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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 %
COF
451
Capital One Financial
Virginia
$540K -$46.8K -416 -8%
SCA
452
Snowden Capital Advisors
New York
$540K +$11.2K +100 +2%
VFA
453
Valeo Financial Advisors
Indiana
$535K -$11.3K -100 -2%
DI
454
Disciplined Investments
Oklahoma
$531K +$112 +1 +0%
BS
455
Boenning & Scattergood
Pennsylvania
$525K -$61.5K -547 -10%
APW
456
Aurora Private Wealth
New Jersey
$521K -$131K -1,160 -20%
AF
457
Allworth Financial
California
$520K +$37.9K +337 +8%
ZF
458
Zhang Financial
Michigan
$510K +$179K +1,561 +54%
AW
459
ACG Wealth
Georgia
$509K -$55.1K -490 -10%
PWM
460
Perigon Wealth Management
California
$508K -$169K -1,500 -25%
ZCA
461
Zeke Capital Advisors
Pennsylvania
$507K – – –
LW
462
Linscomb Wealth
Texas
$493K -$23.8K -212 -5%
CCM
463
Coldstream Capital Management
Washington
$493K +$8.21K +73 +2%
SCI
464
S&CO Inc
Massachusetts
$489K – – –
WCM
465
WealthBridge Capital Management
Ohio
$489K +$185K +1,646 +61%
OPA
466
Old Port Advisors
Maine
$487K -$5.29K -47 -1%
LTI
467
Laffer Tengler Investments
Tennessee
$486K – – –
DADC
468
D.A. Davidson & Co
Montana
$484K -$50.2K -447 -9%
WANY
469
Wealthspire Advisors (New York)
New York
$479K +$11K +98 +2%
FHA
470
Flagship Harbor Advisors
Massachusetts
$476K +$1.46K +13 +0.3%
FC
471
Ferris Capital
Massachusetts
$472K +$6.75K +60 +1%
BCP
472
Blue Chip Partners
Michigan
$469K +$58.8K +523 +14%
CS
473
Capital Square
Tennessee
$467K – – –
MBT
474
Montecito Bank & Trust
California
$463K – – –
Jane Street
475
Jane Street
New York
$460K -$935K -8,310 -67%
17 18
19
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