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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 %
JHCP
251
Jackson Hole Capital Partners
Oklahoma
$2.29M +$28.7K +255 +1%
WB
252
WesBanco Bank
West Virginia
$2.26M +$272K +2,415 +14%
LB
253
Leo Brokerage
Texas
$2.23M +$2.23M +20,603 New
EPA
254
Element Pointe Advisors
Florida
$2.22M – – –
DWT
255
Dorsey & Whitney Trust
South Dakota
$2.21M – – –
BCM
256
Brookstone Capital Management
Illinois
$2.21M +$426K +3,793 +24%
SHA
257
Seneca House Advisors
Virginia
$2.18M +$49K +436 +2%
BOS
258
Bingham Osborn & Scarborough
California
$2.17M +$1.22M +10,878 +129%
BCM
259
BTC Capital Management
Iowa
$2.14M – – –
WQ
260
Wealth Quarterback
New Jersey
$2.14M – – –
PA
261
Procyon Advisors
Connecticut
$2.12M +$88.7K +789 +4%
FCBT
262
First Citizens Bank & Trust
North Carolina
$2.08M -$7.2M -64,021 -78%
CS
263
Credit Suisse
Switzerland
$2.08M -$69.8K -621 -3%
SPIA
264
Steward Partners Investment Advisory
New York
$2.06M +$188K +1,673 +10%
IP
265
Investment Partners
Ohio
$2.03M +$13.8K +123 +0.7%
AWM
266
AE Wealth Management
Kansas
$2.02M +$71.4K +635 +4%
CAG
267
Csenge Advisory Group
Florida
$1.94M -$2.95M -26,021 -60%
IA
268
IFP Advisors
Florida
$1.93M +$114K +1,014 +6%
GLLW
269
Graves Light Lenhart Wealth
Virginia
$1.91M +$172K +1,526 +10%
5L
270
55I LLC
Massachusetts
$1.87M -$2.1M -18,700 -53%
SCG
271
Sonata Capital Group
Washington
$1.86M -$131K -1,161 -7%
NSB
272
Norway Savings Bank
Maine
$1.85M -$1.14M -10,140 -38%
Two Sigma Advisers
273
Two Sigma Advisers
New York
$1.82M +$1.82M +16,175 New
TC
274
Telemus Capital
Michigan
$1.79M +$450K +3,856 +34%
HB
275
Homrich & Berg
Georgia
$1.77M +$161K +1,432 +10%
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