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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
+$347M
2
Stifel Financial
Stifel Financial
Missouri
+$68.8M
3
Wells Fargo
Wells Fargo
California
+$51.7M
4
Lido Advisors
Lido Advisors
California
+$50.7M
5
Morgan Stanley
Morgan Stanley
New York
+$47.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$226M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$128M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$97.7M
4
HNB
Huntington National Bank
Ohio
-$77.3M
5
AC
Allstate Corporation
Illinois
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
526
Balasa Dinverno & Foltz
$679K – – –
BFA
527
Beacon Financial Advisory
Ohio
$676K +$399K +2,825 +144%
SBH
528
Segall Bryant & Hamill
Illinois
$674K -$8.89K -63 -1%
LHC
529
Little House Capital
Massachusetts
$665K +$665K +4,708 New
HIP
530
Harrell Investment Partners
Texas
$665K +$665K +4,708 New
DAS
531
Dynamic Advisor Solutions
Arizona
$663K +$108K +764 +19%
CIA
532
Choate Investment Advisors
Massachusetts
$661K +$502K +3,550 +314%
APW
533
Aurora Private Wealth
New Jersey
$657K – – –
IA
534
Insight Advisors
Pennsylvania
$654K +$32.3K +221 +5%
Franklin Resources
535
Franklin Resources
California
$653K +$80.3K +568 +14%
AW
536
ACG Wealth
Georgia
$651K +$16K +113 +3%
BS
537
Boenning & Scattergood
Pennsylvania
$638K +$9.6K +68 +2%
ZCA
538
Zeke Capital Advisors
Pennsylvania
$637K – – –
CAC
539
Certified Advisory Corp
Florida
$635K +$635K +4,499 New
ZF
540
Zhang Financial
Michigan
$634K – – –
Wolverine Trading
541
Wolverine Trading
Illinois
$634K +$634K +4,470 New
LSPW
542
Lake Street Private Wealth
Illinois
$629K +$67.5K +478 +12%
TIM
543
Total Investment Management
Arizona
$628K -$41.4K -430 -6%
HIA
544
Harbor Investment Advisory
Maryland
$623K +$212K +1,499 +51%
WS
545
Wedbush Securities
California
$622K +$622K +4,406 New
CS
546
Capital Square
Tennessee
$618K +$20K +139 +3%
PL
547
Plancorp LLC
Missouri
$617K +$706 +5 +0.1%
SCI
548
S&CO Inc
Massachusetts
$614K – – –
LW
549
Linscomb Wealth
Texas
$612K – – –
GWM
550
GSB Wealth Management
Connecticut
$611K +$611K +4,324 New
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