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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 %
MFM
101
Mirsky Financial Management
New York
$17.4M 123,029 +740 +0.6%
MWM
102
Modera Wealth Management
New Jersey
$17.1M 120,863 -4,491 -4%
TW
103
Transform Wealth
Colorado
$17M 120,534 +617 +0.5%
BPCE
104
Bank Pictet & Cie (Europe)
Germany
$16.9M 119,390 +10,470 +10%
PIA
105
Powell Investment Advisors
Florida
$16.8M 119,132 +4,082 +4%
GIA
106
GHP Investment Advisors
Colorado
$16.7M 118,051 +98 +0.1%
CG
107
Colony Group
Massachusetts
$16.6M 117,374 -4,616 -4%
CCM
108
Condor Capital Management
New Jersey
$16.4M 116,039 +8,360 +8%
V
109
Veritable
Delaware
$15.4M 108,894 +4,470 +4%
CFA
110
Cahill Financial Advisors
Minnesota
$15.3M 108,414 -8,842 -8%
VR
111
Viridian RIA
Washington
– – -75,724 Closed
FMC
112
First Merchants Corp
Indiana
$15.2M 107,806 -1,013 -0.9%
BBVA
113
Banco Bilbao Vizcaya Argentaria
Spain
$15.1M 106,709 +33,498 +46%
DSA
114
Droms Strauss Advisors
Missouri
$15M 105,928 +981 +0.9%
A
115
AdvicePeriod
California
$14.7M 104,074 -8,464 -8%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$14.7M 103,794 +103,794 New
Comerica Bank
117
Comerica Bank
Texas
$14.3M 97,994 -97 -0.1%
F
118
F3Logic
Minnesota
$14.2M 100,568 +33,335 +50%
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$14.2M 100,394 +1,974 +2%
CA
120
Cetera Advisors
Colorado
$13.9M 98,238 +57,532 +141%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$13.9M 98,105 +9,235 +10%
KAS
122
Kestra Advisory Services
Texas
$13.8M 97,842 -17,462 -15%
KL
123
KWMG LLC
Kansas
$13.7M 97,336 -14,200 -13%
NCM
124
Narwhal Capital Management
Georgia
$13.5M 95,755 -4,405 -4%
PAG
125
Private Advisor Group
New Jersey
$13.3M 94,366 +2,682 +3%
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5
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