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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 %
JWCA
376
J.W. Cole Advisors
Florida
$1.2M -$1.54M -12,053 -56%
YWP
377
YorkBridge Wealth Partners
New York
$1.17M – – –
VFA
378
Valeo Financial Advisors
Indiana
$1.17M +$565K +4,416 +93%
GWA
379
GGM Wealth Advisors
Maryland
$1.17M +$1.17M +8,919 New
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$1.17M -$8.19K -64 -0.7%
IWC
381
Integrated Wealth Concepts
Massachusetts
$1.16M -$145K -1,131 -11%
GT
382
Glenview Trust
Kentucky
$1.16M +$11.8K +92 +1%
RJT
383
Raymond James Trust
Florida
$1.15M +$16.3K +127 +1%
SC
384
Scotia Capital
Ontario, Canada
$1.15M +$95.1K +743 +9%
PBO
385
Peoples Bank (Ohio)
Ohio
$1.14M -$6.4K -50 -0.6%
PCS
386
Personal CFO Solutions
New Jersey
$1.13M +$90.6K +708 +9%
LA
387
Lynch & Associates
Indiana
$1.12M +$1.12M +8,731 New
Cerity Partners
388
Cerity Partners
New York
$1.11M -$98K -765 -8%
BBHC
389
Brown Brothers Harriman & Co
New York
$1.11M +$907K +7,085 +457%
DW
390
Domani Wealth
Pennsylvania
$1.1M +$66.4K +519 +6%
BFPW
391
BOK Financial Private Wealth
Colorado
$1.09M -$229K -1,786 -17%
BWM
392
BigSur Wealth Management
Florida
$1.09M – – –
OWA
393
Outlook Wealth Advisors
Texas
$1.09M +$2.95K +23 +0.3%
CC
394
Chicago Capital
Illinois
$1.06M +$1.06M +8,278 New
SFA
395
Sequoia Financial Advisors
Ohio
$1.06M -$2.95K -23 -0.3%
AIC
396
Ameritas Investment Company
Nebraska
$1.05M +$171K +1,334 +19%
PPA
397
Parametric Portfolio Associates
Washington
$1.05M -$402K -3,141 -28%
MFG
398
Magnus Financial Group
New York
$1.04M +$348K +2,720 +51%
APA
399
American Portfolios Advisors
New York
$1.02M +$652K +5,093 +175%
WPWM
400
Windward Private Wealth Management
Kansas
$1.02M +$1.02M +7,993 New
14 15
16
17 18