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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
+$46.7M
2
Barclays
Barclays
United Kingdom
+$43.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$25M
5
CCFM
Clear Creek Financial Management
Washington
+$21.6M

Top Sellers

1
LPL Financial
LPL Financial
California
-$107M
2
HNB
Huntington National Bank
Ohio
-$60.8M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$53.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$43.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
351
Cerity Partners
New York
$1.06M +$2.47K +22 +0.2%
BCWM
352
Blue Chip Wealth Management
Florida
$1.06M -$14.4K -128 -1%
CIAS
353
Capital Investment Advisory Services
North Carolina
$1.05M +$70.8K +630 +7%
TFA
354
Tobias Financial Advisors
Florida
$1.04M -$187K -1,667 -15%
NA
355
NewEdge Advisors
Louisiana
$1.04M -$69.4K -617 -6%
9WM
356
9258 Wealth Management
Ohio
$1.03M +$663 +6 +0.1%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$1.03M -$22.5K -200 -2%
YWP
358
YorkBridge Wealth Partners
New York
$1.03M – – –
ATPW
359
Ashton Thomas Private Wealth
Arizona
$1.03M -$15.3K -136 -1%
GT
360
Glenview Trust
Kentucky
$1.01M +$43.8K +389 +5%
CWM
361
Connecticut Wealth Management
Connecticut
$1.01M -$7.87K -70 -0.8%
PBO
362
Peoples Bank (Ohio)
Ohio
$1M -$45K -400 -4%
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M -$54.3K -483 -5%
RJT
364
Raymond James Trust
Florida
$994K – – –
CL
365
Choreo LLC
Illinois
$982K -$17.3K -154 -2%
PA
366
PFG Advisors
Arizona
$973K -$142K -1,234 -13%
BWM
367
BigSur Wealth Management
Florida
$956K +$337K +3,000 +55%
OWA
368
Outlook Wealth Advisors
Texas
$950K -$64K -569 -6%
SFA
369
Sequoia Financial Advisors
Ohio
$930K +$82.1K +730 +10%
SC
370
Scotia Capital
Ontario, Canada
$924K +$924K +8,217 New
DSA
371
Davis Selected Advisers
Arizona
$917K +$917K +8,156 New
LFG
372
LifePlan Financial Group
Ohio
$916K – – –
ACM
373
Azimuth Capital Management
Michigan
$913K +$9.55K +85 +1%
DW
374
Domani Wealth
Pennsylvania
$905K +$61.7K +549 +7%
DPI
375
Diversified Portfolios Inc
Michigan
$899K -$1.91K -17 -0.2%
13 14
15
16 17