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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 %
William Blair & Company
401
William Blair & Company
Illinois
$1.02M +$353K +2,754 +53%
DPI
402
Diversified Portfolios Inc
Michigan
$1.02M -$5.25K -41 -0.5%
WFAG
403
Wescott Financial Advisory Group
Pennsylvania
$1.02M +$1.02M +7,928 New
ACM
404
Azimuth Capital Management
Michigan
$1.01M -$27.6K -216 -3%
CPIG
405
Chicago Partners Investment Group
Illinois
$1.01M +$32.6K +250 +3%
WCM
406
WealthBridge Capital Management
Ohio
$1.01M +$454K +3,547 +82%
PAA
407
Peregrine Asset Advisers
Oregon
$1.01M +$1.01M +7,867 New
CL
408
Choreo LLC
Illinois
$1.01M -$113K -886 -10%
CFG
409
Cooper Financial Group
California
$1M +$1M +7,823 New
CPSC
410
Carl P. Sherr & Co
Massachusetts
$993K +$8.71K +68 +0.9%
EK
411
Evensky & Katz
Florida
$988K -$13.6K -106 -1%
CWM
412
Connecticut Wealth Management
Connecticut
$983K -$162K -1,263 -14%
TFA
413
Tobias Financial Advisors
Florida
$973K -$211K -1,648 -18%
CC
414
Cadinha & Co
Hawaii
$966K – – –
OPS
415
Orion Portfolio Solutions
Nebraska
$963K -$32.6K -255 -3%
IWA
416
Independence Wealth Advisors
Virginia
$963K -$640 -5 -0.1%
SDWMA
417
Schneider Downs Wealth Management Advisors
Pennsylvania
$951K +$113K +885 +14%
MG
418
Mather Group
Illinois
$946K -$57.1K -446 -6%
EIA
419
Eldridge Investment Advisors
New Hampshire
$945K -$353K -2,757 -27%
BJL
420
Brighton Jones LLC
Washington
$937K +$7.55K +59 +0.8%
SIA
421
Soltis Investment Advisors
Utah
$935K +$90.6K +708 +11%
9WM
422
9258 Wealth Management
Ohio
$930K -$267K -2,086 -22%
KOMWMG
423
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$928K +$39.4K +308 +4%
HA
424
Harborview Advisors
Maine
$926K -$60.3K -471 -6%
BCA
425
Bay Colony Advisors
Massachusetts
$918K -$18.2K -142 -2%
15 16
17
18 19