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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 %
CAGAS
876
Capital Advisory Group Advisory Services
Minnesota
$4K – – –
CIAS
877
CBIZ Investment Advisory Services
Ohio
$3K -$2K – –
SFC
878
SYM Financial Corp
Indiana
$3K – – –
BW
879
Bison Wealth
Georgia
$3K – – –
BWL
880
Bogart Wealth LLC
Virginia
$3K – – –
TCWA
881
Ten Capital Wealth Advisors
Washington
$3K +$3K +24 New
HI
882
Hudock Inc
Pennsylvania
$3K +$3K +28 New
AssetMark Inc
883
AssetMark Inc
California
$1K -$9K -81 -90%
SA
884
SRH Advisors
Kansas
$1K – – –
NL
885
NVWM LLC
Pennsylvania
$1K – – –
SIS
886
Sound Income Strategies
Florida
$1K – – –
ICM
887
Islay Capital Management
Texas
$1K – – –
NDSI
888
Newman Dignan & Sheerar Inc
Rhode Island
$498 – – –
CCFM
889
Clear Creek Financial Management
Washington
– -$21.6M -192,114 Closed
MA
890
MYDA Advisors
New York
– -$2.81M -25,000 Closed
OMC
891
Old Mission Capital
Illinois
– -$1.7M -15,156 Closed
TI
892
Trexquant Investment
Connecticut
– -$1.36M -12,115 Closed
AWM
893
Aevitas Wealth Management
Massachusetts
– -$586K -5,213 Closed
BC
894
Brio Consultants
California
– -$553K -4,921 Closed
SYBT
895
Stock Yards Bank & Trust
Kentucky
– -$345K -3,067 Closed
WI
896
Wintrust Investments
Illinois
– -$329K -2,925 Closed
DBRC
897
D.B. Root & Company
Pennsylvania
– -$313K -2,787 Closed
Wolverine Trading
898
Wolverine Trading
Illinois
– -$310K -2,779 Closed
CMO
899
Covenant Multifamily Offices
Texas
– -$300K -2,664 Closed
Simplex Trading
900
Simplex Trading
Illinois
– -$285K -2,538 Closed
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