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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 %
CPIG
376
Chicago Partners Investment Group
Illinois
$818K +$3.38K +30 +0.4%
SFA
377
Sequoia Financial Advisors
Ohio
$816K – – –
APSP
378
Asset Planning Services (Pennsylvania)
Pennsylvania
$813K -$46.3K -428 -5%
DW
379
Domani Wealth
Pennsylvania
$812K -$130K -1,202 -14%
TNB
380
Thomasville National Bank
Georgia
$809K -$189K -1,744 -19%
Cetera Investment Advisers
381
Cetera Investment Advisers
Illinois
$799K -$26.3K -243 -3%
CCT
382
Country Club Trust
Missouri
$789K -$26.2K -245 -3%
BCA
383
Bay Colony Advisors
Massachusetts
$786K -$559K -5,162 -42%
TIA
384
Tiemann Investment Advisors
California
$786K +$82.2K +760 +12%
BS
385
Banco Santander
Spain
$782K -$7.21M -66,696 -90%
MSA
386
Marino Stram & Associates
Massachusetts
$782K -$94.4K -873 -11%
IWA
387
Independence Wealth Advisors
Virginia
$777K -$5.23M -48,298 -87%
FHA
388
First Horizon Advisors
Tennessee
$772K +$343K +3,166 +80%
SG
389
StoneX Group
New York
$766K +$4.22K +39 +0.6%
KOMWMG
390
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$750K +$43.1K +398 +6%
BJL
391
Brighton Jones LLC
Washington
$748K +$1.73K +16 +0.2%
AIC
392
Ameritas Investment Company
Nebraska
$744K +$150K +1,386 +25%
EWM
393
EPG Wealth Management
Georgia
$741K -$21.6K -200 -3%
CAM
394
Cresset Asset Management
Illinois
$739K -$3.4M -31,446 -82%
TFO
395
Tarbox Family Office
California
$730K +$37.2K +344 +5%
HCC
396
Hirtle Callaghan & Co
Pennsylvania
$727K – – –
PA
397
Pinnacle Associates
New York
$727K +$5.41K +50 +0.7%
BIM
398
Bridges Investment Management
Nebraska
$723K -$173K -1,600 -19%
CWC
399
Carolinas Wealth Consulting
North Carolina
$717K +$4K +37 +0.6%
CDIA
400
Capital Directions Investment Advisors
Georgia
$716K – – –
14 15
16
17 18