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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 %
RHBC
601
R.H. Bluestein & Co
Michigan
$457K – – –
WA
602
WBH Advisory
Maryland
$456K +$4.94K +35 +1%
UFA
603
US Financial Advisors
Massachusetts
$456K +$39K +276 +9%
RG
604
Rikoon Group
New Mexico
$455K – – –
NA
605
NewEdge Advisors
Louisiana
$452K -$2.4K -17 -0.5%
PS
606
Planned Solutions
California
$450K – – –
CTC
607
Central Trust Company
Missouri
$449K -$80.1K -567 -15%
AIS
608
American Investment Services
Massachusetts
$449K +$565 +4 +0.1%
MSAM
609
Moloney Securities Asset Management
Missouri
$446K +$6.78K +48 +2%
CMO
610
Covenant Multifamily Offices
Texas
$446K +$446K +3,160 New
FP
611
Financial Perspectives
Minnesota
$445K +$442K +62,390 +14,084%
JGIA
612
Jackson Grant Investment Advisers
Connecticut
$441K +$2.12K +15 +0.5%
PFBT
613
Parkside Financial Bank & Trust
Missouri
$439K – – –
EC
614
Estate Counselors
Wisconsin
$438K -$134K -950 -23%
BTWM
615
Baker Tilly Wealth Management
Wisconsin
$437K – – –
HIIFS
616
Harel Insurance Investments & Financial Services
Israel
$435K – – –
JIC
617
Joel Isaacson & Co
New York
$434K – – –
KCA
618
Karn Couzens & Associates
Connecticut
$434K +$141 +1 +0%
SYBT
619
Stock Yards Bank & Trust
Kentucky
$433K +$433K +3,067 New
TI
620
Truepoint Inc
Ohio
$431K – – –
DWM
621
Darwin Wealth Management
Florida
$427K -$133K -942 -24%
CA
622
Claro Advisors
Massachusetts
$423K – – –
UIA
623
UBP Investment Advisors
Switzerland
$420K – – –
PCMC
624
Private Capital Management (Colorado)
Colorado
$418K +$424 +3 +0.1%
WTB
625
Washington Trust Bank
Washington
$417K -$4.38K -31 -1%
23 24
25
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