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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 %
TWP
301
Total Wealth Planning
Ohio
$1.5M -$5.74K -51 -0.4%
MFW
302
Meristem Family Wealth
Minnesota
$1.48M – – –
ABC
303
Associated Banc-Corp
Wisconsin
$1.47M +$68.7K +611 +5%
WP
304
WealthSource Partners
California
$1.45M +$155K +1,382 +12%
APP
305
Avantax Planning Partners
Iowa
$1.44M -$10.7K -95 -0.7%
PA
306
PSI Advisors
Florida
$1.42M -$152K -1,348 -10%
MFT
307
Moisand Fitzgerald Tamayo
Florida
$1.41M -$6.64K -59 -0.5%
BF
308
Blankinship & Foster
California
$1.37M -$82.3K -732 -6%
TI
309
Trexquant Investment
Connecticut
$1.36M +$1.36M +12,115 New
RIS
310
Retirement Income Solutions
Michigan
$1.36M – – –
CAM
311
Cresset Asset Management
Illinois
$1.36M +$590K +5,245 +77%
LBC
312
Lowe Brockenbrough & Co
Virginia
$1.35M – – –
WFA
313
Wellspring Financial Advisors
Ohio
$1.35M +$3.82K +34 +0.3%
OC
314
Oppenheimer & Co
New York
$1.34M -$256K -2,274 -16%
MWM
315
Mattern Wealth Management
Kansas
$1.33M -$126K -1,120 -9%
AWP
316
Ascent Wealth Partners
New York
$1.33M -$50.5K -449 -4%
EWM
317
Endurance Wealth Management
Rhode Island
$1.3M -$39.9K -355 -3%
CFGS
318
Concourse Financial Group Securities
Alabama
$1.29M +$67.5K +600 +6%
SW
319
SVB Wealth
Massachusetts
$1.29M +$60.5K +538 +5%
BWP
320
Bernardo Wealth Planning
Pennsylvania
$1.29M +$1.46K +13 +0.1%
GPWA
321
Great Point Wealth Advisors
Massachusetts
$1.28M – – –
PPA
322
Parametric Portfolio Associates
Washington
$1.27M -$380K -3,377 -23%
BA
323
Bristlecone Advisors
Washington
$1.26M -$72.7K -647 -5%
SS
324
Sunbelt Securities
Texas
$1.26M +$1.26M +11,169 New
CIR
325
Clear Investment Research
Georgia
$1.25M -$28.2K -251 -2%
11 12
13
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