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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 %
SCG
301
Sonata Capital Group
Washington
$2.08M -$31.2K -244 -1%
COCM
302
Charter Oak Capital Management
New Hampshire
$2M +$2M +15,612 New
GSEP
303
Golden State Equity Partners
California
$2M +$2M +15,593 New
TC
304
Telemus Capital
Michigan
$1.96M – – –
HB
305
Homrich & Berg
Georgia
$1.96M -$58.4K -456 -3%
AP
306
Arlington Partners
Alabama
$1.92M -$62.9K -491 -3%
GI
307
GAMCO Investors
Connecticut
$1.92M – – –
EDRIA
308
Edmonds Duncan Registered Investment Advisors
Kansas
$1.9M -$1.07K -8 -0.1%
TCM
309
Tuttle Capital Management
Connecticut
$1.9M +$1.9M +14,802 New
WP
310
WMS Partners
Maryland
$1.87M -$10.5K -82 -0.6%
WDG
311
Wealth Dimensions Group
Ohio
$1.86M +$1.86M +14,562 New
LNC
312
Lincoln National Corp
Pennsylvania
$1.85M +$139K +1,082 +8%
CWA
313
Clarus Wealth Advisors
Arizona
$1.84M -$82.3K -627 -4%
GCM
314
Gables Capital Management
Florida
$1.84M – – –
AllianceBernstein
315
AllianceBernstein
Tennessee
$1.84M -$179K -1,395 -9%
AWS
316
AJ Wealth Strategies
New York
$1.76M +$10.8K +84 +0.6%
RWG
317
Regal Wealth Group
California
$1.75M -$25.1K -196 -1%
MIAN
318
Mariner Independent Advisor Network
Kansas
$1.75M -$9.22K -72 -0.5%
IWM
319
IHT Wealth Management
Illinois
$1.74M -$16.3K -127 -0.9%
FFN
320
Focus Financial Network
Minnesota
$1.73M -$206K -1,606 -11%
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$1.72M -$76.3K -596 -4%
TWP
322
Total Wealth Planning
Ohio
$1.71M +$6.91K +54 +0.4%
TGAM
323
TBH Global Asset Management
Tennessee
$1.7M +$1.07M +8,373 +171%
MYIA
324
Mount Yale Investment Advisors
Colorado
$1.67M +$1.67M +13,033 New
HSA
325
HBK Sorce Advisory
Pennsylvania
$1.66M +$913K +7,131 +122%
11 12
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