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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 %
FP
801
Financial Perspectives
Minnesota
$56.7K -$241K -1,881 -81%
LWP
802
Lumature Wealth Partners
Georgia
$55K +$55K +428 New
CFO
803
CVA Family Office
Colorado
$54K – – –
AWM
804
Accel Wealth Management
Iowa
$54K +$54K +418 New
MIM
805
Macroview Investment Management
Maryland
$51K +$255 +2 +0.5%
ME
806
McIlrath & Eck
Washington
$50K – – –
SFSIG
807
San Francisco Sentry Investment Group
California
$50K – – –
RWB
808
RMR Wealth Builders
New Jersey
$50K +$50K +389 New
FCM
809
Firestone Capital Management
Florida
$49K – – –
RA
810
Reby Advisors
Connecticut
$48K +$48K +375 New
RWA
811
Ropes Wealth Advisors
Massachusetts
$47K -$234K -1,816 -83%
SBL
812
Sargent Bickham Lagudis
Colorado
$45K +$127 +1 +0.3%
TLFA
813
True Link Financial Advisors
California
$45K +$45K +349 New
WT
814
Washington Trust
Rhode Island
$43K – – –
CPFP
815
Clear Perspectives Financial Planning
Ohio
$43K +$43K +336 New
HWA
816
HHM Wealth Advisors
Tennessee
$41K – – –
BWM
817
Baystate Wealth Management
Massachusetts
$40K +$40K +310 New
MCM
818
McMillion Capital Management
North Carolina
$40K +$40K +315 New
POIA
819
Pin Oak Investment Advisors
Texas
$39K – – –
CCA
820
Column Capital Advisors
Indiana
$37K -$119K -929 -76%
RFA
821
Reilly Financial Advisors
California
$37K – – –
TWA
822
TCI Wealth Advisors
Arizona
$37K – – –
FFW
823
Fusion Family Wealth
New York
$37K – – –
RP
824
Rice Partnership
Hawaii
$37K – – –
AWM
825
Atticus Wealth Management
Florida
$37K +$22.2K +171 +150%
31 32
33
34 35