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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 %
FCAS
951
First Command Advisory Services
Texas
– – -221 Closed
HWA
952
HCR Wealth Advisors
California
– – -198 Closed
ICP
953
Interchange Capital Partners
Pennsylvania
– – -198 Closed
GA
954
GoalVest Advisory
New York
– – -184 Closed
FFC
955
First Financial Corp
Indiana
– – -140 Closed
SFA
956
Stewardship Financial Advisors
Georgia
– – -125 Closed
AF
957
Affiance Financial
Minnesota
– – -112 Closed
DTIM
958
Danda Trouve Investment Management
Kansas
– – -100 Closed
LGA
959
Lebenthal Global Advisors
New York
– – -98 Closed
PFO
960
Pathstone Family Office
New Jersey
– – -93 Closed
OIM
961
Oder Investment Management
California
– – -80 Closed
TF
962
TimeScale Financial
Massachusetts
– – -79 Closed
IRC
963
Investors Research Corp
Georgia
– – -50 Closed
TIAM2
964
Tru Independence Asset Management 2
Oregon
– – -37 Closed
SFC
965
SYM Financial Corp
Indiana
– – -27 Closed
SA
966
SRH Advisors
Kansas
– – -8 Closed
NL
967
NVWM LLC
Pennsylvania
– – -7 Closed
CIAS
968
CBIZ Investment Advisory Services
Ohio
– – – –
Credit Agricole
969
Credit Agricole
France
$0 152 +88 +138%
Simplex Trading
970
Simplex Trading
Illinois
$0 1,237 +1,237 New
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