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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 %
UWM
276
Urban Wealth Management
California
$2.69M +$2.69M +21,027 New
SCM
277
SOL Capital Management
Maryland
$2.69M +$3.84K +30 +0.1%
IDA
278
Intelligence Driven Advisers
California
$2.67M +$2.67M +20,830 New
IA
279
IFP Advisors
Florida
$2.66M +$455K +3,548 +21%
NA
280
Nottingham Advisors
New York
$2.65M -$2.07M -16,193 -44%
LB
281
Leo Brokerage
Texas
$2.64M +$128 +1 +0%
SPIA
282
Steward Partners Investment Advisory
New York
$2.61M +$262K +2,044 +11%
BCM
283
Brookstone Capital Management
Illinois
$2.59M +$81.5K +637 +3%
SHA
284
Seneca House Advisors
Virginia
$2.56M +$71.8K +561 +3%
EPA
285
Element Pointe Advisors
Florida
$2.52M – – –
EWA
286
Evolution Wealth Advisors
Florida
$2.48M -$4.03M -31,505 -62%
SWA
287
Sax Wealth Advisors
New Jersey
$2.47M +$2.47M +19,326 New
GLLW
288
Graves Light Lenhart Wealth
Virginia
$2.47M +$294K +2,297 +14%
DWT
289
Dorsey & Whitney Trust
South Dakota
$2.45M -$70.7K -552 -3%
BCM
290
BTC Capital Management
Iowa
$2.44M – – –
CAL
291
Capital Analysts LLC
Pennsylvania
$2.37M -$463K -3,615 -16%
TF
292
TIAA FSB
Florida
$2.37M +$2.37M +18,519 New
ABC
293
Associated Banc-Corp
Wisconsin
$2.3M +$628K +4,908 +38%
CWM
294
Cahaba Wealth Management
Georgia
$2.29M -$424K -3,258 -16%
IP
295
Investment Partners
Ohio
$2.28M -$30.1K -235 -1%
FI
296
FormulaFolio Investments
Michigan
$2.24M +$1.85M +14,478 +483%
BOH
297
Bank of Hawaii
Hawaii
$2.19M -$13.3M -104,031 -86%
CCT
298
Country Club Trust
Missouri
$2.18M +$355K +2,795 +20%
CAG
299
Csenge Advisory Group
Florida
$2.15M -$28.3K -221 -1%
Two Sigma Advisers
300
Two Sigma Advisers
New York
$2.13M +$54.4K +425 +3%
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