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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 %
AWA
501
ARQ Wealth Advisors
Arizona
$390K – – –
FIB
502
First Interstate Bank
Montana
$387K +$62.6K +579 +19%
RIA
503
Regal Investment Advisors
Michigan
$386K +$386K +3,566 New
APA
504
American Portfolios Advisors
New York
$384K -$65.8K -608 -15%
TFA
505
TPG Financial Advisors
Oregon
$383K -$238K -2,198 -38%
KLI
506
Kelman-Lazarov Inc
Tennessee
$379K +$379K +3,500 New
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$373K +$4.66K +43 +1%
GRP
508
Global Retirement Partners
California
$370K -$138K -1,273 -27%
RC
509
RegentAtlantic Capital
New Jersey
$369K – – –
GFP
510
Gryphon Financial Partners
Ohio
$366K – – –
CCMD
511
Cypress Capital Management (Delaware)
Delaware
$366K – – –
LJAC
512
L.J. Altfest & Co
New York
$364K -$58.1K -537 -14%
CIC
513
Carnegie Investment Counsel
Ohio
$358K +$56.7K +525 +19%
RG
514
Rikoon Group
New Mexico
$357K +$2.71K +25 +0.8%
AP
515
Appleton Partners
Massachusetts
$356K -$2.7K -25 -0.8%
DBRC
516
D.B. Root & Company
Pennsylvania
$355K +$2.27K +21 +0.6%
AIS
517
American Investment Services
Massachusetts
$353K +$21.1K +195 +6%
SSB
518
Sandy Spring Bank
Maryland
$351K -$62.5K -578 -15%
SMFS
519
Squar Milner Financial Services
California
$349K -$758 -7 -0.2%
CAI
520
Capital Advisors Inc
Oklahoma
$348K – – –
TW
521
Towerpoint Wealth
California
$339K – – –
WA
522
WBH Advisory
Maryland
$333K +$24K +222 +8%
SFWC
523
Strategic Family Wealth Counselors
New Jersey
$333K +$52.4K +484 +19%
JGIA
524
Jackson Grant Investment Advisers
Connecticut
$331K +$1.84K +17 +0.6%
CA
525
Claro Advisors
Massachusetts
$331K +$23.7K +219 +8%
19 20
21
22 23