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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 %
EWM
426
EPG Wealth Management
Georgia
$913K +$61K +476 +7%
TIA
427
Tiemann Investment Advisors
California
$896K -$20.5K -160 -2%
PA
428
PFG Advisors
Arizona
$893K -$188K -1,465 -17%
FHA
429
First Horizon Advisors
Tennessee
$891K -$17.5K -137 -2%
TIM
430
Total Investment Management
Arizona
$891K +$34.6K +270 +4%
SG
431
StoneX Group
New York
$890K +$72.3K +565 +9%
PA
432
Pinnacle Associates
New York
$876K +$21K +164 +2%
HPC
433
Hobart Private Capital
North Carolina
$873K +$873K +6,815 New
LF
434
Lee Financial
Texas
$868K +$558K +4,359 +180%
HCC
435
Hirtle Callaghan & Co
Pennsylvania
$866K – – –
CWC
436
Carolinas Wealth Consulting
North Carolina
$860K +$5.12K +40 +0.6%
BIM
437
Bridges Investment Management
Nebraska
$854K – – –
CDIA
438
Capital Directions Investment Advisors
Georgia
$847K – – –
APSP
439
Asset Planning Services (Pennsylvania)
Pennsylvania
$844K -$109K -848 -11%
NFG
440
Nations Financial Group
Iowa
$843K -$10.6K -83 -1%
AIM
441
Alhambra Investment Management
Florida
$841K -$20.5K -160 -2%
5L
442
55I LLC
Massachusetts
$834K -$1.29M -10,098 -61%
IWA
443
Inspirion Wealth Advisors
Illinois
$830K – – –
IIC
444
Integrated Investment Consultants
Michigan
$830K +$1.02K +8 +0.1%
NCG
445
Newport Capital Group
New Jersey
$829K +$829K +6,475 New
GG
446
Gofen & Glossberg
Illinois
$823K +$16.3K +127 +2%
MSA
447
Marino Stram & Associates
Massachusetts
$820K -$83.1K -649 -9%
QCG
448
Quadrant Capital Group
Ohio
$814K +$472K +3,685 +138%
CGFA
449
Colton Groome Financial Advisors
North Carolina
$812K -$462K -3,607 -36%
SFPG
450
Stonebridge Financial Planning Group
Florida
$812K +$12.8K +100 +2%
16 17
18
19 20