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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 %
MG
376
Mather Group
Illinois
$881K -$78.9K -702 -8%
EK
377
Evensky & Katz
Florida
$880K -$4.16K -37 -0.5%
OPS
378
Orion Portfolio Solutions
Nebraska
$875K +$23.6K +210 +3%
HA
379
Harborview Advisors
Maine
$866K -$95.7K -851 -10%
CPSC
380
Carl P. Sherr & Co
Massachusetts
$865K -$6.41K -57 -0.7%
CPIG
381
Chicago Partners Investment Group
Illinois
$860K +$27.7K +242 +3%
CC
382
Cadinha & Co
Hawaii
$849K -$6.75K -60 -0.8%
IWA
383
Independence Wealth Advisors
Virginia
$846K +$38.7K +344 +5%
APSP
384
Asset Planning Services (Pennsylvania)
Pennsylvania
$837K -$7.53K -67 -0.9%
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$833K +$3.15K +28 +0.4%
BCA
386
Bay Colony Advisors
Massachusetts
$822K +$5.85K +52 +0.7%
BJL
387
Brighton Jones LLC
Washington
$817K +$39.1K +348 +5%
BS
388
Banco Santander
Spain
$813K – – –
TIA
389
Tiemann Investment Advisors
California
$805K -$11.5K -102 -1%
FHA
390
First Horizon Advisors
Tennessee
$798K -$3.48K -31 -0.4%
MSA
391
Marino Stram & Associates
Massachusetts
$793K -$19.8K -176 -2%
KOMWMG
392
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$781K +$1.35K +12 +0.2%
HCC
393
Hirtle Callaghan & Co
Pennsylvania
$761K – – –
TNB
394
Thomasville National Bank
Georgia
$758K -$82.1K -731 -10%
TFO
395
Tarbox Family Office
California
$758K – – –
AIM
396
Alhambra Investment Management
Florida
$756K +$756K +6,726 New
PA
397
Pinnacle Associates
New York
$751K -$4.27K -38 -0.6%
CWC
398
Carolinas Wealth Consulting
North Carolina
$751K +$5.29K +47 +0.7%
NFG
399
Nations Financial Group
Iowa
$750K -$140K -1,243 -16%
BIM
400
Bridges Investment Management
Nebraska
$750K – – –
14 15
16
17 18