Virginia
$44.4M 314,467 -626 -0.2%
PIM
47
Parker Investment Management
California
$44.1M 312,180 +312,180 New
HI
48
Harbour Investments
Wisconsin
$41.3M 292,174 +292,174 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$40.9M 289,287 -1,243 -0.4%
BAAM
50
Baker Avenue Asset Management
California
$40M 283,188 +2,635 +0.9%
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