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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 %
SCM
301
Smith Capital Management
Arkansas
$1.38M -$413K -3,820 -23%
MFT
302
Moisand Fitzgerald Tamayo
Florida
$1.36M -$49K -453 -3%
ABC
303
Associated Banc-Corp
Wisconsin
$1.35M -$6.93K -64 -0.5%
SAM
304
Silvercrest Asset Management
New York
$1.35M -$501K -4,625 -27%
Jane Street
305
Jane Street
New York
$1.34M -$7.22M -66,686 -84%
RWG
306
Regal Wealth Group
California
$1.34M -$288K -2,656 -18%
AWP
307
Ascent Wealth Partners
New York
$1.33M -$464K -4,289 -26%
DWM
308
Darwin Wealth Management
Florida
$1.31M -$86.6K -801 -6%
RIS
309
Retirement Income Solutions
Michigan
$1.31M +$844K +7,805 +183%
LBC
310
Lowe Brockenbrough & Co
Virginia
$1.3M -$4.87K -45 -0.4%
WFA
311
Wellspring Financial Advisors
Ohio
$1.3M +$2.92K +27 +0.2%
EWM
312
Endurance Wealth Management
Rhode Island
$1.29M +$83K +767 +7%
BA
313
Bristlecone Advisors
Washington
$1.28M +$382K +3,531 +42%
GPWA
314
Great Point Wealth Advisors
Massachusetts
$1.28M – – –
WA
315
Wealth Alliance
New York
$1.28M -$799K -7,386 -38%
TC
316
Telemus Capital
Michigan
$1.25M +$447K +4,112 +56%
WP
317
WealthSource Partners
California
$1.24M -$620K -5,730 -33%
BWP
318
Bernardo Wealth Planning
Pennsylvania
$1.24M -$71.5K -661 -5%
CIR
319
Clear Investment Research
Georgia
$1.23M +$116K +1,074 +10%
Citadel Advisors
320
Citadel Advisors
Florida
$1.23M -$2.77M -25,620 -69%
CWA
321
Clarus Wealth Advisors
Arizona
$1.21M +$269K +2,489 +29%
MAS
322
Managed Account Services
Florida
$1.21M +$9.68K +86 +0.8%
IWC
323
Integrated Wealth Concepts
Massachusetts
$1.2M +$181K +1,673 +18%
SAM
324
Shone Asset Management
California
$1.19M -$97.3K -858 -8%
RBC
325
Roble Belko & Company
Pennsylvania
$1.18M – – –
11 12
13
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