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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 %
FNBOSM
701
First National Bank of South Miami
Florida
$242K -$11.6K -91 -5%
CTB
702
Country Trust Bank
Illinois
$240K – – –
VDI
703
Vaughan David Investments
Illinois
$238K +$238K +1,856 New
ADL
704
Asset Dedication LLC
California
$237K +$8.82K +69 +4%
KM
705
Kalos Management
Georgia
$236K -$13.1K -103 -5%
GIA
706
Guyasuta Investment Advisors
Pennsylvania
$236K – – –
CCM
707
Covington Capital Management
California
$235K – – –
ONST
708
Old North State Trust
North Carolina
$235K – – –
CBT
709
Capital Bank & Trust
California
$235K +$235K +1,833 New
TNB
710
TCF National Bank
South Dakota
$234K – – –
RMCM
711
Reynders McVeigh Capital Management
Massachusetts
$230K – – –
OC
712
Oarsman Capital
Wisconsin
$227K -$25.7K -200 -10%
GBBWRPM
713
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$226K +$226K +1,764 New
VAS
714
Vestmark Advisory Solutions
Massachusetts
$224K +$224K +1,747 New
TWP
715
Treybourne Wealth Planners
Indiana
$222K +$222K +1,733 New
WCM
716
Wealthcare Capital Management
Virginia
$222K +$222K +1,734 New
AA
717
Ancora Advisors
Ohio
$221K -$1.73M -13,503 -89%
FSWA
718
Financial Synergies Wealth Advisors
Texas
$220K +$220K +1,721 New
LC
719
LCNB Corp
Ohio
$220K +$220K +1,720 New
LP
720
LGL Partners
Pennsylvania
$219K +$219K +1,708 New
PWM
721
Provident Wealth Management
Tennessee
$217K -$17.3K -135 -7%
MCM
722
Murphy Capital Management
New Jersey
$217K +$217K +1,700 New
MOS
723
MGO One Seven
Ohio
$216K +$216K +1,685 New
WJWM
724
Williams Jones Wealth Management
New York
$215K +$215K +1,679 New
FNT
725
First National Trust
Pennsylvania
$214K +$214K +1,671 New
27 28
29
30 31