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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 %
BFA
626
Beaumont Financial Advisors
Massachusetts
$413K – – –
SWM
627
SeaCrest Wealth Management
New York
$412K +$565 +4 +0.1%
PP
628
Professional Planning
California
$408K -$63.5K -450 -13%
LSA
629
L & S Advisors
California
$407K +$407K +2,884 New
4WM
630
4J Wealth Management
Virginia
$406K -$34.3K -243 -8%
IFA
631
Interactive Financial Advisors
Illinois
$403K +$34.3K +243 +9%
TP
632
Tranquility Partners
Tennessee
$402K +$12.4K +88 +3%
WF
633
Welch & Forbes
Massachusetts
$397K – – –
ACI
634
Alpha Cubed Investments
California
$397K +$11.1K +79 +3%
PCG
635
Private Capital Group
Connecticut
$396K – – –
SWM
636
Stockman Wealth Management
Montana
$395K – – –
SDAM
637
Shulman DeMeo Asset Management
New York
$393K – – –
ACP
638
Arcus Capital Partners
Georgia
$393K – – –
ST
639
Spinnaker Trust
Maine
$392K +$43.8K +310 +13%
LSAG
640
Lake Street Advisors Group
New Hampshire
$390K +$848 +6 +0.2%
OPW
641
Oxler Private Wealth
New York
$390K +$101K +714 +35%
PWA
642
Peterson Wealth Advisors
Utah
$388K – – –
SXL
643
Summit X LLC
Missouri
$385K -$123K -874 -24%
WI
644
Wintrust Investments
Illinois
$385K +$385K +2,728 New
GCA
645
Gradient Capital Advisors
California
$383K – – –
SHWM
646
Silicon Hills Wealth Management
Texas
$382K -$260K -1,844 -41%
CIC
647
Carnegie Investment Counsel
Ohio
$380K – – –
CAI
648
Capital Advisors Inc
Oklahoma
$378K -$45.2K -320 -11%
SSB
649
Sandy Spring Bank
Maryland
$375K -$9.89K -70 -3%
AC
650
Alexandria Capital
Virginia
$374K -$97.6K -692 -21%
24 25
26
27 28