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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.

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
1
Allstate Corporation
Illinois
$110M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.39B
4
Bank of America
4
Bank of America
North Carolina
$761M
5
Wells Fargo
5
Wells Fargo
California
$762M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$77.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.85B
3
AIP
3
Ameritas Investment Partners
Nebraska
$1.58M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
76
Lutz Financial Services
Nebraska
$19M 148,598 -1,822 -1%
SPC
77
Sigma Planning Corp
Michigan
$18.7M 146,154 -12,727 -8%
FLA
78
Financial Life Advisors
Texas
$18.7M 145,813 +2,898 +2%
BAM
79
Brave Asset Management
New Jersey
$18.5M 144,577 +95,999 +198%
RVPG
80
Relative Value Partners Group
$18.1M 141,128 +4,684 +3%
UB
81
UMB Bank
Missouri
$17.4M 136,097 -34,630 -20%
AA
82
Alesco Advisors
New York
$17.4M 135,985 -6,187 -4%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$17.2M 134,245 +10,462 +8%
SMC
84
Smith, Moore & Co
Missouri
$17M 132,536 -3,337 -2%
BF
85
BOK Financial
Oklahoma
$16.9M 132,192 -2,691 -2%
SPIA
86
Strategic Point Investment Advisors
Rhode Island
$16.8M 132,123 +486 +0.4%
PSUF
87
People's United Financial
Connecticut
$16.4M 128,434 +14,352 +13%
RIG
88
RiverFront Investment Group
Virginia
$16.3M 127,283 +127,283 New
NSIM
89
North Star Investment Management
Illinois
$16.2M 126,544 +2,566 +2%
MWM
90
Modera Wealth Management
New Jersey
$16M 125,354 +123,549 +6,845%
MFM
91
Mirsky Financial Management
New York
$15.7M 122,289 -1,512 -1%
CG
92
Colony Group
Massachusetts
$15.6M 121,990 +64,585 +113%
WIA
93
World Investment Advisors
California
$15.6M 116,642 +114,561 +5,505%
TW
94
Transform Wealth
Colorado
$15.4M 119,917 -11,594 -9%
EWA
95
Encompass Wealth Advisors
Oregon
$15.2M 119,017 +119,017 New
GIA
96
GHP Investment Advisors
Colorado
$15.1M 117,953 -345 -0.3%
CFA
97
Cahill Financial Advisors
Minnesota
$15M 117,256 +22,972 +24%
PIA
98
Powell Investment Advisors
Florida
$14.7M 115,050 +1,851 +2%
KAS
99
Kestra Advisory Services
Texas
$14.6M 115,304 +7,121 +7%
A
100
AdvicePeriod
California
$14.4M 112,538 +16,481 +17%
2 3
4
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