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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
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
HNB
4
Huntington National Bank
Ohio
$80.1M
5
AC
5
Allstate Corporation
Illinois
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
801
Lenox Wealth Advisors
New York
$136K +$14.6K +104 +12%
FF
802
FourThought Financial
Florida
$136K +$136K +963 New
BWM
803
BerganKDV Wealth Management
Minnesota
$128K – – –
BFEC
804
Benjamin F. Edwards & Company
Missouri
$128K +$705 +5 +0.6%
Bank Julius Baer & Co
805
Bank Julius Baer & Co
Switzerland
$126K -$216K -1,535 -63%
WP
806
WealthShield Partners
North Carolina
$126K +$126K +889 New
BCA
807
Berman Capital Advisors
Georgia
$124K -$75.2K -534 -38%
SAS
808
Stelac Advisory Services
New York
$121K – – –
CHA
809
Carmichael Hill & Associates
Maryland
$119K – – –
BA
810
Ballast Advisors
Minnesota
$118K +$1.41K +10 +1%
LC
811
Lindbrook Capital
California
$111K – – –
Neuberger Berman Group
812
Neuberger Berman Group
New York
$109K +$84.7K +13,969 +349%
MLFP
813
MPS Loria Financial Planners
Illinois
$108K +$108K +765 New
MAWCM
814
Mine & Arao Wealth Creation & Management
California
$107K – – –
FCMT
815
Founders Capital Management (Texas)
Texas
$106K -$25.4K -180 -19%
EW
816
Element Wealth
Mississippi
$105K – – –
GWS
817
Glassman Wealth Services
Virginia
$99K – – –
LB
818
Legacy Bridge
Iowa
$92K – – –
TF
819
Tompkins Financial
New York
$87K – – –
CAAS
820
Capital Asset Advisory Services
Michigan
$86K – – –
CIA
821
Cascade Investment Advisors
Oregon
$84.7K – – –
CCMIC
822
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$83K -$324K -2,284 -80%
AIC
823
Archer Investment Corporation
Indiana
$78K +$15.4K +109 +25%
KC
824
Knuff & Co
California
$75K – – –
TCM
825
TD Capital Management
Tennessee
$74K +$281 +2 +0.4%
31 32
33
34 35