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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 %
HF
76
Halpern Financial
Virginia
$23.9M 169,502 +8,970 +6%
PSUF
77
People's United Financial
Connecticut
$23.9M 169,194 +40,760 +32%
RFC
78
Regions Financial Corp
Alabama
$23.3M 164,873 +4,747 +3%
VC
79
Vicus Capital
Pennsylvania
$23.1M 163,325 -3,956 -2%
ISWM
80
Independent Solutions Wealth Management
New York
$22.9M 162,255 +4,259 +3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$22.1M 155,757 -1,998 -1%
TCM
82
Traynor Capital Management
Pennsylvania
$22.1M 156,199 -32,329 -17%
BAM
83
Brave Asset Management
New Jersey
$22M 155,501 +10,924 +8%
ACG
84
Arch Capital Group
Bermuda
$21.9M 154,770 – –
SPC
85
Sigma Planning Corp
Michigan
$21.6M 153,155 +7,001 +5%
MA
86
MUFG Americas
New York
$21.6M 152,931 -8,541 -5%
MCWS
87
McKinley Carter Wealth Services
West Virginia
$21.5M 152,071 +88,032 +137%
FLA
88
Financial Life Advisors
Texas
$21.3M 150,605 +4,792 +3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$21M 149,006 +14,761 +11%
SPIA
90
Strategic Point Investment Advisors
Rhode Island
$20.2M 142,944 +10,821 +8%
LFS
91
Lutz Financial Services
Nebraska
$20.1M 141,975 -6,623 -4%
UB
92
UMB Bank
Missouri
$19.8M 140,087 +3,990 +3%
SMC
93
Smith, Moore & Co
Missouri
$19.6M 138,465 +5,929 +4%
SAF
94
Smith Anglin Financial
Texas
$19.3M 136,927 -99,613 -42%
AA
95
Alesco Advisors
New York
$19.1M 134,900 -1,085 -0.8%
BS
96
Banco Santander
Spain
$19M 134,292 +36,878 +38%
TCBWMS
97
Texas Capital Bank Wealth Management Services
Texas
$18.8M 133,414 +133,414 New
BF
98
BOK Financial
Oklahoma
$18.1M 128,197 -3,995 -3%
RIG
99
RiverFront Investment Group
Virginia
$17.8M 126,011 -1,272 -1%
NSIM
100
North Star Investment Management
Illinois
$17.7M 125,304 -1,240 -1%
2 3
4
5 6