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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
$142M
3
AAP
Arax Advisory Partners
Colorado
$24.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$45.4M
5
PP
Paloma Partners
Connecticut
$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.49B
2
Stifel Financial
Stifel Financial
Missouri
$184M
3
Morgan Stanley
Morgan Stanley
New York
$1.12B
4
Osaic Holdings
Osaic Holdings
Arizona
$141M
5
Bank of America
Bank of America
North Carolina
$650M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
276
WMS Partners
Maryland
$1.59M -$31.6K -292 -2%
PPA
277
Parametric Portfolio Associates
Washington
$1.59M +$1.59M +14,701 New
BMCM
278
Bryn Mawr Capital Management
Pennsylvania
$1.58M -$804K -7,426 -34%
TCM
279
Telos Capital Management
California
$1.58M +$9.31K +86 +0.6%
SFS
280
Sowell Financial Services
Arkansas
$1.58M +$1.2M +11,054 +315%
GCM
281
Gables Capital Management
Florida
$1.56M – – –
BFPW
282
BOK Financial Private Wealth
Colorado
$1.56M +$241K +2,228 +18%
HB
283
Homrich & Berg
Georgia
$1.55M +$90.1K +833 +6%
EDRIA
284
Edmonds Duncan Registered Investment Advisors
Kansas
$1.55M -$26.4K -244 -2%
OC
285
Oppenheimer & Co
New York
$1.54M +$46.3K +428 +3%
MIAN
286
Mariner Independent Advisor Network
Kansas
$1.54M -$84.5K -780 -5%
BP
287
BBR Partners
New York
$1.54M -$45.2K -418 -3%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$1.53M -$176K -1,631 -10%
PA
289
PSI Advisors
Florida
$1.52M -$62.1K -574 -4%
IWM
290
IHT Wealth Management
Illinois
$1.51M -$1.02M -9,409 -40%
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$1.48M -$455K -4,202 -23%
Barclays
292
Barclays
United Kingdom
$1.47M +$7.69K +71 +0.5%
AWS
293
AJ Wealth Strategies
New York
$1.47M +$1.47M +13,562 New
MMHP
294
Murphy Middleton Hinkle & Parker
Georgia
$1.46M -$24.2K -224 -2%
TWP
295
Total Wealth Planning
Ohio
$1.45M -$135K -1,248 -9%
MFW
296
Meristem Family Wealth
Minnesota
$1.42M – – –
MWM
297
Mattern Wealth Management
Kansas
$1.4M -$968K -8,946 -41%
BF
298
Blankinship & Foster
California
$1.4M +$354K +3,270 +34%
CGFA
299
Colton Groome Financial Advisors
North Carolina
$1.39M -$7.36K -68 -0.5%
APP
300
Avantax Planning Partners
Iowa
$1.39M -$190K -1,755 -12%
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