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iShares S&P 500 Value ETF
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Overview Fund Activity

888 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 291 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+124
Holders Change %
+16.23%
% of All Funds
15.76%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
166
Increased
291
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$97.7M
3
Morgan Stanley
Morgan Stanley
New York
+$58.1M
4
Bank of America
Bank of America
North Carolina
+$33.2M
5
Wells Fargo
Wells Fargo
California
+$30.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$67.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$53.8M
3
AIP
Ameritas Investment Partners
Nebraska
-$23.7M
4
CCFM
Clear Creek Financial Management
Washington
-$21.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Savant Capital
Illinois
$4.02M -$20.7K -162 -0.5%
ASN
227
Advisory Services Network
Georgia
$4.01M +$249K +1,946 +7%
GW
228
GW & Wade
Massachusetts
$3.99M +$3.99M +31,160 New
GG
229
GenWealth Group
New Jersey
$3.97M -$63.1K -493 -2%
SWP
230
Stratos Wealth Partners
Ohio
$3.95M -$89.2K -697 -2%
PA
231
Parallel Advisors
California
$3.94M -$3.97K -31 -0.1%
Brown Advisory
232
Brown Advisory
Maryland
$3.93M +$45K +352 +1%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$3.87M +$372K +2,904 +11%
LFAS
234
Level Four Advisory Services
Texas
$3.86M +$262K +2,048 +7%
First Trust Advisors
235
First Trust Advisors
Illinois
$3.82M +$569K +4,448 +17%
RB
236
Renasant Bank
Mississippi
$3.81M +$3.81M +29,767 New
RA
237
Rodgers & Associates
Pennsylvania
$3.77M +$3.77M +29,469 New
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$3.75M – – –
DSA
239
Davis Selected Advisers
Arizona
$3.68M +$2.63M +20,548 +252%
SMG
240
Spectrum Management Group
Indiana
$3.64M -$410K -3,205 -10%
Squarepoint
241
Squarepoint
New York
$3.57M -$3.4M -26,569 -49%
SF
242
Synovus Financial
Georgia
$3.55M -$452K -3,530 -11%
PFG
243
Pacific Financial Group
Washington
$3.55M +$767K +5,991 +28%
Two Sigma Investments
244
Two Sigma Investments
New York
$3.53M -$4.68M -36,564 -57%
HF
245
HRT Financial
New York
$3.48M -$240K -1,878 -6%
CRCM
246
Corbett Road Capital Management
Virginia
$3.42M +$20.7K +162 +0.6%
SFP
247
Sterling Financial Planning
New Jersey
$3.39M +$3.39M +26,513 New
MSWMA
248
Market Street Wealth Management Advisors
Indiana
$3.34M -$240K -1,877 -7%
AI
249
Atria Investments
North Carolina
$3.34M +$1.48M +11,600 +80%
NB
250
Nicolet Bankshares
Wisconsin
$3.33M -$16.6K -130 -0.5%
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