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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
$1.39B
4
Bank of America
Bank of America
North Carolina
$761M
5
Wells Fargo
Wells Fargo
California
$762M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$77.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.85B
3
AIP
Ameritas Investment Partners
Nebraska
$1.58M
4
CCFM
Clear Creek Financial Management
Washington
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$82.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
176
Keel Point
Alabama
$5.92M -$99.1K -774 -2%
FMW
177
Farr Miller & Washington
District of Columbia
$5.86M +$152K +1,184 +3%
WWM
178
Western Wealth Management
Colorado
$5.81M -$978K -7,636 -14%
RWM
179
RKL Wealth Management
Pennsylvania
$5.76M -$448K -3,501 -7%
GL
180
Graypoint LLC
New York
$5.76M -$1.62M -12,664 -22%
CCC
181
Crescent Capital Consulting
Louisiana
$5.76M +$5.76M +44,998 New
AAS
182
Avantax Advisory Services
Texas
$5.64M -$8.38M -65,423 -60%
LWA
183
LWS Wealth Advisors
New Jersey
$5.59M -$92.2K -720 -2%
EWA
184
Exencial Wealth Advisors
Oklahoma
$5.58M -$377K -2,946 -6%
SWM
185
Soundmark Wealth Management
Washington
$5.58M +$5.58M +43,588 New
BSW
186
Buckingham Strategic Wealth
Missouri
$5.53M +$41.6K +325 +0.8%
JFA
187
Johanson Financial Advisors
California
$5.5M +$110K +858 +2%
PP
188
Prosperity Planning
Missouri
$5.44M +$5.44M +42,470 New
CFG
189
Citizens Financial Group
Rhode Island
$5.43M -$73.4K -573 -1%
SAM
190
Securian Asset Management
Minnesota
$5.42M +$512K +4,000 +10%
LIA
191
LS Investment Advisors
Michigan
$5.36M – – –
LIA
192
LBMC Investment Advisors
Tennessee
$5.32M +$9.35K +73 +0.2%
TS
193
Tamar Securities
California
$5.28M -$155K -1,214 -3%
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$5.24M -$127K -991 -2%
CA
195
Cetera Advisors
Colorado
$5.21M -$127K -990 -2%
FWP
196
FAS Wealth Partners
Kansas
$5.08M +$246K +1,923 +5%
KPWG
197
KFA Private Wealth Group
Virginia
$5.01M +$131K +1,020 +3%
EWA
198
EP Wealth Advisors
California
$4.94M -$415K -3,238 -8%
GPA
199
Guidance Point Advisors
Massachusetts
$4.91M +$362K +2,831 +8%
SNT
200
Security National Trust
West Virginia
$4.9M +$131K +1,021 +3%
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