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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 %
LS
476
Leelyn Smith
Illinois
$457K – – –
LSPW
477
Lake Street Private Wealth
Illinois
$453K +$9.72K +90 +2%
WANY
478
Wealthspire Advisors (New York)
New York
$450K -$1.49M -13,732 -77%
CS
479
Capital Square
Tennessee
$449K – – –
FC
480
Ferris Capital
Massachusetts
$448K – – –
SFPM
481
Sensible Financial Planning & Management
Massachusetts
$447K – – –
MBT
482
Montecito Bank & Trust
California
$445K – – –
HPWM
483
Highland Private Wealth Management
Washington
$445K +$65K +600 +17%
PWA
484
Physician Wealth Advisors
Utah
$442K +$27.8K +239 +7%
CPO
485
Cerity Partners OCIO
New York
$440K +$1.41K +13 +0.3%
NDSI
486
Newman Dignan & Sheerar Inc
Rhode Island
$437K – – –
SBWM
487
Sunflower Bank Wealth Management
Arizona
$427K – – –
OFG
488
Oxford Financial Group
Indiana
$416K – – –
MPCG
489
Matrix Private Capital Group
New York
$414K – – –
BBHC
490
Brown Brothers Harriman & Co
New York
$414K +$148K +1,367 +56%
PMAM
491
Picton Mahoney Asset Management
Ontario, Canada
$412K -$119K -1,100 -22%
SSW
492
Smith Shellnut Wilson
Mississippi
$412K – – –
BC
493
Brio Consultants
California
$412K +$412K +3,812 New
PL
494
Plancorp LLC
Missouri
$408K -$34.4K -318 -8%
CTC
495
Central Trust Company
Missouri
$405K – – –
TFS
496
TrustCore Financial Services
Tennessee
$402K +$84.9K +785 +27%
SXL
497
Summit X LLC
Missouri
$400K -$13K -120 -3%
WEC
498
Winslow Evans & Crocker
Massachusetts
$400K +$14K +129 +4%
BCP
499
Blue Chip Partners
Michigan
$395K -$168K -1,554 -30%
AC
500
Alexandria Capital
Virginia
$393K -$105K -974 -21%
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