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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 %
FNBTCON
476
First National Bank & Trust Co of Newtown
Pennsylvania
$710K – – –
CPA
477
Capital Planning Advisors
California
$700K – – –
BFO
478
Boston Family Office
Massachusetts
$696K – – –
LWANC
479
Laurel Wealth Advisors (North Carolina)
North Carolina
$696K +$15.7K +123 +2%
IP
480
Intellectus Partners
California
$695K +$695K +5,425 New
FFA
481
Freedman Financial Associates
Massachusetts
$695K +$695K +5,425 New
VC
482
Veracity Capital
Georgia
$690K +$512 +4 +0.1%
EAM
483
Evanson Asset Management
California
$686K +$324K +2,527 +89%
LWCFA
484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$682K +$682K +5,328 New
PFS
485
Prospera Financial Services
Texas
$675K +$612K +4,780 +972%
VVP
486
Venture Visionary Partners
Ohio
$671K +$671K +5,242 New
JIC
487
Johnson Investment Counsel
Ohio
$670K -$44.1K -345 -6%
Koshinski Asset Management
488
Koshinski Asset Management
Illinois
$668K +$241K +1,885 +57%
DI
489
Disciplined Investments
Oklahoma
$664K +$59.2K +462 +10%
MMHP
490
Murphy Middleton Hinkle & Parker
Georgia
$661K -$133K -1,035 -17%
WCA
491
Windsor Creek Advisors
Vermont
$661K +$661K +5,161 New
SFA
492
Source Financial Advisors
New York
$660K +$660K +5,158 New
GM
493
GeoWealth Management
Illinois
$657K +$657K +5,127 New
PWPS
494
Pinnacle Wealth Planning Services
Ohio
$656K +$261K +2,044 +66%
WT
495
Whittier Trust
California
$650K – – –
AHC
496
Anderson Hoagland & Co
Missouri
$641K +$641K +5,005 New
WLIM
497
White Lighthouse Investment Management
Massachusetts
$635K -$62.7K -490 -9%
CI
498
CX Institutional
Indiana
$629K +$629K +4,911 New
MFA
499
Mayflower Financial Advisors
Massachusetts
$629K +$629K +4,913 New
Deutsche Bank
500
Deutsche Bank
Germany
$627K -$15.4K -120 -2%
18 19
20
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