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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 %
PBO
351
Peoples Bank (Ohio)
Ohio
$1.01M +$93.6K +865 +10%
ATPW
352
Ashton Thomas Private Wealth
Arizona
$1.01M -$267K -2,466 -21%
YWP
353
YorkBridge Wealth Partners
New York
$992K -$9.52K -88 -1%
OWA
354
Outlook Wealth Advisors
Texas
$976K -$38.3K -354 -4%
CWM
355
Connecticut Wealth Management
Connecticut
$975K -$268K -2,476 -22%
PCS
356
Personal CFO Solutions
New Jersey
$967K -$199K -1,837 -17%
CL
357
Choreo LLC
Illinois
$962K -$17.2K -159 -2%
RJT
358
Raymond James Trust
Florida
$957K -$74.1K -684 -7%
CIAS
359
Capital Investment Advisory Services
North Carolina
$941K +$2.27K +21 +0.2%
HR
360
Hayden Royal
North Carolina
$932K -$25.1K -232 -3%
GT
361
Glenview Trust
Kentucky
$926K -$965K -8,913 -51%
HA
362
Harborview Advisors
Maine
$926K +$21K +194 +2%
MG
363
Mather Group
Illinois
$924K -$85.7K -792 -8%
BOS
364
Bingham Osborn & Scarborough
California
$911K +$154K +1,422 +20%
LFG
365
LifePlan Financial Group
Ohio
$882K -$17.4K -161 -2%
ACM
366
Azimuth Capital Management
Michigan
$870K -$215K -1,985 -20%
DPI
367
Diversified Portfolios Inc
Michigan
$867K -$12.8K -118 -1%
EC
368
Estate Counselors
Wisconsin
$865K -$11M -101,900 -93%
William Blair & Company
369
William Blair & Company
Illinois
$862K -$528K -4,878 -38%
SF
370
Synovus Financial
Georgia
$859K -$3.97M -36,887 -82%
NFG
371
Nations Financial Group
Iowa
$856K +$325 +3 +0%
EK
372
Evensky & Katz
Florida
$851K +$8.23K +76 +1%
CPSC
373
Carl P. Sherr & Co
Massachusetts
$838K -$243K -2,244 -22%
CC
374
Cadinha & Co
Hawaii
$823K – – –
OPS
375
Orion Portfolio Solutions
Nebraska
$819K +$127K +1,176 +18%
13 14
15
16 17