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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 %
CCP
501
Corient Capital Partners
California
$627K – – –
AA
502
Argent Advisors
Louisiana
$627K +$627K +4,899 New
COF
503
Capital One Financial
Virginia
$624K +$9.73K +76 +2%
PA
504
Prism Advisors
California
$623K – – –
SBH
505
Segall Bryant & Hamill
Illinois
$619K -$129K -1,012 -17%
BDF
506
Balasa Dinverno & Foltz
$616K – – –
KA
507
Kovack Advisors
Florida
$605K -$190K -1,487 -24%
IAIM
508
International Assets Investment Management
Florida
$595K -$76.3K -596 -11%
APW
509
Aurora Private Wealth
New Jersey
$595K +$2.56K +20 +0.4%
AF
510
Allworth Financial
California
$593K +$896 +7 +0.2%
SHWM
511
Silicon Hills Wealth Management
Texas
$583K +$583K +4,552 New
ZCA
512
Zeke Capital Advisors
Pennsylvania
$577K – – –
ZF
513
Zhang Financial
Michigan
$576K – – –
AW
514
ACG Wealth
Georgia
$575K -$3.58K -28 -0.6%
BS
515
Boenning & Scattergood
Pennsylvania
$570K -$28.3K -221 -5%
CCM
516
Coldstream Capital Management
Washington
$561K – – –
PL
517
Plancorp LLC
Missouri
$559K +$168K +1,314 +43%
SCI
518
S&CO Inc
Massachusetts
$557K – – –
LW
519
Linscomb Wealth
Texas
$555K -$7.04K -55 -1%
DADC
520
D.A. Davidson & Co
Montana
$552K +$1.02K +8 +0.2%
LTI
521
Laffer Tengler Investments
Tennessee
$549K – – –
OPA
522
Old Port Advisors
Maine
$546K -$758 -6 -0.1%
MAFM
523
Mid Atlantic Financial Management
Pennsylvania
$546K +$154K +1,206 +39%
IA
524
Insight Advisors
Pennsylvania
$544K +$544K +4,249 New
HCA
525
Heck Capital Advisors
Wisconsin
$539K +$321K +2,504 +147%
19 20
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