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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
$357M
2
Stifel Financial
Stifel Financial
Missouri
$366M
3
Wells Fargo
Wells Fargo
California
$892M
4
Lido Advisors
Lido Advisors
California
$102M
5
Morgan Stanley
Morgan Stanley
New York
$1.58B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$699M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.02B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
HNB
Huntington National Bank
Ohio
$80.1M
5
AC
Allstate Corporation
Illinois
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
676
Klingman & Associates
New York
$332K +$6.5K +46 +2%
NIA
677
Northstar Investment Advisors
Colorado
$325K – – –
AF
678
Alerus Financial
North Dakota
$325K +$325K +2,302 New
BWP
679
Baldwin Wealth Partners
Massachusetts
$321K -$25.3K -179 -7%
LJAC
680
L.J. Altfest & Co
New York
$320K -$52.4K -371 -14%
HCM
681
Hutchinson Capital Management
California
$318K – – –
EWF
682
Epstein & White Financial
California
$317K -$23.3K -168 -7%
CFA
683
Carroll Financial Associates
North Carolina
$314K +$987 +7 +0.3%
KIA
684
KCM Investment Advisors
California
$314K +$21.2K +150 +7%
SB
685
Simmons Bank
Arkansas
$314K +$314K +2,224 New
HIS
686
Harvest Investment Services
Illinois
$312K -$249K -1,768 -44%
CCM
687
Colorado Capital Management
Colorado
$311K – – –
BFM
688
Boothbay Fund Management
New York
$311K +$84.8K +600 +38%
JFG
689
JMG Financial Group
Illinois
$311K +$311K +2,205 New
VAS
690
Vestmark Advisory Solutions
Massachusetts
$305K +$58K +410 +23%
AWA
691
Arkadios Wealth Advisors
Georgia
$301K +$27.1K +192 +10%
DC
692
Davenport & Co
Virginia
$299K – – –
AC
693
Addison Capital
Pennsylvania
$298K – – –
MHS
694
M Holdings Securities
Oregon
$298K +$298K +2,112 New
IFWM
695
Institute for Wealth Management
Colorado
$297K -$47.7K -338 -14%
ST
696
Sabal Trust
Florida
$295K – – –
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$292K -$31.8K -225 -10%
LS
698
Leelyn Smith
Illinois
$292K – – –
SFWA
699
Summit Financial Wealth Advisors
Louisiana
$291K +$291K +2,272 New
SIC
700
Samalin Investment Counsel
New York
$290K +$1.83K +13 +0.6%
26 27
28
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