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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 %
DY
701
Dowling & Yahnke
California
$290K +$63.7K +451 +28%
BWM
702
Blossom Wealth Management
California
$289K +$289K +2,044 New
HIP
703
HUB Investment Partners
Texas
$288K +$21.9K +155 +8%
WSTAM
704
Wilbanks Smith & Thomas Asset Management
Virginia
$288K +$288K +2,036 New
ONB
705
Old National Bancorp
Indiana
$286K – – –
Susquehanna International Group
706
Susquehanna International Group
Pennsylvania
$284K -$2.75M -19,472 -91%
Jane Street
707
Jane Street
New York
$284K -$247K -1,750 -47%
BIM
708
Baldwin Investment Management
Pennsylvania
$282K – – –
CFAM
709
Center For Asset Management
Florida
$281K +$56.7K +401 +25%
GEA
710
Glen Eagle Advisors
New Jersey
$280K +$52.6K +372 +23%
PSIWM
711
Paradigm Strategies in Wealth Management
Minnesota
$280K +$280K +1,982 New
Wealth Enhancement Advisory Services
712
Wealth Enhancement Advisory Services
Minnesota
$277K – – –
CAG
713
Curtis Advisory Group
California
$277K – – –
SFG
714
Sowa Financial Group
Rhode Island
$276K – – –
FDS
715
Freedom Day Solutions
Texas
$276K +$1.69K +12 +0.6%
KF
716
Krilogy Financial
Missouri
$272K +$849 +6 +0.3%
AA
717
Ancora Advisors
Ohio
$272K +$28.4K +201 +12%
PFM
718
Parsec Financial Management
North Carolina
$272K +$272K +1,926 New
GM
719
Granger Management
New York
$271K -$17.1K -121 -6%
ICG
720
InterOcean Capital Group
Tennessee
$271K – – –
VDI
721
Vaughan David Investments
Illinois
$271K +$8.76K +62 +3%
WJWM
722
Williams Jones Wealth Management
New York
$269K +$32.2K +228 +14%
W
723
Wealthquest
Ohio
$268K -$16.2K -115 -6%
CAG
724
Crestwood Advisors Group
Massachusetts
$268K +$268K +1,895 New
CTB
725
Country Trust Bank
Illinois
$265K – – –
27 28
29
30 31