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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 %
SFG
526
Sowa Financial Group
Rhode Island
$329K -$7.36K -68 -2%
MSAM
527
Moloney Securities Asset Management
Missouri
$328K – – –
UIA
528
UBP Investment Advisors
Switzerland
$325K – – –
EWF
529
Epstein & White Financial
California
$323K -$386K -3,622 -54%
WTB
530
Washington Trust Bank
Washington
$322K -$28.6K -265 -8%
ZF
531
Zhang Financial
Michigan
$321K -$103K -923 -24%
BFA
532
Beaumont Financial Advisors
Massachusetts
$320K +$3.79K +35 +1%
WPC
533
White Pine Capital
Minnesota
$319K -$75.4K -696 -19%
PCMC
534
Private Capital Management (Colorado)
Colorado
$319K +$974 +9 +0.3%
RMA
535
Roffman Miller Associates
Pennsylvania
$317K +$317K +2,931 New
WI
536
Wintrust Investments
Illinois
$316K -$213K -1,973 -40%
RHBC
537
R.H. Bluestein & Co
Michigan
$316K – – –
MOS
538
MGO One Seven
Ohio
$314K -$36.6K -338 -10%
SWM
539
SeaCrest Wealth Management
New York
$314K -$7.24K -67 -2%
BFM
540
Boston Financial Management
Massachusetts
$310K – – –
PCG
541
Private Capital Group
Connecticut
$307K +$4K +37 +1%
EAM
542
Evanson Asset Management
California
$306K -$135K -1,249 -31%
WF
543
Welch & Forbes
Massachusetts
$304K – – –
SWM
544
Stockman Wealth Management
Montana
$303K – – –
Verition Fund Management
545
Verition Fund Management
Connecticut
$303K +$303K +2,801 New
CA
546
Crewe Advisors
Utah
$301K – – –
AB
547
Atlas Brown
Kentucky
$299K +$108 +1 +0%
BWP
548
Baldwin Wealth Partners
Massachusetts
$298K -$2.06K -19 -0.7%
SDAM
549
Shulman DeMeo Asset Management
New York
$297K +$4.22K +39 +1%
PWA
550
Peterson Wealth Advisors
Utah
$297K +$10.5K +97 +4%
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