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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
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 Holding Trade Value Shares
Change 		Shares
Change %
EPP
151
ETF Portfolio Partners
Kansas
$7.45M +$189K +1,477 +3%
AMG
152
Asset Management Group
Connecticut
$7.36M +$16.3K +127 +0.2%
SG Americas Securities
153
SG Americas Securities
New York
$7.23M – – –
SEI Investments
154
SEI Investments
Pennsylvania
$7.08M -$142K -1,111 -2%
FBA
155
Front Barnett Associates
Illinois
$6.93M -$5.12K -40 -0.1%
PWP
156
Personal Wealth Partners
Minnesota
$6.76M -$544K -4,247 -7%
CA
157
Centerpoint Advisors
Massachusetts
$6.65M -$94.9K -741 -1%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.61M +$129K +1,010 +2%
GIA
159
Gladstone Institutional Advisory
Florida
$6.55M -$125K -979 -2%
BWA
160
BDO Wealth Advisors
Florida
$6.54M +$573K +4,472 +10%
CWM
161
Calamos Wealth Management
Illinois
$6.44M – – –
BPA
162
Beacon Pointe Advisors
California
$6.41M +$285K +2,228 +5%
OAM
163
Occidental Asset Management
California
$6.37M +$684K +5,344 +12%
PAIM
164
Punch & Associates Investment Management
Minnesota
$6.33M -$122K -952 -2%
FAN
165
Financial Advisors Network
California
$6.29M -$44.9K -351 -0.7%
CAN
166
Cetera Advisor Networks
California
$6.26M +$444K +3,465 +8%
SI
167
Stephens Inc
Arkansas
$6.19M -$2.13M -16,640 -26%
FMI
168
Fiduciary Management Inc
Wisconsin
$6.05M +$6.05M +47,231 New
SHIM
169
Stone House Investment Management
Pennsylvania
$6.02M +$150K +1,169 +3%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$6M -$807K -6,300 -12%
BCWM
171
Bartlett & Co Wealth Management
Ohio
$5.98M -$935K -7,301 -14%
BC
172
Bartlett & Co
Ohio
$5.98M -$935K -7,301 -14%
FMBTD
173
First Midwest Bank Trust Division
Illinois
$5.97M +$2.81M +21,930 +89%
CWM
174
Cranbrook Wealth Management
Michigan
$5.94M -$72.2K -564 -1%
GWAM
175
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.94M +$5.94M +46,379 New
5 6
7
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