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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 %
EWM
401
EPG Wealth Management
Georgia
$748K -$21.8K -194 -3%
AIC
402
Ameritas Investment Company
Nebraska
$744K – – –
CDIA
403
Capital Directions Investment Advisors
Georgia
$744K – – –
SIA
404
Soltis Investment Advisors
Utah
$742K +$117K +1,037 +19%
TIM
405
Total Investment Management
Arizona
$738K +$738K +6,686 New
SDWMA
406
Schneider Downs Wealth Management Advisors
Pennsylvania
$736K – – –
IWA
407
Inspirion Wealth Advisors
Illinois
$729K +$729K +6,480 New
SFPG
408
Stonebridge Financial Planning Group
Florida
$728K -$39K -334 -5%
IIC
409
Integrated Investment Consultants
Michigan
$728K +$1.8K +16 +0.2%
FCI
410
Financial Counselors Inc
Kansas
$727K +$102K +908 +16%
SG
411
StoneX Group
New York
$719K -$78K -693 -10%
FCFC
412
First Commonwealth Financial Corp
Pennsylvania
$718K -$3.6K -32 -0.5%
GG
413
Gofen & Glossberg
Illinois
$709K – – –
GT
414
Glenmede Trust
Pennsylvania
$708K – – –
CWM
415
Confluence Wealth Management
Oregon
$708K +$56.6K +475 +9%
FMTC
416
Farmers & Merchants Trust Company
California
$707K – – –
KA
417
Kovack Advisors
Florida
$699K -$3.6K -32 -0.5%
MMHP
418
Murphy Middleton Hinkle & Parker
Georgia
$697K -$818K -7,270 -54%
SAM
419
Summit Asset Management
Tennessee
$686K +$29.6K +263 +5%
WWM
420
Windsor Wealth Management
Indiana
$683K – – –
DAS
421
Dynamic Advisor Solutions
Arizona
$664K +$788 +7 +0.1%
EW
422
Evoke Wealth
California
$660K – – –
HSA
423
HBK Sorce Advisory
Pennsylvania
$659K -$1.1M -9,807 -63%
SBH
424
Segall Bryant & Hamill
Illinois
$658K – – –
TIM
425
Thompson Investment Management
Wisconsin
$658K +$14.3K +127 +2%
15 16
17
18 19