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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 %
MAM
126
MMA Asset Management
Pennsylvania
$13.2M 93,324 +2,048 +2%
Creative Planning
127
Creative Planning
Kansas
$13.2M 93,141 +9,113 +11%
SC
128
Sierra Capital
Florida
$13M 92,120 +92,120 New
AIA
129
Arcadia Investment Advisors
Idaho
$12.8M 90,963 +4,391 +5%
PL
130
Polianta Ltd
Jersey
$12.8M 90,900 -6,300 -6%
Citigroup
131
Citigroup
New York
$12.8M 90,501 +2,204 +2%
MML Investors Services
132
MML Investors Services
Massachusetts
$12.7M 90,162 -64,267 -42%
FAIM
133
Financial Advocates Investment Management
Washington
$12.6M 89,309 -642 -0.7%
OIA
134
OneDigital Investment Advisors
Kansas
$12.5M 88,263 +1,555 +2%
MUAMU
135
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$11.9M 84,500 +84,500 New
SVCP
136
Silicon Valley Capital Partners
California
$11.8M 83,271 +83,271 New
SAG
137
Spotlight Asset Group
Illinois
$11.7M 83,180 -7,278 -8%
MCM
138
MV Capital Management
Maryland
$11.6M 81,803 -103,535 -56%
IWMWV
139
Ironwood Wealth Management (West Virginia)
West Virginia
$11.4M 80,858 +44,857 +125%
BZWA
140
Blue Zone Wealth Advisors
California
$11.4M 80,601 -26,831 -25%
WP
141
WealthPLAN Partners
Nebraska
$11.2M 75,759 +2,204 +3%
Truist Financial
142
Truist Financial
North Carolina
$11.1M 78,419 +4,279 +6%
LNWWM
143
Laird Norton Wetherby Wealth Management
California
$11.1M 78,386 – –
CAL
144
Capital Analysts LLC
Pennsylvania
$11M 77,881 +59,338 +320%
GW
145
GW & Wade
Massachusetts
$10.9M 76,915 +45,755 +147%
PRWA
146
Platte River Wealth Advisors
Colorado
$10.7M 74,424 +9,589 +15%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$10.6M 75,387 -1,891 -2%
BOS
148
Bank of Stockton
California
$10.5M 74,533 +74,533 New
DIM
149
Delta Investment Management
California
$10.5M 74,487 +74,487 New
Northern Trust
150
Northern Trust
Illinois
$10.5M 74,132 -2,443 -3%
4 5
6
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