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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 %
CAI
601
Capital Advisors Inc
Oklahoma
$383K -$33.9K -265 -8%
WTB
602
Washington Trust Bank
Washington
$381K – – –
UFA
603
US Financial Advisors
Massachusetts
$378K +$378K +2,952 New
PCMC
604
Private Capital Management (Colorado)
Colorado
$375K +$381 +3 +0.1%
BFA
605
Beaumont Financial Advisors
Massachusetts
$374K +$256 +2 +0.1%
WPC
606
White Pine Capital
Minnesota
$373K -$3.84K -30 -1%
SWM
607
SeaCrest Wealth Management
New York
$373K +$384 +3 +0.1%
HIA
608
Harbor Investment Advisory
Maryland
$373K +$110K +858 +42%
CCMIC
609
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$367K +$292K +2,284 +390%
WOC
610
West Oak Capital
California
$365K +$161K +1,260 +79%
HIIFS
611
Harel Insurance Investments & Financial Services
Israel
$364K – – –
WF
612
Welch & Forbes
Massachusetts
$360K – – –
PCG
613
Private Capital Group
Connecticut
$359K -$4.74K -37 -1%
CH
614
Canton Hathaway
Rhode Island
$359K +$359K +2,801 New
SWM
615
Stockman Wealth Management
Montana
$358K – – –
AB
616
Atlas Brown
Kentucky
$358K +$1.53K +12 +0.4%
SDAM
617
Shulman DeMeo Asset Management
New York
$356K +$2.31K +18 +0.7%
ACP
618
Arcus Capital Partners
Georgia
$356K +$356K +2,780 New
Millennium Management
619
Millennium Management
New York
$356K +$356K +2,782 New
RIA
620
Regal Investment Advisors
Michigan
$355K +$355K +2,776 New
TP
621
Tranquility Partners
Tennessee
$353K +$52.5K +410 +17%
PWA
622
Peterson Wealth Advisors
Utah
$352K – – –
LSAG
623
Lake Street Advisors Group
New Hampshire
$352K +$1.02K +8 +0.3%
ACI
624
Alpha Cubed Investments
California
$350K +$350K +2,734 New
SWP
625
ShoreHaven Wealth Partners
New Jersey
$350K +$350K +2,734 New
23 24
25
26 27