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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 %
CCC
176
Crescent Capital Consulting
Louisiana
$7.75M 54,909 +9,911 +22%
FMW
177
Farr Miller & Washington
District of Columbia
$7.7M 54,497 +8,700 +19%
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.54M 53,345 +1,767 +3%
BWA
179
BDO Wealth Advisors
Florida
$7.51M 53,146 +2,064 +4%
RCP
180
Rothschild Capital Partners
New York
$7.46M 52,800 +52,800 New
GL
181
Graypoint LLC
New York
$7.44M 761,312 +716,316 +1,592%
GIA
182
Gladstone Institutional Advisory
Florida
$7.44M 52,641 +1,450 +3%
LWA
183
LWS Wealth Advisors
New Jersey
$7.42M 52,505 +8,829 +20%
SAM
184
Securian Asset Management
Minnesota
$7.34M 52,000 +9,700 +23%
CA
185
Centerpoint Advisors
Massachusetts
$7.32M 51,820 -88 -0.2%
BPA
186
Beacon Pointe Advisors
California
$7.2M 50,962 +910 +2%
TS
187
Tamar Securities
California
$7.15M 50,622 +9,358 +23%
CWM
188
Calamos Wealth Management
Illinois
$7.1M 50,274 – –
SEI Investments
189
SEI Investments
Pennsylvania
$7.08M 55,275 – –
BRWA
190
B. Riley Wealth Advisors
Florida
$7.08M 50,104 +26,182 +109%
FAN
191
Financial Advisors Network
California
$6.95M 49,177 +16 +0%
PP
192
Prosperity Planning
Missouri
$6.92M 48,968 +6,498 +15%
SI
193
Stephens Inc
Arkansas
$6.85M 48,493 +109 +0.2%
PAIM
194
Punch & Associates Investment Management
Minnesota
$6.84M 48,450 -1,002 -2%
GWAM
195
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.7M 47,422 +1,043 +2%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$6.69M 46,682 -16,724 -26%
WWM
197
Western Wealth Management
Colorado
$6.55M 46,341 +960 +2%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$6.53M 46,246 -615 -1%
KP
199
Keel Point
Alabama
$6.53M 46,214 – –
LIA
200
LBMC Investment Advisors
Tennessee
$6.47M 45,788 +4,209 +10%
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