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iShares S&P 500 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FMTC
451
Farmers & Merchants Trust Company
California
$805K
SWA
452
SOA Wealth Advisors
New York
$805K +$805K +6,048 New
FCI
453
Financial Counselors Inc
Kansas
$798K -$30K -234 -4%
TIM
454
Thompson Investment Management
Wisconsin
$797K +$47.7K +373 +6%
SAM
455
Summit Asset Management
Tennessee
$792K +$10.2K +80 +1%
BA
456
Bridge Advisory
California
$773K +$773K +6,036 New
FCFC
457
First Commonwealth Financial Corp
Pennsylvania
$772K -$46K -359 -6%
TFO
458
Tarbox Family Office
California
$767K -$96K -750 -11%
WWM
459
Windsor Wealth Management
Indiana
$763K +$128 +1 +0%
TNB
460
Thomasville National Bank
Georgia
$761K -$102K -799 -12%
CIAS
461
Capital Investment Advisory Services
North Carolina
$756K -$439K -3,426 -37%
EFS
462
Essex Financial Services
Connecticut
$754K +$754K +5,893 New
EW
463
Evoke Wealth
California
$752K
TSS
464
Two Sigma Securities
New York
$751K -$2.26M -17,655 -75%
SSWM
465
Smith Salley Wealth Management
North Carolina
$749K +$749K +5,847 New
CB
466
Community Bank
New York
$741K
PAMG
467
Patton Albertson Miller Group
Tennessee
$740K +$30.4K +227 +4%
SIC
468
Sigma Investment Counselors
Michigan
$735K +$223K +1,740 +43%
MLICM
469
Metropolitan Life Insurance Company (MetLife)
New York
$730K +$76.8K +600 +12%
OFG
470
Oxford Financial Group
Indiana
$723K
RA
471
Rational Advisors
New York
$723K +$723K +5,645 New
WCF
472
West Coast Financial
California
$722K +$421K +3,288 +140%
GT
473
Glenmede Trust
Pennsylvania
$718K -$88.6K -692 -11%
MWM
474
Mission Wealth Management
California
$714K +$36.8K +287 +5%
HR
475
Hardy Reed
Mississippi
$712K