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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
$142M
3
AAP
Arax Advisory Partners
Colorado
$24.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$45.4M
5
PP
Paloma Partners
Connecticut
$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.49B
2
Stifel Financial
Stifel Financial
Missouri
$184M
3
Morgan Stanley
Morgan Stanley
New York
$1.12B
4
Osaic Holdings
Osaic Holdings
Arizona
$141M
5
Bank of America
Bank of America
North Carolina
$650M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
626
TrueWealth LLC
Georgia
$194K – – –
RG
627
Retirement Group
California
$191K +$191K +1,765 New
HCA
628
Heck Capital Advisors
Wisconsin
$188K +$188K +1,735 New
ADL
629
Asset Dedication LLC
California
$184K – – –
WOC
630
West Oak Capital
California
$183K -$2.16K -20 -1%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$182K -$27.5M -254,365 -99%
CF
632
Centaurus Financial
California
$181K -$67.1K -619 -27%
TFGT
633
TS Financial Group (TSFG)
Illinois
$179K – – –
SBSB
634
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K +$178K +1,650 New
MMG
635
Monetary Management Group
Missouri
$162K +$38.7K +358 +31%
BAMG
636
Brand Asset Management Group
Missouri
$161K – – –
EW
637
Element Wealth
Mississippi
$161K – – –
CFG
638
Capstone Financial Group
Oklahoma
$160K +$12.4K +115 +8%
LF
639
Lee Financial
Texas
$158K +$108K +1,002 +219%
BCA
640
Berman Capital Advisors
Georgia
$153K +$44.8K +414 +41%
SIS
641
SVB Investment Services
Utah
$149K +$106K +980 +249%
HFA
642
Hoover Financial Advisors
Pennsylvania
$142K +$142K +1,314 New
JWA
643
JFS Wealth Advisors
Pennsylvania
$134K -$49.1K -452 -27%
HR
644
Howe & Rusling
New York
$127K – – –
Lazard Asset Management
645
Lazard Asset Management
New York
$124K -$124K -1,150 -50%
KPW
646
Kore Private Wealth
New York
$123K – – –
LGWM
647
Litman Gregory Wealth Management
California
$122K – – –
WCG
648
Weaver Consulting Group
California
$121K – – –
WP
649
WealthShield Partners
North Carolina
$120K -$154K -1,424 -56%
CAL
650
Capital Advisors Ltd
Ohio
$115K -$147K -1,356 -56%
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