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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 %
AAS
201
Avantax Advisory Services
Texas
$6.43M 45,484 +1,445 +3%
BC
202
Bartlett & Co
Ohio
$6.27M 44,369 -2,321 -5%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$6.27M 44,369 -2,321 -5%
CWM
204
Cranbrook Wealth Management
Michigan
$6.23M 44,081 -2,303 -5%
JFA
205
Johanson Financial Advisors
California
$6.19M 42,924 -12 -0%
SWM
206
Soundmark Wealth Management
Washington
$6.16M 43,588 – –
RWM
207
RKL Wealth Management
Pennsylvania
$6.14M 43,475 -1,540 -3%
EWA
208
Exencial Wealth Advisors
Oklahoma
$6.12M 43,322 -296 -0.7%
SHIM
209
Stone House Investment Management
Pennsylvania
$6.02M 47,057 – –
CFG
210
Citizens Financial Group
Rhode Island
$5.99M 42,387 -38 -0.1%
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$5.88M 41,631 +711 +2%
FWP
212
FAS Wealth Partners
Kansas
$5.84M 41,366 +1,662 +4%
KPWG
213
KFA Private Wealth Group
Virginia
$5.79M 40,995 +1,864 +5%
SNT
214
Security National Trust
West Virginia
$5.7M 40,381 +2,102 +5%
BCM
215
Brookstone Capital Management
Illinois
$5.6M 39,656 +19,408 +96%
GPA
216
Guidance Point Advisors
Massachusetts
$5.57M 39,418 +1,102 +3%
SWMP
217
Signature Wealth Management Partners
New Jersey
$5.53M 39,138 +1,047 +3%
SWP
218
Stratos Wealth Partners
Ohio
$5.45M 38,602 +7,721 +25%
BSW
219
Buckingham Strategic Wealth
Missouri
$5.42M 38,372 -4,792 -11%
EWA
220
EP Wealth Advisors
California
$5.42M 38,376 -218 -0.6%
UAS
221
United Asset Strategies
New York
$5.34M 37,808 +629 +2%
BOTW
222
Bank of the West
California
$5.23M 37,058 -41 -0.1%
PFP
223
Pinnacle Financial Partners
Tennessee
$5.18M 37,102 +696 +2%
NA
224
Nottingham Advisors
New York
$5.07M 35,619 +14,953 +72%
B
225
Bailard
California
$5.05M 35,769 +2,943 +9%
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9
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