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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 %
CF
576
Copperwynd Financial
Arizona
$431K +$431K +3,366 New
AC
577
Alexandria Capital
Virginia
$428K -$32.3K -252 -7%
PP
578
Professional Planning
California
$428K +$428K +3,342 New
SFS
579
Sowell Financial Services
Arkansas
$423K -$1.39M -10,866 -77%
WA
580
WBH Advisory
Maryland
$422K +$15.2K +115 +4%
SFWC
581
Strategic Family Wealth Counselors
New Jersey
$422K +$27.8K +217 +7%
NAS
582
Nicolet Advisory Services
Wisconsin
$422K +$422K +3,298 New
CAL
583
Capital Advisors Ltd
Ohio
$419K +$86.8K +679 +26%
RHBC
584
R.H. Bluestein & Co
Michigan
$414K -$5.76K -45 -1%
RG
585
Rikoon Group
New Mexico
$412K +$1.28K +10 +0.3%
NA
586
NewEdge Advisors
Louisiana
$411K -$766K -5,991 -65%
PS
587
Planned Solutions
California
$407K -$29.8K -233 -7%
AIS
588
American Investment Services
Massachusetts
$406K -$11K -86 -3%
GRP
589
Global Retirement Partners
California
$403K +$167K +1,301 +70%
TA
590
TrueWealth Advisors
Alabama
$403K +$403K +3,071 New
4WM
591
4J Wealth Management
Virginia
$399K +$399K +3,119 New
PFBT
592
Parkside Financial Bank & Trust
Missouri
$398K -$32.8K -256 -8%
MSAM
593
Moloney Securities Asset Management
Missouri
$398K +$9.99K +78 +3%
JGIA
594
Jackson Grant Investment Advisers
Connecticut
$397K +$2.43K +19 +0.6%
BTWM
595
Baker Tilly Wealth Management
Wisconsin
$396K +$396K +3,093 New
JIC
596
Joel Isaacson & Co
New York
$394K +$769 +6 +0.2%
KCA
597
Karn Couzens & Associates
Connecticut
$393K +$393K +3,069 New
TI
598
Truepoint Inc
Ohio
$390K +$390K +3,050 New
CA
599
Claro Advisors
Massachusetts
$384K -$10.2K -80 -3%
UIA
600
UBP Investment Advisors
Switzerland
$384K – – –
22 23
24
25 26