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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
1
Allstate Corporation
Illinois
$110M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.39B
4
Bank of America
4
Bank of America
North Carolina
$761M
5
Wells Fargo
5
Wells Fargo
California
$762M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$77.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.85B
3
AIP
3
Ameritas Investment Partners
Nebraska
$1.58M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$82.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
51
Amarillo National Bank
Texas
$34.1M +$1.41M +10,989 +4%
1IA
52
1834 Investment Advisors
Wisconsin
$32.2M +$952K +7,440 +3%
SAF
53
Smith Anglin Financial
Texas
$30.3M +$30.3M +236,540 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$28.7M +$655K +5,125 +2%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$27.9M +$2.66M +20,748 +11%
APA
56
Allegiant Private Advisors
Florida
$27.4M +$27.4M +213,690 New
PWM
57
Praetorian Wealth Management
California
$27.1M +$2.61M +20,413 +11%
LL
58
LPWM LLC
Minnesota
$26.6M +$1.56M +12,192 +6%
EA
59
Efficient Advisors
Ohio
$26.4M -$2.62M -20,480 -9%
GT
60
Greenleaf Trust
Michigan
$24.8M +$608K +4,751 +3%
TCM
61
Traynor Capital Management
Pennsylvania
$24.1M +$21.2M +165,516 +719%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$23.9M +$881K +6,881 +4%
MCM
63
MV Capital Management
Maryland
$23.7M +$979K +7,646 +4%
QIM
64
Quest Investment Management
Oregon
$23M – – –
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$22M +$1.61M +12,578 +8%
VC
66
Vicus Capital
Pennsylvania
$21.4M +$860K +6,714 +4%
MMA
67
Miracle Mile Advisors
California
$21.3M +$1.82M +14,215 +9%
MA
68
MUFG Americas
New York
$20.7M +$944K +7,376 +5%
HF
69
Halpern Financial
Virginia
$20.6M +$827K +6,460 +4%
RFC
70
Regions Financial Corp
Alabama
$20.5M +$1.53M +11,913 +8%
ISWM
71
Independent Solutions Wealth Management
New York
$20.2M +$974K +7,610 +5%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$20.2M +$354K +2,768 +2%
PWAG
73
Polaris Wealth Advisory Group
California
$19.8M -$2.51M -19,165 -11%
ACG
74
Arch Capital Group
Bermuda
$19.8M +$19.8M +154,770 New
MML Investors Services
75
MML Investors Services
Massachusetts
$19.8M +$237K +1,853 +1%
1 2
3
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