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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 %
KBFS
326
Kohmann Bosshard Financial Services
Ohio
$1.18M +$28.8K +266 +2%
TFA
327
Tobias Financial Advisors
Florida
$1.18M -$72.9K -674 -6%
SW
328
SVB Wealth
Massachusetts
$1.18M +$1.14M +10,564 +3,172%
CFGS
329
Concourse Financial Group Securities
Alabama
$1.18M +$164K +1,513 +16%
IWAG
330
Integer Wealth Advisors Group
Georgia
$1.17M – – –
EIA
331
Eldridge Investment Advisors
New Hampshire
$1.16M -$109K -1,011 -9%
PIMG
332
Patriot Investment Management Group
Tennessee
$1.13M – – –
HW
333
Hancock Whitney
Mississippi
$1.13M -$9.19K -85 -0.8%
AFAS
334
Acorn Financial Advisory Services
Virginia
$1.1M +$77.7K +717 +8%
GVAG
335
Great Valley Advisor Group
Delaware
$1.1M +$4.66K +43 +0.4%
BAM
336
Baldrige Asset Management
Pennsylvania
$1.1M +$24.6K +227 +2%
ANTB
337
AMG National Trust Bank
Colorado
$1.09M +$1.09M +10,102 New
I
338
IberiaBank
Louisiana
$1.09M -$388K -3,586 -26%
FAT
339
First American Trust
California
$1.09M +$680K +6,283 +165%
BP
340
Ballentine Partners
Massachusetts
$1.08M -$28.6K -264 -3%
NA
341
NewEdge Advisors
Louisiana
$1.06M -$208K -1,924 -16%
TFF
342
The Family Firm
Maryland
$1.06M +$12.9K +119 +1%
PA
343
PFG Advisors
Arizona
$1.05M -$18.1K -167 -2%
BCWM
344
Blue Chip Wealth Management
Florida
$1.03M -$13.6K -126 -1%
DCM
345
Dimension Capital Management
Florida
$1.03M – – –
ECM
346
ETrade Capital Management
Virginia
$1.03M +$12.2K +113 +1%
Cerity Partners
347
Cerity Partners
New York
$1.02M -$219K -2,029 -18%
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02M -$176K -1,628 -15%
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$1.02M +$26.6K +246 +3%
9WM
350
9258 Wealth Management
Ohio
$1.01M +$200K +1,848 +25%
12 13
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