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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 %
CFA
576
Carroll Financial Associates
North Carolina
$258K -$97.6K -905 -27%
CWM
577
Chesapeake Wealth Management
Virginia
$258K +$3.25K +30 +1%
WSFS
578
Wilmington Savings Fund Society
Delaware
$257K – – –
HIIFS
579
Harel Insurance Investments & Financial Services
Israel
$256K – – –
DC
580
Davenport & Co
Virginia
$255K – – –
WCF
581
West Coast Financial
California
$255K – – –
HHRDM
582
H&H Retirement Design & Management
Nevada
$254K -$127K -1,177 -33%
HIA
583
Harbor Investment Advisory
Maryland
$254K -$105K -972 -29%
CAM
584
Close Asset Management
United Kingdom
$254K – – –
MAFM
585
Mid Atlantic Financial Management
Pennsylvania
$252K -$1,000K -9,238 -80%
FP
586
Financial Perspectives
Minnesota
$250K +$1.41K +13 +0.6%
RSWM
587
Robertson Stephens Wealth Management
California
$249K +$249K +2,302 New
SFWA
588
Summit Financial Wealth Advisors
Louisiana
$248K +$248K +2,284 New
WIA
589
World Investment Advisors
California
$243K -$1.48M -12,647 -86%
HCM
590
Hutchinson Capital Management
California
$243K – – –
FPGK
591
Financial Partners Group (Kansas)
Kansas
$242K -$30.9K -285 -11%
WJWM
592
Williams Jones Wealth Management
New York
$241K +$241K +2,227 New
Franklin Resources
593
Franklin Resources
California
$240K +$240K +2,112 New
LWM
594
Lenox Wealth Management
Ohio
$239K -$51K -472 -18%
TFCP
595
Twin Focus Capital Partners
Massachusetts
$237K -$187K -1,721 -44%
FDS
596
Freedom Day Solutions
Texas
$237K +$5.62K +52 +2%
CCM
597
Colorado Capital Management
Colorado
$235K -$6.14K -57 -3%
BB
598
Busey Bank
Illinois
$234K – – –
KM
599
Kalos Management
Georgia
$231K -$21.9K -198 -9%
SPL
600
Smart Portfolios LLC
Washington
$231K +$231K +2,010 New
22 23
24
25 26