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iShares S&P 500 Value ETF
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Overview Fund Activity

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$238M
2
Barclays
Barclays
United Kingdom
$45.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$734M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$48.2M
5
CCFM
Clear Creek Financial Management
Washington
$21.6M

Top Sellers

1
LPL Financial
LPL Financial
California
$140M
2
HNB
Huntington National Bank
Ohio
$67.4M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$7.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.27M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
226
Nicolet Bankshares
Wisconsin
$2.94M – – –
PB
227
Pinnacle Bancorp
Nebraska
$2.93M -$72.9K -648 -2%
First Trust Advisors
228
First Trust Advisors
Illinois
$2.86M +$1M +8,907 +54%
MA
229
MYDA Advisors
New York
$2.81M +$2.81M +25,000 New
FMBTD
230
First Midwest Bank Trust Division
Illinois
$2.77M +$2.14M +19,018 +337%
QCM
231
Quest Capital Management
Texas
$2.72M +$3.26K +29 +0.1%
PP
232
Palladium Partners
Virginia
$2.7M +$37.9K +337 +1%
FHC
233
First Heartland Consultants
Missouri
$2.69M -$323K -2,875 -11%
TCM
234
Traynor Capital Management
Pennsylvania
$2.69M -$1.75K -15 -0.1%
BAM
235
Belpointe Asset Management
Nevada
$2.67M +$63.4K +564 +2%
TRCT
236
Tower Research Capital (TRC)
New York
$2.66M -$4.87M -43,293 -65%
TSS
237
Two Sigma Securities
New York
$2.65M -$2.17M -19,292 -45%
ELC
238
Edgar Lomax Company
Virginia
$2.64M +$710K +6,315 +37%
EWM
239
Evercore Wealth Management
New York
$2.62M -$42.3K -376 -2%
MA
240
Mutual Advisors
Nebraska
$2.53M -$169K -1,502 -6%
CAL
241
Capital Analysts LLC
Pennsylvania
$2.49M +$9.56K +85 +0.4%
FNBT
242
FineMark National Bank & Trust
Florida
$2.46M +$145K +1,285 +6%
PFG
243
Pacific Financial Group
Washington
$2.44M +$435K +3,868 +22%
TWM
244
Tolleson Wealth Management
Texas
$2.44M – – –
JWCA
245
J.W. Cole Advisors
Florida
$2.41M +$616K +5,481 +34%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$2.39M +$846K +7,519 +55%
VPIM
247
Vanguard Personalized Indexing Management
California
$2.37M +$2.37M +21,060 New
SCM
248
Stordahl Capital Management
Colorado
$2.36M +$27.1K +241 +1%
SCM
249
SOL Capital Management
Maryland
$2.36M +$57.9K +515 +3%
CWM
250
Cahaba Wealth Management
Georgia
$2.34M -$367K -3,262 -14%
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