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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 %
CIA
676
Cascade Investment Advisors
Oregon
$64.9K – – –
CCMIC
677
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$63K +$11.9K +111 +23%
SQA
678
Simon Quick Advisors
New Jersey
$62K -$1.18M -11,025 -95%
TCM
679
TD Capital Management
Tennessee
$62K +$6.38K +59 +11%
RFWA
680
RPg Family Wealth Advisory
Massachusetts
$57.4K – – –
SIAS
681
Shine Investment Advisory Services
Colorado
$57K -$86.2K -800 -60%
FMP
682
Financial Management Professionals
Texas
$52K – – –
ICM
683
Islay Capital Management
Texas
$51K +$51K +474 New
PWP
684
Principle Wealth Partners
Connecticut
$50K +$50K +462 New
POIA
685
Pin Oak Investment Advisors
Texas
$49K – – –
SWM
686
Sugarloaf Wealth Management
Georgia
$48K +$217 +2 +0.5%
CFO
687
CVA Family Office
Colorado
$46K – – –
LWM
688
Liberty Wealth Management
California
$45K -$2.18K -20 -5%
SFSIG
689
San Francisco Sentry Investment Group
California
$42K – – –
ME
690
McIlrath & Eck
Washington
$42K – – –
FCM
691
Firestone Capital Management
Florida
$42K – – –
PAI
692
Pittenger & Anderson Inc
Nebraska
$41K – – –
MIM
693
Macroview Investment Management
Maryland
$41K +$1.72K +16 +4%
RWB
694
RMR Wealth Builders
New Jersey
$41K +$41K +381 New
BFIM
695
Beese Fulmer Investment Management
Ohio
$40K +$40K +371 New
SBL
696
Sargent Bickham Lagudis
Colorado
$38K +$108 +1 +0.3%
BEI
697
Benjamin Edwards Inc
Missouri
$36K -$1.05M -9,674 -97%
WT
698
Washington Trust
Rhode Island
$36K – – –
HWA
699
HHM Wealth Advisors
Tennessee
$35K – – –
GI
700
Gradient Investments
Minnesota
$35K +$4K +37 +13%
26 27
28
29 30