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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 %
SIC
451
Sigma Investment Counselors
Michigan
$536K +$309K +2,855 +136%
WIC
452
Whitegate Investment Counselors
New Hampshire
$530K -$109K -1,007 -17%
CCP
453
Corient Capital Partners
California
$530K -$33.4K -309 -6%
PA
454
Prism Advisors
California
$527K – – –
CCM
455
Cribstone Capital Management
Maine
$525K -$291K -2,692 -36%
VFA
456
Valeo Financial Advisors
Indiana
$525K – – –
DADC
457
D.A. Davidson & Co
Montana
$514K -$233K -2,150 -31%
DI
458
Disciplined Investments
Oklahoma
$511K +$9.31K +86 +2%
SCA
459
Snowden Capital Advisors
New York
$509K – – –
JF
460
JSF Financial
California
$500K -$59K -545 -11%
LW
461
Linscomb Wealth
Texas
$498K -$51.5K -476 -9%
LFG
462
Larson Financial Group
Missouri
$489K -$58.7K -543 -11%
ZCA
463
Zeke Capital Advisors
Pennsylvania
$488K – – –
PFBT
464
Parkside Financial Bank & Trust
Missouri
$488K +$6.39K +59 +1%
HIS
465
Harvest Investment Services
Illinois
$476K -$604K -5,585 -56%
VFA
466
Voya Financial Advisors
Connecticut
$475K -$3.62M -33,881 -88%
OPA
467
Old Port Advisors
Maine
$474K -$5.96K -55 -1%
SCI
468
S&CO Inc
Massachusetts
$471K – – –
LTI
469
Laffer Tengler Investments
Tennessee
$468K +$468K +4,326 New
CCM
470
Coldstream Capital Management
Washington
$467K – – –
MLICM
471
Metropolitan Life Insurance Company (MetLife)
New York
$465K -$184K -1,700 -28%
AF
472
Allworth Financial
California
$464K -$2.73M -25,258 -85%
NL
473
NWAM LLC
Washington
$460K -$159K -1,465 -26%
FHA
474
Flagship Harbor Advisors
Massachusetts
$457K -$47.1K -436 -9%
NAM
475
NTV Asset Management
West Virginia
$457K -$18.9K -175 -4%
17 18
19
20 21