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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 %
CS
151
Comerica Securities
Michigan
$10.4M 73,858 -3,395 -4%
Nomura Asset Management
152
Nomura Asset Management
Japan
$10.3M 72,778 +72,778 New
SIAM
153
Sterling Investment Advisors (Missouri)
Missouri
$10.3M 72,723 +615 +0.9%
MGIA
154
Moneta Group Investment Advisors
Missouri
$10.3M 72,656 -2,340 -3%
TPCW
155
TD Private Client Wealth
New York
$10.3M 72,613 -2,927 -4%
TNBTD
156
Trustmark National Bank Trust Department
Mississippi
$10.1M 71,750 +8,500 +13%
PW
157
Peninsula Wealth
California
$10.1M 71,243 +279 +0.4%
IF
158
Ironwood Financial
Arizona
$9.9M 70,092 +10,877 +18%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$9.65M 38,150 -27,150 -42%
MGIA
160
Matthew Goff Investment Advisor
Texas
$9.23M 65,317 -1,010 -2%
GWM
161
Geneos Wealth Management
Colorado
$9.17M 62,616 -445 -0.7%
BFM
162
Broadview Financial Management
Wisconsin
$9.12M 64,596 -2,181 -3%
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$9.12M 64,554 -51 -0.1%
CPO
164
Cerity Partners OCIO
New York
$9.11M 64,522 +60,463 +1,490%
OAM
165
Occidental Asset Management
California
$9.05M 64,058 +14,312 +29%
PFA
166
Pure Financial Advisors
California
$8.75M 61,925 -5,840 -9%
AIA
167
Alera Investment Advisors
Illinois
$8.7M 61,580 -582 -0.9%
CAN
168
Cetera Advisor Networks
California
$8.5M 60,201 +11,313 +23%
GI
169
Glovista Investments
New Jersey
$8.44M 59,828 +59,828 New
AIM
170
Acropolis Investment Management
Missouri
$8.37M 59,229 -3,136 -5%
IWAG
171
Integer Wealth Advisors Group
Georgia
$8.3M 57,659 +33,964 +143%
EPP
172
ETF Portfolio Partners
Kansas
$8.27M 58,576 +354 +0.6%
AMG
173
Asset Management Group
Connecticut
$8.1M 57,358 -131 -0.2%
Citadel Advisors
174
Citadel Advisors
Florida
$8.01M 56,698 +18,822 +50%
FBA
175
Front Barnett Associates
Illinois
$7.92M 56,051 +1,916 +4%
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