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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 %
KBFS
351
Kohmann Bosshard Financial Services
Ohio
$1.4M – – –
CIR
352
Clear Investment Research
Georgia
$1.39M -$38K -297 -3%
CB
353
Commerce Bank
Missouri
$1.39M -$491K -3,836 -26%
AFAS
354
Acorn Financial Advisory Services
Virginia
$1.39M +$65.4K +511 +5%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$1.38M -$2.69K -21 -0.2%
FHC
356
First Horizon Corporation
Tennessee
$1.38M +$83.4K +652 +6%
NSB
357
Norway Savings Bank
Maine
$1.38M -$722K -5,639 -34%
CFGS
358
Concourse Financial Group Securities
Alabama
$1.38M -$90.5K -707 -6%
HR
359
Hayden Royal
North Carolina
$1.38M +$103K +806 +8%
SAM
360
Silvercrest Asset Management
New York
$1.38M -$25.6K -200 -2%
MAS
361
Managed Account Services
Florida
$1.37M +$6.2K +47 +0.5%
BWP
362
Bernardo Wealth Planning
Pennsylvania
$1.35M -$114K -893 -8%
SAM
363
Shone Asset Management
California
$1.33M +$6.82K +54 +0.5%
EWM
364
Endurance Wealth Management
Rhode Island
$1.31M -$165K -1,287 -11%
TFF
365
The Family Firm
Maryland
$1.3M +$8.12K +62 +0.6%
BAM
366
Baldrige Asset Management
Pennsylvania
$1.29M -$5.51K -43 -0.4%
BP
367
Ballentine Partners
Massachusetts
$1.28M – – –
JAG
368
Journey Advisory Group
Kentucky
$1.26M +$1.26M +9,832 New
PWAP
369
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.26M +$1.26M +9,834 New
GVAG
370
Great Valley Advisor Group
Delaware
$1.24M +$31.2K +244 +3%
ANTB
371
AMG National Trust Bank
Colorado
$1.23M – – –
AWM
372
AE Wealth Management
Kansas
$1.23M -$1.08M -8,418 -47%
LBC
373
Lowe Brockenbrough & Co
Virginia
$1.23M -$316K -2,470 -21%
DCM
374
Dimension Capital Management
Florida
$1.22M – – –
HW
375
Hancock Whitney
Mississippi
$1.2M -$105K -824 -8%
13 14
15
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