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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 %
FCFC
726
First Citizens Financial Corp
Iowa
$213K +$213K +1,661 New
TFGT
727
TS Financial Group (TSFG)
Illinois
$212K +$128 +1 +0.1%
RCA
728
Rex Capital Advisors
Rhode Island
$212K +$212K +1,655 New
HIP
729
HUB Investment Partners
Texas
$212K +$212K +1,886 New
SBSB
730
Sullivan, Bruyette, Speros & Blaney
Virginia
$211K -$10.6K -83 -5%
ACM
731
Armbruster Capital Management
New York
$211K +$211K +1,650 New
WA1
732
Wimmer Associates 1
California
$211K +$211K +1,650 New
GWM
733
Greenhouse Wealth Management
Connecticut
$209K +$209K +1,632 New
AP
734
Appleton Partners
Massachusetts
$208K -$214K -1,667 -51%
W
735
WealthStone
Ohio
$208K +$208K +1,622 New
SWM
736
SVA Wealth Management
Wisconsin
$206K +$206K +1,605 New
CTFG
737
Capstone Triton Financial Group
Oklahoma
$206K +$206K +1,606 New
MWPCG
738
Measured Wealth Private Client Group
New Hampshire
$206K +$206K +1,608 New
GEA
739
Glen Eagle Advisors
New Jersey
$206K +$7.17K +56 +4%
HCIA
740
Hochman Cole Investment Advisors
Illinois
$205K -$29.9K -234 -13%
BFM
741
Boothbay Fund Management
New York
$205K +$205K +1,600 New
DY
742
Dowling & Yahnke
California
$205K +$205K +1,603 New
CFAM
743
Center For Asset Management
Florida
$203K +$203K +1,586 New
HA
744
Hamel Associates
New Jersey
$202K -$84K -655 -29%
HWM
745
HighMark Wealth Management
Minnesota
$202K +$202K +1,579 New
FNC
746
First National Corp
Massachusetts
$202K +$202K +1,580 New
TWM
747
Tradition Wealth Management
Minnesota
$197K +$197K +1,535 New
RG
748
Retirement Group
California
$193K -$29.3K -229 -13%
MMG
749
Monetary Management Group
Missouri
$192K – – –
BAMG
750
Brand Asset Management Group
Missouri
$191K – – –
28 29
30
31 32