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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 %
TI
276
Trexquant Investment
Connecticut
$1.64M +$1.34M +13,964 +456%
SCM
277
Smith Capital Management
Arkansas
$1.59M -$24.2K -251 -1%
AWP
278
Ascent Wealth Partners
New York
$1.59M +$224K +2,326 +16%
IFWM
279
Institute for Wealth Management
Colorado
$1.58M +$36.3K +377 +2%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$1.52M +$187K +1,940 +14%
FFN
281
Focus Financial Network
Minnesota
$1.51M +$11.6K +121 +0.8%
EIP
282
Ellis Investment Partners
Pennsylvania
$1.5M +$118K +1,284 +9%
GLLW
283
Graves Light Lenhart Wealth
Virginia
$1.49M -$80.4K -835 -5%
AA
284
Ancora Advisors
Ohio
$1.48M +$1.32M +13,668 +788%
RWG
285
Regal Wealth Group
California
$1.45M -$318K -3,306 -18%
GI
286
GAMCO Investors
Connecticut
$1.44M – – –
WP
287
WMS Partners
Maryland
$1.44M – – –
AllianceBernstein
288
AllianceBernstein
Tennessee
$1.43M -$333K -3,459 -19%
TSS
289
Two Sigma Securities
New York
$1.42M -$323K -3,361 -19%
WIA
290
World Investment Advisors
California
$1.42M -$503K -5,222 -26%
SPIA
291
Steward Partners Investment Advisory
New York
$1.41M -$26K -270 -2%
OR
292
Olympiad Research
Connecticut
$1.41M +$728K +7,562 +107%
APP
293
Avantax Planning Partners
Iowa
$1.41M -$178K -1,849 -11%
TWP
294
Total Wealth Planning
Ohio
$1.41M +$429K +4,463 +44%
BP
295
BBR Partners
New York
$1.41M -$59.7K -620 -4%
PA
296
PSI Advisors
Florida
$1.4M -$111K -1,155 -7%
EDRIA
297
Edmonds Duncan Registered Investment Advisors
Kansas
$1.4M -$7.53M -78,262 -84%
MIAN
298
Mariner Independent Advisor Network
Kansas
$1.39M +$318K +3,416 +30%
TCM
299
Telos Capital Management
California
$1.39M -$1.06K -11 -0.1%
GCM
300
Gables Capital Management
Florida
$1.39M -$74.6K -775 -5%
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