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iShares S&P 500 Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.66B
2
M&T Bank
M&T Bank
New York
+$108M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.4M
4
Morgan Stanley
Morgan Stanley
New York
+$54.2M
5
HC
HNP Capital
New York
+$32.8M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$557M
2
Wells Fargo
Wells Fargo
California
-$95.3M
3
Stifel Financial
Stifel Financial
Missouri
-$92M
4
HNB
Huntington National Bank
Ohio
-$65.6M
5
Bank of America
Bank of America
North Carolina
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
226
Pinnacle Bancorp
Nebraska
$2.64M -$154K -1,603 -6%
PFA
227
Pinnacle Family Advisors
Missouri
$2.61M -$1.21M -12,534 -32%
SWP
228
Stratos Wealth Partners
Ohio
$2.59M +$111K +1,153 +4%
BRWA
229
B. Riley Wealth Advisors
Florida
$2.57M +$588K +6,105 +30%
QCM
230
Quest Capital Management
Texas
$2.52M -$175K -1,821 -6%
NB
231
Nicolet Bankshares
Wisconsin
$2.52M – – –
SS
232
Simplicity Solutions
Minnesota
$2.51M -$2.5M -26,019 -50%
CAL
233
Capital Analysts LLC
Pennsylvania
$2.49M -$1.17M -12,107 -32%
NSB
234
Norway Savings Bank
Maine
$2.49M +$102K +1,057 +4%
MA
235
Mutual Advisors
Nebraska
$2.39M -$4.76M -49,491 -67%
SEIA
236
Signature Estate & Investment Advisors
California
$2.39M -$373K -3,875 -13%
Brown Advisory
237
Brown Advisory
Maryland
$2.37M -$277K -2,880 -10%
BCM
238
Brookstone Capital Management
Illinois
$2.36M -$671K -6,977 -22%
CB
239
Commerce Bank
Missouri
$2.33M +$16K +166 +0.7%
PP
240
Palladium Partners
Virginia
$2.31M -$345K -3,586 -13%
FNBT
241
FineMark National Bank & Trust
Florida
$2.26M -$148K -1,539 -6%
IWM
242
IHT Wealth Management
Illinois
$2.25M -$845K -8,779 -27%
DWT
243
Dorsey & Whitney Trust
South Dakota
$2.23M +$2.23M +23,212 New
BAM
244
Belpointe Asset Management
Nevada
$2.22M -$740K -7,690 -25%
EWM
245
Evercore Wealth Management
New York
$2.22M -$6.26K -65 -0.3%
IA
246
IFP Advisors
Florida
$2.2M -$1.05M -10,723 -32%
TCM
247
Traynor Capital Management
Pennsylvania
$2.19M -$7.18M -74,625 -77%
ASW
248
Astoria Strategic Wealth
Texas
$2.16M -$3.76M -39,078 -64%
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$2.12M +$288K +2,995 +16%
HSBC Holdings
250
HSBC Holdings
United Kingdom
$2.12M -$3.77M -38,825 -64%
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