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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 %
KL
101
KWMG LLC
Kansas
$14.3M 111,536 -45,328 -29%
BPCE
102
Bank Pictet & Cie (Europe)
Germany
$13.9M 108,920 – –
FMC
103
First Merchants Corp
Indiana
$13.9M 108,819 -1,561 -1%
CCM
104
Condor Capital Management
New Jersey
$13.8M 107,679 -3,139 -3%
BZWA
105
Blue Zone Wealth Advisors
California
$13.8M 107,432 -10,089 -9%
DSA
106
Droms Strauss Advisors
Missouri
$13.4M 104,947 +13 +0%
V
107
Veritable
Delaware
$13.4M 104,424 +429 +0.4%
B
108
Barings
North Carolina
$13.1M 102,626 +102,626 New
NCM
109
Narwhal Capital Management
Georgia
$12.8M 100,160 -1,204 -1%
Comerica Bank
110
Comerica Bank
Texas
$12.8M 98,091 -3,192 -3%
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$12.6M 98,420 +2,511 +3%
BS
112
Banco Santander
Spain
$12.5M 97,414 +90,184 +1,247%
PL
113
Polianta Ltd
Jersey
$12.4M 97,200 +97,200 New
PAG
114
Private Advisor Group
New Jersey
$11.7M 91,684 +4,083 +5%
MAM
115
MMA Asset Management
Pennsylvania
$11.7M 91,276 +91,276 New
SAG
116
Spotlight Asset Group
Illinois
$11.6M 90,458 +2,691 +3%
FAIM
117
Financial Advocates Investment Management
Washington
$11.5M 89,951 +754 +0.8%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$11.4M 88,870 +2,409 +3%
Citigroup
119
Citigroup
New York
$11.3M 88,297 +1,587 +2%
OIA
120
OneDigital Investment Advisors
Kansas
$11.1M 86,708 -75 -0.1%
AIA
121
Arcadia Investment Advisors
Idaho
$11.1M 86,572 +20,824 +32%
Creative Planning
122
Creative Planning
Kansas
$10.8M 84,028 +1,315 +2%
LNWWM
123
Laird Norton Wetherby Wealth Management
California
$10M 78,386 – –
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$9.89M 77,278 +69,866 +943%
CS
125
Comerica Securities
Michigan
$9.89M 77,253 +1,297 +2%
3 4
5
6 7