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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
WJA
3
Willis Johnson & Associates
Texas
$79.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.39B
5
Bank of America
5
Bank of America
North Carolina
$761M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.85B
2
AIP
2
Ameritas Investment Partners
Nebraska
$1.58M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$82.5M
5
UBS Group
5
UBS Group
Switzerland
$369M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.85B 22,259,972 -420,233 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.39B 10,879,752 +453,661 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$839M 6,551,998 +20,293 +0.3%
Wells Fargo
4
Wells Fargo
California
$762M 5,948,533 +236,213 +4%
Bank of America
5
Bank of America
North Carolina
$761M 5,947,014 +258,966 +5%
Goldman Sachs
6
Goldman Sachs
New York
$380M 2,969,018 +73,805 +3%
UBS Group
7
UBS Group
Switzerland
$369M 2,885,757 -108,134 -4%
Stifel Financial
8
Stifel Financial
Missouri
$270M 2,106,510 -8,879 -0.4%
LPL Financial
9
LPL Financial
California
$187M 1,461,448 +215,603 +17%
Ameriprise
10
Ameriprise
Minnesota
$184M 1,440,306 +49,002 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$174M 1,360,395 +14,790 +1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$172M 1,340,623 -30,045 -2%
BlackRock
13
BlackRock
New York
$152M 1,187,490 -24,489 -2%
M&T Bank
14
M&T Bank
New York
$142M 1,110,201 +22,658 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$137M 1,073,482 -43,634 -4%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$134M 1,044,591 -50,869 -5%
US Bancorp
17
US Bancorp
Minnesota
$125M 978,810 -10,850 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$114M 887,424 +119,884 +16%
AC
19
Allstate Corporation
Illinois
$110M 860,000 +860,000 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.7M 762,928 +762,928 New
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.1M 719,250 -1,168 -0.2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848 – –
Betterment LLC
23
Betterment LLC
New York
$83.2M 649,692 -26,480 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$82.6M 645,315 +90,928 +16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$82.5M 644,781 -132,900 -17%
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