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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 %
PIMG
676
Patriot Investment Management Group
Tennessee
$270K -$1M -7,833 -79%
AC
677
Addison Capital
Pennsylvania
$270K – – –
VFA
678
Voya Financial Advisors
Connecticut
$268K -$106K -832 -28%
ST
679
Sabal Trust
Florida
$268K +$268K +2,092 New
KIA
680
KCM Investment Advisors
California
$266K – – –
LS
681
Leelyn Smith
Illinois
$264K – – –
SIC
682
Samalin Investment Counsel
New York
$262K +$18.1K +141 +7%
OPW
683
Oxler Private Wealth
New York
$262K +$262K +2,054 New
GM
684
Granger Management
New York
$261K +$261K +2,042 New
ONB
685
Old National Bancorp
Indiana
$259K – – –
W
686
Wealthquest
Ohio
$258K -$52.8K -413 -17%
Fisher Asset Management
687
Fisher Asset Management
Washington
$258K +$258K +2,014 New
IFAM
688
Institutional & Family Asset Management
Colorado
$256K +$250K +1,950 +4,063%
BIM
689
Baldwin Investment Management
Pennsylvania
$256K +$256K +2,000 New
RRWA
690
Rainey & Randall Wealth Advisors
Florida
$255K +$3.06K +24 +1%
Wealth Enhancement Advisory Services
691
Wealth Enhancement Advisory Services
Minnesota
$253K +$3.14K +24 +1%
CAG
692
Curtis Advisory Group
California
$251K – – –
SFG
693
Sowa Financial Group
Rhode Island
$250K -$2.43K -19 -1%
BFA
694
Beacon Financial Advisory
Ohio
$250K +$255 +2 +0.1%
FDS
695
Freedom Day Solutions
Texas
$249K -$14.1K -110 -5%
AWA
696
Arkadios Wealth Advisors
Georgia
$248K +$171K +1,335 +221%
ICG
697
InterOcean Capital Group
Tennessee
$246K +$246K +1,919 New
CSPIA
698
Cary Street Partners Investment Advisory
Virginia
$245K +$9.59K +75 +4%
KF
699
Krilogy Financial
Missouri
$245K +$17.9K +140 +8%
VWM
700
Valley Wealth Managers
New Jersey
$242K -$11.9K -93 -5%
26 27
28
29 30