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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 %
LFG
576
Larson Financial Group
Missouri
$504K -$15.3K -108 -3%
LTI
577
Laffer Tengler Investments
Tennessee
$504K -$107K -760 -18%
FFA
578
Founders Financial Alliance
North Carolina
$503K – – –
JF
579
JSF Financial
California
$502K -$31.3K -222 -6%
TFA
580
TPG Financial Advisors
Oregon
$500K – – –
FPW
581
Flagship Private Wealth
Massachusetts
$500K – – –
WOC
582
West Oak Capital
California
$499K +$95.4K +675 +24%
PWM
583
Perigon Wealth Management
California
$498K -$93.8K -664 -16%
BCP
584
Blue Chip Partners
Michigan
$498K -$63.2K -447 -11%
GAM
585
Gemmer Asset Management
California
$498K +$14.1K +100 +3%
SFPM
586
Sensible Financial Planning & Management
Massachusetts
$494K – – –
KLI
587
Kelman-Lazarov Inc
Tennessee
$494K – – –
BA
588
Bellwether Advisors
Nebraska
$492K +$565 +4 +0.1%
AB
589
Atlas Brown
Kentucky
$492K +$96.7K +685 +24%
CAM
590
Concorde Asset Management
Michigan
$491K +$128K +904 +35%
CG
591
Cutler Group
California
$490K +$490K +3,471 New
AIC
592
Ameritas Investment Company
Nebraska
$489K -$670K -4,744 -58%
FNBTCON
593
First National Bank & Trust Co of Newtown
Pennsylvania
$487K -$297K -2,100 -38%
SFS
594
Sowell Financial Services
Arkansas
$479K -$14.8K -99 -3%
CWM
595
Cabot Wealth Management
Massachusetts
$478K -$23K -163 -5%
GFP
596
Gryphon Financial Partners
Ohio
$478K – – –
CCMD
597
Cypress Capital Management (Delaware)
Delaware
$477K – – –
HPWM
598
Highland Private Wealth Management
Washington
$475K -$20.9K -148 -4%
SFWC
599
Strategic Family Wealth Counselors
New Jersey
$465K – – –
GGS
600
Galvin Gaustad & Stein
Arizona
$463K +$77.2K +546 +20%
22 23
24
25 26