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iShares S&P 500 Value ETF
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Overview Fund Activity

758 hedge funds and large institutions have $11.1B invested in iShares S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 225 increasing their positions, 304 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
15.58%
Holding in Top 10
55
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.38%
% of All Funds
1.13%
New
75
Increased
225
Reduced
304
Closed
68
Calls
$5.95M
Puts
$1.2M
Net Calls
+$4.75M
Net Calls Change
-$1.02M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$58.7M
2
Ameriprise
Ameriprise
Minnesota
+$26.3M
3
AAP
Arax Advisory Partners
Colorado
+$23.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$21.7M
5
PP
Paloma Partners
Connecticut
+$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$128M
2
Stifel Financial
Stifel Financial
Missouri
-$85.4M
3
Morgan Stanley
Morgan Stanley
New York
-$73.5M
4
Osaic Holdings
Osaic Holdings
Arizona
-$55.5M
5
Bank of America
Bank of America
North Carolina
-$55.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Procyon Advisors
Connecticut
$1.96M -$75.1K -694 -4%
IP
252
Investment Partners
Ohio
$1.94M +$59.2K +547 +3%
WB
253
WesBanco Bank
West Virginia
$1.92M +$50.2K +464 +3%
SCG
254
Sonata Capital Group
Washington
$1.91M -$195K -1,804 -9%
LNC
255
Lincoln National Corp
Pennsylvania
$1.89M +$485K +4,482 +35%
AWM
256
AE Wealth Management
Kansas
$1.88M -$1.32M -12,159 -41%
ELC
257
Edgar Lomax Company
Virginia
$1.86M – – –
SPIA
258
Steward Partners Investment Advisory
New York
$1.8M +$215K +1,984 +14%
First Trust Advisors
259
First Trust Advisors
Illinois
$1.79M -$480K -4,435 -21%
AllianceBernstein
260
AllianceBernstein
Tennessee
$1.78M +$171K +1,583 +11%
IA
261
IFP Advisors
Florida
$1.73M -$677K -6,327 -28%
JWCA
262
J.W. Cole Advisors
Florida
$1.72M +$1.72M +15,906 New
EIP
263
Ellis Investment Partners
Pennsylvania
$1.72M -$48.1K -445 -3%
FFN
264
Focus Financial Network
Minnesota
$1.72M +$18.8K +174 +1%
PFG
265
Pacific Financial Group
Washington
$1.72M – – –
BCM
266
Brookstone Capital Management
Illinois
$1.71M -$937K -8,662 -35%
HSA
267
HBK Sorce Advisory
Pennsylvania
$1.7M +$977K +9,027 +136%
GLLW
268
Graves Light Lenhart Wealth
Virginia
$1.68M -$2.6K -24 -0.2%
AA
269
Ancora Advisors
Ohio
$1.65M -$18.6K -172 -1%
AP
270
Arlington Partners
Alabama
$1.63M -$1.45M -13,390 -47%
GI
271
GAMCO Investors
Connecticut
$1.62M – – –
FEG
272
Financial Enhancement Group
Indiana
$1.62M +$1.62M +14,961 New
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$1.6M -$1.55M -14,350 -49%
SS
274
Simplicity Solutions
Minnesota
$1.6M -$1.23M -11,380 -44%
BBVA
275
Banco Bilbao Vizcaya Argentaria
Spain
$1.59M +$765K +7,070 +92%
9 10
11
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