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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 %
IFWM
651
Institute for Wealth Management
Colorado
$312K -$11.5K -90 -4%
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$312K +$51.8K +405 +20%
RMDI
653
R.M. Davis Inc
Maine
$311K – – –
Bank Julius Baer & Co
654
Bank Julius Baer & Co
Switzerland
$311K +$311K +2,429 New
EWF
655
Epstein & White Financial
California
$310K -$25.5K -202 -8%
QC
656
QCM Cayman
Texas
$310K +$310K +2,420 New
NAM
657
NorthCoast Asset Management
Connecticut
$306K -$68.6K -535 -18%
CWM
658
Chesapeake Wealth Management
Virginia
$304K -$1.28K -10 -0.4%
Fiera Capital (Canada)
659
Fiera Capital (Canada)
Quebec, Canada
$304K +$304K +2,375 New
TPWA
660
TRUE Private Wealth Advisors
Oregon
$302K -$11.8K -92 -4%
CAM
661
Close Asset Management
United Kingdom
$301K – – –
RSWM
662
Robertson Stephens Wealth Management
California
$295K -$3.58K -28 -1%
KA
663
Klingman & Associates
New York
$295K – – –
NIA
664
Northstar Investment Advisors
Colorado
$295K – – –
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$294K -$846K -6,600 -74%
IWS
666
Insight Wealth Strategies
California
$288K -$64.3K -502 -18%
HCM
667
Hutchinson Capital Management
California
$288K – – –
VWA
668
Visionary Wealth Advisors
Illinois
$288K – – –
CFA
669
Carroll Financial Associates
North Carolina
$284K -$47K -367 -14%
CCM
670
Colorado Capital Management
Colorado
$282K +$1.53K +12 +0.5%
TFCP
671
Twin Focus Capital Partners
Massachusetts
$280K – – –
SWA
672
Stratos Wealth Advisors
Ohio
$276K +$276K +2,154 New
AWA
673
Alta Wealth Advisors
Massachusetts
$276K +$276K +2,158 New
SS
674
Simplicity Solutions
Minnesota
$274K -$1.65M -12,885 -86%
DC
675
Davenport & Co
Virginia
$271K -$31.4K -245 -10%
25 26
27
28 29