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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 %
SWMP
201
Signature Wealth Management Partners
New Jersey
$4.88M +$4.88M +38,091 New
Citadel Advisors
202
Citadel Advisors
Florida
$4.85M -$955K -7,460 -16%
ST
203
Smithfield Trust
Pennsylvania
$4.78M -$290K -2,264 -6%
UAS
204
United Asset Strategies
New York
$4.76M -$79K -617 -2%
BOTW
205
Bank of the West
California
$4.75M -$147K -1,151 -3%
NFG
206
Next Financial Group
Texas
$4.73M -$1.37M -10,725 -22%
AWM
207
Avior Wealth Management
Nebraska
$4.64M -$58.7K -459 -1%
IWMWV
208
Ironwood Wealth Management (West Virginia)
West Virginia
$4.61M +$4.61M +36,001 New
AF
209
Advisornet Financial
Minnesota
$4.6M -$1.28M -10,026 -22%
WA
210
Wealth Alliance
New York
$4.59M +$681K +5,320 +17%
PFP
211
Pinnacle Financial Partners
Tennessee
$4.59M +$137K +1,091 +3%
WAS
212
Wealth Advisory Solutions
Indiana
$4.59M +$4.59M +35,838 New
HWA
213
Hilltop Wealth Advisors
North Carolina
$4.53M +$89K +695 +2%
GFG
214
Greystone Financial Group
Michigan
$4.51M +$4.51M +33,890 New
FMWA
215
Forvis Mazars Wealth Advisors
Missouri
$4.5M -$6.56M -51,242 -59%
PFA
216
Pathway Financial Advisors
Vermont
$4.48M – – –
TIM
217
Tortoise Investment Management
New York
$4.42M -$410K -3,200 -8%
TCM
218
Telos Capital Management
California
$4.22M -$33.7K -263 -0.8%
B
219
Bailard
California
$4.2M +$204K +1,590 +5%
CA
220
Clearstead Advisors
Ohio
$4.2M -$742K -5,797 -15%
ASW
221
Astoria Strategic Wealth
Texas
$4.14M +$157K +1,226 +4%
SIA
222
Stegner Investment Associates
Kentucky
$4.13M -$22.3K -174 -0.5%
NNP
223
Nachman Norwood & Parrott
South Carolina
$4.12M +$84.2K +658 +2%
JHCP
224
Jackson Hole Capital Partners
Oklahoma
$4.08M +$1.47M +11,516 +57%
HCM
225
Hudson Capital Management
New Jersey
$4.04M +$207K +1,631 +5%
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