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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 %
IAIM
426
International Assets Investment Management
Florida
$618K – – –
FMBTD
427
First Midwest Bank Trust Division
Illinois
$610K -$8.58M -79,382 -93%
CAC
428
Certified Advisory Corp
Florida
$606K -$16.2K -150 -3%
FCI
429
Financial Counselors Inc
Kansas
$602K +$5.41K +50 +0.9%
SIA
430
Soltis Investment Advisors
Utah
$602K +$235K +2,172 +64%
AWM
431
Aevitas Wealth Management
Massachusetts
$602K +$240K +2,219 +66%
FNBTCON
432
First National Bank & Trust Co of Newtown
Pennsylvania
$600K – – –
VC
433
Veracity Capital
Georgia
$598K +$170K +1,573 +40%
BWM
434
BigSur Wealth Management
Florida
$595K – – –
CWM
435
Confluence Wealth Management
Oregon
$592K -$18.1K -167 -3%
CPA
436
Capital Planning Advisors
California
$592K – – –
WLIM
437
White Lighthouse Investment Management
Massachusetts
$590K +$9.74K +90 +2%
NAM
438
NorthCoast Asset Management
Connecticut
$590K +$590K +5,450 New
TTWM
439
TCV Trust & Wealth Management
Virginia
$582K -$52.6K -487 -8%
MFG
440
Magnus Financial Group
New York
$582K -$13.4K -124 -2%
MWM
441
Mission Wealth Management
California
$577K +$55.4K +512 +11%
LWANC
442
Laurel Wealth Advisors (North Carolina)
North Carolina
$575K -$32.1K -296 -5%
PAMG
443
Patton Albertson Miller Group
Tennessee
$573K -$12.7K -117 -2%
KP
444
Keel Point
Alabama
$572K -$459K -4,241 -45%
BS
445
Boenning & Scattergood
Pennsylvania
$565K +$5.74K +53 +1%
COF
446
Capital One Financial
Virginia
$564K +$226K +2,090 +67%
WT
447
Whittier Trust
California
$549K -$11.2K -104 -2%
FAAM
448
First Ascent Asset Management
Colorado
$546K -$242K -2,241 -31%
Deutsche Bank
449
Deutsche Bank
Germany
$542K -$584K -5,394 -52%
AW
450
ACG Wealth
Georgia
$542K -$34.2K -316 -6%
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