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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 %
LWA
776
Lenox Wealth Advisors
New York
$110K – – –
SAS
777
Stelac Advisory Services
New York
$110K +$110K +858 New
CHA
778
Carmichael Hill & Associates
Maryland
$107K – – –
BA
779
Ballast Advisors
Minnesota
$106K +$7.7K +60 +8%
LC
780
Lindbrook Capital
California
$101K -$20.4K -159 -17%
MAWCM
781
Mine & Arao Wealth Creation & Management
California
$97K +$639 +5 +0.7%
EW
782
Element Wealth
Mississippi
$95K -$6.41K -50 -6%
GWS
783
Glassman Wealth Services
Virginia
$90K – – –
LB
784
Legacy Bridge
Iowa
$83K – – –
PAI
785
Pittenger & Anderson Inc
Nebraska
$80K +$32K +250 +67%
TF
786
Tompkins Financial
New York
$79K -$32.2K -252 -29%
BSSFA
787
Baron Silver Stevens Financial Advisors
Florida
$79K +$79K +623 New
CAAS
788
Capital Asset Advisory Services
Michigan
$78K – – –
RDFA
789
Ritter Daniher Financial Advisory
Ohio
$77K +$77K +600 New
CIA
790
Cascade Investment Advisors
Oregon
$76.8K – – –
CWA
791
Clearview Wealth Advisors
Oregon
$75K +$75K +586 New
KC
792
Knuff & Co
California
$68K – – –
RFWA
793
RPg Family Wealth Advisory
Massachusetts
$67.9K – – –
TAM
794
Tucker Asset Management
Colorado
$67.7K +$67.7K +529 New
TCM
795
TD Capital Management
Tennessee
$67K +$384 +3 +0.6%
JFA
796
JNBA Financial Advisors
Minnesota
$66K +$29.4K +230 +80%
RIM
797
Rockbridge Investment Management
New York
$64K +$43.6K +340 +214%
BBHBI
798
B, B, H, & B Inc
Alabama
$62K +$62K +486 New
OIA
799
Optimum Investment Advisors
Illinois
$58K -$25.8K -200 -31%
AIC
800
Archer Investment Corporation
Indiana
$56.7K +$28.7K +224 +102%
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