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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 %
AllianceBernstein
276
AllianceBernstein
Tennessee
$1.77M -$76.7K -682 -4%
EIP
277
Ellis Investment Partners
Pennsylvania
$1.77M -$21.9K -195 -1%
AP
278
Arlington Partners
Alabama
$1.75M +$49.2K +438 +3%
AA
279
Ancora Advisors
Ohio
$1.71M – – –
OMC
280
Old Mission Capital
Illinois
$1.7M +$1.4M +12,434 +457%
FFN
281
Focus Financial Network
Minnesota
$1.7M -$86.4K -768 -5%
SS
282
Simplicity Solutions
Minnesota
$1.69M +$32K +285 +2%
GI
283
GAMCO Investors
Connecticut
$1.69M – – –
CWA
284
Clarus Wealth Advisors
Arizona
$1.67M +$394K +3,470 +31%
BBVA
285
Banco Bilbao Vizcaya Argentaria
Spain
$1.66M – – –
WP
286
WMS Partners
Maryland
$1.65M – – –
CB
287
Commerce Bank
Missouri
$1.65M -$1.4M -12,469 -46%
AI
288
Atria Investments
North Carolina
$1.63M -$1.44M -12,835 -47%
GCM
289
Gables Capital Management
Florida
$1.62M – – –
CCT
290
Country Club Trust
Missouri
$1.61M +$782K +6,955 +94%
EDRIA
291
Edmonds Duncan Registered Investment Advisors
Kansas
$1.6M -$10.6K -94 -0.7%
SFS
292
Sowell Financial Services
Arkansas
$1.59M -$43.6K -388 -3%
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$1.58M -$6.41K -57 -0.4%
RWG
294
Regal Wealth Group
California
$1.56M +$168K +1,498 +12%
MIAN
295
Mariner Independent Advisor Network
Kansas
$1.54M -$53.2K -473 -3%
IWM
296
IHT Wealth Management
Illinois
$1.54M -$26.1K -232 -2%
AWS
297
AJ Wealth Strategies
New York
$1.54M +$10.9K +97 +0.7%
SCM
298
Smith Capital Management
Arkansas
$1.51M +$79.3K +705 +6%
LNC
299
Lincoln National Corp
Pennsylvania
$1.51M -$458K -4,075 -23%
BMCM
300
Bryn Mawr Capital Management
Pennsylvania
$1.5M -$144K -1,285 -9%
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