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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 %
WEC
526
Winslow Evans & Crocker
Massachusetts
$538K +$64.6K +505 +14%
CIBC World Market
527
CIBC World Market
Ontario, Canada
$538K +$538K +4,199 New
FC
528
Ferris Capital
Massachusetts
$537K – – –
PWM
529
Perigon Wealth Management
California
$536K -$41.7K -326 -7%
CS
530
Capital Square
Tennessee
$531K – – –
S
531
SignatureFD
Georgia
$530K +$396K +3,093 +296%
MBT
532
Montecito Bank & Trust
California
$527K – – –
PWA
533
Physician Wealth Advisors
Utah
$527K +$4.29K +32 +0.8%
TTWM
534
TCV Trust & Wealth Management
Virginia
$523K – – –
CPO
535
Cerity Partners OCIO
New York
$520K +$1.03K +8 +0.2%
Franklin Resources
536
Franklin Resources
California
$519K -$114K -890 -18%
NL
537
NWAM LLC
Washington
$519K +$519K +4,055 New
EC
538
Estate Counselors
Wisconsin
$518K -$799K -6,250 -61%
TW
539
Towerpoint Wealth
California
$517K +$120K +940 +30%
MPCG
540
Matrix Private Capital Group
New York
$513K +$22.3K +174 +5%
Neuberger Berman Group
541
Neuberger Berman Group
New York
$513K +$513K +4,008 New
BCP
542
Blue Chip Partners
Michigan
$509K -$25.9K -202 -5%
HIS
543
Harvest Investment Services
Illinois
$509K -$384 -3 -0.1%
LSPW
544
Lake Street Private Wealth
Illinois
$509K +$9.47K +74 +2%
DWM
545
Darwin Wealth Management
Florida
$508K +$4.35K +34 +0.9%
FHA
546
Flagship Harbor Advisors
Massachusetts
$505K -$37.4K -292 -7%
DAS
547
Dynamic Advisor Solutions
Arizona
$503K -$252K -1,972 -33%
NAM
548
NTV Asset Management
West Virginia
$490K +$128 +1 +0%
NEPWA
549
New England Private Wealth Advisors
Massachusetts
$489K +$1.02K +8 +0.2%
TFS
550
TrustCore Financial Services
Tennessee
$488K +$12.2K +95 +3%
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