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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 %
MWM
251
Mattern Wealth Management
Kansas
$2.11M -$172K -1,789 -8%
TWM
252
Tolleson Wealth Management
Texas
$2.09M – – –
SCM
253
SOL Capital Management
Maryland
$2.05M -$3.37K -35 -0.2%
First Trust Advisors
254
First Trust Advisors
Illinois
$2.02M -$190K -1,977 -9%
PW
255
Peninsula Wealth
California
$1.96M +$1.96M +20,315 New
SCM
256
Stordahl Capital Management
Colorado
$1.93M -$103K -1,110 -5%
RVPG
257
Relative Value Partners Group
$1.92M +$36.4K +378 +2%
EPA
258
Element Pointe Advisors
Florida
$1.9M – – –
CP
259
Coho Partners
Pennsylvania
$1.88M +$1.88M +19,500 New
SCG
260
Sonata Capital Group
Washington
$1.87M -$118K -1,223 -6%
WA
261
Wealth Alliance
New York
$1.85M -$609K -6,322 -25%
BCM
262
BTC Capital Management
Iowa
$1.83M – – –
PA
263
Procyon Advisors
Connecticut
$1.81M +$97.7K +1,015 +6%
SHA
264
Seneca House Advisors
Virginia
$1.79M +$87.3K +907 +5%
DSA
265
Davis Selected Advisers
Arizona
$1.75M -$3.83M -39,778 -69%
WQ
266
Wealth Quarterback
New Jersey
$1.73M +$751K +7,872 +76%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$1.72M +$238K +2,478 +16%
WANY
268
Wealthspire Advisors (New York)
New York
$1.72M +$1.72M +17,892 New
PFG
269
Pacific Financial Group
Washington
$1.72M -$1.48M -15,398 -46%
GT
270
Glenview Trust
Kentucky
$1.68M -$4.81K -50 -0.3%
IP
271
Investment Partners
Ohio
$1.67M +$343K +3,563 +26%
WB
272
WesBanco Bank
West Virginia
$1.66M +$159K +1,651 +11%
WP
273
WealthSource Partners
California
$1.66M -$2.85M -29,634 -63%
ELC
274
Edgar Lomax Company
Virginia
$1.66M – – –
SAM
275
Silvercrest Asset Management
New York
$1.64M -$19.3K -200 -1%
9 10
11
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