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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 %
CDIA
926
Capital Directions Investment Advisors
Georgia
– -$847K -6,618 Closed
BA
927
Bridge Advisory
California
– -$773K -6,036 Closed
RA
928
Rational Advisors
New York
– -$723K -5,645 Closed
PWPS
929
Pinnacle Wealth Planning Services
Ohio
– -$656K -5,129 Closed
CF
930
Copperwynd Financial
Arizona
– -$431K -3,366 Closed
NAS
931
Nicolet Advisory Services
Wisconsin
– -$422K -3,298 Closed
CH
932
Canton Hathaway
Rhode Island
– -$359K -2,801 Closed
Millennium Management
933
Millennium Management
New York
– -$356K -2,782 Closed
RIA
934
Regal Investment Advisors
Michigan
– -$355K -2,776 Closed
QC
935
QCM Cayman
Texas
– -$310K -2,420 Closed
Fiera Capital (Canada)
936
Fiera Capital (Canada)
Quebec, Canada
– -$304K -2,375 Closed
TFCP
937
Twin Focus Capital Partners
Massachusetts
– -$280K -2,186 Closed
SS
938
Simplicity Solutions
Minnesota
– -$274K -2,138 Closed
CBT
939
Capital Bank & Trust
California
– -$235K -1,833 Closed
TWP
940
Treybourne Wealth Planners
Indiana
– -$222K -1,733 Closed
MOS
941
MGO One Seven
Ohio
– -$216K -1,685 Closed
FNT
942
First National Trust
Pennsylvania
– -$214K -1,671 Closed
RCA
943
Rex Capital Advisors
Rhode Island
– -$212K -1,655 Closed
SIS
944
SVB Investment Services
Utah
– -$176K -1,373 Closed
BSSFA
945
Baron Silver Stevens Financial Advisors
Florida
– -$79K -623 Closed
RWA
946
Ropes Wealth Advisors
Massachusetts
– -$47K -365 Closed
MCM
947
McMillion Capital Management
North Carolina
– -$40K -315 Closed
BWM
948
Baystate Wealth Management
Massachusetts
– -$40K -310 Closed
PCA
949
Peddock Capital Advisors
Massachusetts
– -$34K -263 Closed
SIAG
950
Safeguard Investment Advisory Group
California
– -$28K -226 Closed
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