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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 %
SFPG
401
Stonebridge Financial Planning Group
Florida
$714K -$5.97K -55 -0.8%
JIC
402
Johnson Investment Counsel
Ohio
$710K -$116K -1,072 -14%
SDWMA
403
Schneider Downs Wealth Management Advisors
Pennsylvania
$708K +$76.7K +709 +12%
IIC
404
Integrated Investment Consultants
Michigan
$699K +$3.46K +32 +0.5%
SLWS
405
Swaine & Leidel Wealth Services
Florida
$695K +$974 +9 +0.1%
FCFC
406
First Commonwealth Financial Corp
Pennsylvania
$695K +$695K +6,419 New
SMG
407
Smart Money Group
Texas
$688K -$36.1K -334 -5%
GG
408
Gofen & Glossberg
Illinois
$682K – – –
GT
409
Glenmede Trust
Pennsylvania
$681K -$32.9K -304 -5%
NEPWA
410
New England Private Wealth Advisors
Massachusetts
$681K +$5.32K +49 +0.8%
FMTC
411
Farmers & Merchants Trust Company
California
$680K – – –
LWAC
412
Laurel Wealth Advisors (California)
California
$677K -$134K -1,242 -17%
KA
413
Kovack Advisors
Florida
$676K -$350K -3,231 -34%
PWPS
414
Pinnacle Wealth Planning Services
Ohio
$674K +$674K +6,225 New
BFO
415
Boston Family Office
Massachusetts
$671K – – –
IWS
416
Insight Wealth Strategies
California
$662K -$98.8K -913 -13%
PWM
417
Perigon Wealth Management
California
$651K -$89.3K -825 -12%
WWM
418
Windsor Wealth Management
Indiana
$645K +$120K +1,105 +23%
DAS
419
Dynamic Advisor Solutions
Arizona
$638K -$58.9K -544 -8%
EW
420
Evoke Wealth
California
$635K -$186K -1,720 -23%
SBH
421
Segall Bryant & Hamill
Illinois
$633K – – –
SAM
422
Summit Asset Management
Tennessee
$632K -$12.2K -113 -2%
APW
423
Aurora Private Wealth
New Jersey
$626K -$604K -5,584 -49%
CB
424
Community Bank
New York
$626K +$41.7K +386 +7%
TIM
425
Thompson Investment Management
Wisconsin
$620K +$2.81K +26 +0.5%
15 16
17
18 19