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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.

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
1
Allstate Corporation
Illinois
$110M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.39B
4
Bank of America
4
Bank of America
North Carolina
$761M
5
Wells Fargo
5
Wells Fargo
California
$762M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$77.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.85B
3
AIP
3
Ameritas Investment Partners
Nebraska
$1.58M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WJA
26
Willis Johnson & Associates
Texas
$79.7M 622,357 +622,357 New
HNB
27
Huntington National Bank
Ohio
– – – –
RJA
28
Raymond James & Associates
Florida
$76M 593,281 +70,775 +14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$69.6M 543,767 +114,869 +27%
HFBOT
30
Home Federal Bank of Tennessee
Tennessee
$59.9M 467,574 -53,560 -10%
VA
31
Valmark Advisers
Ohio
$56.4M 440,244 -19,707 -4%
Mariner
32
Mariner
Kansas
$50.3M 393,047 +1,529 +0.4%
LI
33
LVZ Inc
Michigan
$47.7M 372,945 +79,312 +27%
EH
34
Equitable Holdings
New York
$47.5M 371,392 -14,180 -4%
Barclays
35
Barclays
United Kingdom
$46.8M 365,603 -35,748 -9%
FHB
36
First Hawaiian Bank
Hawaii
$46.7M 365,011 -2,716 -0.7%
Lido Advisors
37
Lido Advisors
California
$46.6M 364,326 -57,987 -14%
UCFA
38
United Capital Financial Advisors
Texas
$46.6M 364,003 -13,109 -3%
MCM
39
MAI Capital Management
Ohio
$45.4M 354,739 +45,786 +15%
SWPG
40
Strategic Wealth Partners Group
Illinois
$44.9M 350,915 -10,105 -3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$44.6M 348,756 +14,311 +4%
HighTower Advisors
42
HighTower Advisors
Illinois
$43.1M 336,397 +59,408 +21%
Financial Engines Advisors
43
Financial Engines Advisors
California
$42.3M 330,484 +39,898 +14%
PFM
44
Phillips Financial Management
Indiana
$41.6M 324,778 +10,761 +3%
CC
45
Courier Capital
New York
$41.4M 323,015 -220 -0.1%
SL
46
Salomon & Ludwin
Virginia
$40.3M 315,093 -8,267 -3%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$39M 304,718 +74,826 +33%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$37.2M 290,530 +17,570 +6%
KeyBank National Association
49
KeyBank National Association
Ohio
$36.5M 284,745 -23,171 -8%
BAAM
50
Baker Avenue Asset Management
California
$35.9M 280,553 -4,575 -2%
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