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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 %
WWM
826
Wagner Wealth Management
South Carolina
$36K +$36K +281 New
First Manhattan
827
First Manhattan
New York
$35K – – –
PP
828
PrairieView Partners
Minnesota
$35K – – –
PCA
829
Peddock Capital Advisors
Massachusetts
$34K +$34K +263 New
MA
830
MCF Advisors
Kentucky
$33K -$1.26K -10 -4%
CPWM
831
Cypress Point Wealth Management
Texas
$33K +$33K +258 New
GI
832
Gradient Investments
Minnesota
$31K – – –
IWMA
833
Ironwood Wealth Management (Arizona)
Arizona
$31K – – –
SL
834
Savior LLC
Massachusetts
$29K – – –
WFA
835
WestHill Financial Advisors
California
$28K +$28K +222 New
SIAG
836
Safeguard Investment Advisory Group
California
$28K +$28K +226 New
FWM
837
Focused Wealth Management
New York
$27K – – –
IBOK
838
Independence Bank of Kentucky
Kentucky
$27K – – –
DSC
839
Duncker Streett & Co
Missouri
$26K -$92.4K -711 -78%
SMA
840
Sage Mountain Advisors
Georgia
$26K +$26K +200 New
HWA
841
HCR Wealth Advisors
California
$25K +$21K +166 +519%
ICP
842
Interchange Capital Partners
Pennsylvania
$25K +$25K +198 New
GA
843
GoalVest Advisory
New York
$24K +$24K +184 New
LDFR
844
Lehman & Derafelo Financial Resources
Pennsylvania
$23K – – –
OC
845
Oakworth Capital
Alabama
$22K – – –
SSC
846
Syverson Strege & Co
Iowa
$22K +$22K +175 New
JPLA
847
Joseph P. Lucia & Associates
New York
$22K +$22K +175 New
HS
848
Horan Securities
United States
$21K +$18K +139 +604%
FFC
849
First Financial Corp
Indiana
$18K -$25.5K -198 -59%
VNA
850
Valley National Advisers
Pennsylvania
$16K – – –
32 33
34
35 36