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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.

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
1
Varma Mutual Pension Insurance Co
Finland
$357M
2
Stifel Financial
2
Stifel Financial
Missouri
$366M
3
Wells Fargo
3
Wells Fargo
California
$892M
4
Lido Advisors
4
Lido Advisors
California
$102M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$699M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.02B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
AC
4
Allstate Corporation
Illinois
$60.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
51
CIBC Asset Management
Ontario, Canada
$39.8M 282,020 +282,020 New
KeyBank National Association
52
KeyBank National Association
Ohio
$39.6M 280,209 -4,536 -2%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$39.2M 277,360 -27,358 -9%
Allianz Asset Management
54
Allianz Asset Management
Germany
$38.7M 273,794 +273,794 New
PA
55
Probity Advisors
Texas
$38.6M 273,392 +273,392 New
ANB
56
Amarillo National Bank
Texas
$37.5M 265,496 -630 -0.2%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$36.9M 261,221 +37,149 +17%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$35.1M 248,706 +30,581 +14%
1IA
59
1834 Investment Advisors
Wisconsin
$33.5M 237,162 -14,734 -6%
PWM
60
Praetorian Wealth Management
California
$31.1M 220,167 +8,742 +4%
RVPG
61
Relative Value Partners Group
$31M 219,825 +78,697 +56%
LL
62
LPWM LLC
Minnesota
$30.5M 214,204 +6,039 +3%
B
63
Barings
North Carolina
$30.4M 215,208 +112,582 +110%
MMA
64
Miracle Mile Advisors
California
$30.2M 213,976 +47,781 +29%
EA
65
Efficient Advisors
Ohio
$29.3M 207,127 +1,073 +0.5%
PWAG
66
Polaris Wealth Advisory Group
California
$28.8M 199,813 +48,760 +32%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$28.4M 200,756 +29,098 +17%
APA
68
Allegiant Private Advisors
Florida
$28.1M 199,086 -14,604 -7%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$28M 198,252 +11,364 +6%
AIP
70
Ameritas Investment Partners
Nebraska
$28M 198,043 +185,672 +1,501%
SWM
71
Spire Wealth Management
Virginia
$26.7M 188,704 +188,704 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$25.7M 181,870 +112,596 +163%
QIM
73
Quest Investment Management
Oregon
$25.4M 179,915 – –
GT
74
Greenleaf Trust
Michigan
$25.3M 179,048 -14,853 -8%
EWA
75
Encompass Wealth Advisors
Oregon
$24.5M 167,595 +48,578 +41%
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