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iShares S&P 500 Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.33B
2
M&T Bank
2
M&T Bank
New York
$108M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$590M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.06B
5
HC
5
HNP Capital
New York
$32.8M

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$4.18M
2
Wells Fargo
2
Wells Fargo
California
$576M
3
Stifel Financial
3
Stifel Financial
Missouri
$240M
4
HNB
4
Huntington National Bank
Ohio
$51.6M
5
Bank of America
5
Bank of America
North Carolina
$627M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$49.6M 515,587 -45,100 -8%
RJA
27
Raymond James & Associates
Florida
$49M 509,588 -156,056 -23%
SL
28
Salomon & Ludwin
Virginia
$42.9M 445,955 +20,607 +5%
FHB
29
First Hawaiian Bank
Hawaii
$38.5M 399,730 +2,060 +0.5%
ANB
30
Amarillo National Bank
Texas
$37.9M 394,027 +9,442 +2%
EH
31
Equitable Holdings
New York
$37.2M 386,850 -421 -0.1%
Mariner
32
Mariner
Kansas
$36.8M 380,703 -96,501 -20%
SWPG
33
Strategic Wealth Partners Group
Illinois
$35.7M 370,968 +329,679 +798%
KeyBank National Association
34
KeyBank National Association
Ohio
$35.5M 368,486 -33,366 -8%
UCFA
35
United Capital Financial Advisors
Texas
$33.5M 362,943 +2,832 +0.8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$33.4M 347,077 -5,738 -2%
CC
37
Courier Capital
New York
$32.8M 324,224 +18,944 +6%
HC
38
HNP Capital
New York
$32.8M 324,224 +324,224 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$31.4M 326,589 +62,233 +24%
LI
40
LVZ Inc
Michigan
$31.4M 326,427 +949 +0.3%
PFM
41
Phillips Financial Management
Indiana
$29.1M 316,059 -24,748 -7%
HighTower Advisors
42
HighTower Advisors
Illinois
$28.1M 291,776 +62,472 +27%
MCM
43
MAI Capital Management
Ohio
$27.6M 286,291 +4,758 +2%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$24.6M 256,051 -40,028 -14%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$24.4M 253,906 -51,571 -17%
LIA
46
LS Investment Advisors
Michigan
$23.8M 247,190 +247,190 New
EA
47
Efficient Advisors
Ohio
$23.4M 243,076 -11,695 -5%
1IA
48
1834 Investment Advisors
Wisconsin
$21.1M 219,633 -1,845 -0.8%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$21.1M 218,873 +140,138 +178%
AIP
50
Ameritas Investment Partners
Nebraska
$20.9M 217,619 +27,230 +14%
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