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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 %
CWA
826
Clearview Wealth Advisors
Oregon
$72K -$10.9K -77 -13%
RIM
827
Rockbridge Investment Management
New York
$70K – – –
LWP
828
Lumature Wealth Partners
Georgia
$68K +$7.24K +51 +12%
BBHBI
829
B, B, H, & B Inc
Alabama
$67K +$64.7K +13,782 +2,836%
OIA
830
Optimum Investment Advisors
Illinois
$64K – – –
AWM
831
Accel Wealth Management
Iowa
$59K +$141 +1 +0.2%
MIM
832
Macroview Investment Management
Maryland
$57K – – –
ME
833
McIlrath & Eck
Washington
$55K – – –
SFSIG
834
San Francisco Sentry Investment Group
California
$55K – – –
RWB
835
RMR Wealth Builders
New Jersey
$55K +$281 +2 +0.5%
FCM
836
Firestone Capital Management
Florida
$54K – – –
SSW
837
Smith Shellnut Wilson
Mississippi
$51K -$489K -3,445 -91%
SBL
838
Sargent Bickham Lagudis
Colorado
$50K +$141 +1 +0.3%
TLFA
839
True Link Financial Advisors
California
$49K – – –
BWL
840
Bogart Wealth LLC
Virginia
$49K +$45K +318 +1,136%
CPFP
841
Clear Perspectives Financial Planning
Ohio
$47K – – –
WT
842
Washington Trust
Rhode Island
$47K – – –
HWA
843
HHM Wealth Advisors
Tennessee
$46K – – –
POIA
844
Pin Oak Investment Advisors
Texas
$43K – – –
JFA
845
JNBA Financial Advisors
Minnesota
$41K -$32.9K -230 -44%
TWA
846
TCI Wealth Advisors
Arizona
$41K – – –
RP
847
Rice Partnership
Hawaii
$41K – – –
RFA
848
Reilly Financial Advisors
California
$41K – – –
FFW
849
Fusion Family Wealth
New York
$41K – – –
CCA
850
Column Capital Advisors
Indiana
$41K – – –
32 33
34
35 36