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iShares S&P 500 Value ETF
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Overview Fund Activity

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$238M
2
Barclays
Barclays
United Kingdom
$45.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$734M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$48.2M
5
CCFM
Clear Creek Financial Management
Washington
$21.6M

Top Sellers

1
LPL Financial
LPL Financial
California
$140M
2
HNB
Huntington National Bank
Ohio
$67.4M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$7.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.27M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
676
Legacy Bridge
Iowa
$73K – – –
AWA
677
Arkadios Wealth Advisors
Georgia
$70.5K – – –
CAAS
678
Capital Asset Advisory Services
Michigan
$68K – – –
CIA
679
Choate Investment Advisors
Massachusetts
$68K +$68K +602 New
CIA
680
Cascade Investment Advisors
Oregon
$67.5K – – –
CCMIC
681
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$66K – – –
SQA
682
Simon Quick Advisors
New Jersey
$65K +$336 +3 +0.5%
CHAM
683
Clear Harbor Asset Management
Connecticut
$64.3K +$64.3K +572 New
KC
684
Knuff & Co
California
$60K +$60K +530 New
RFWA
685
RPg Family Wealth Advisory
Massachusetts
$59.6K – – –
TCM
686
TD Capital Management
Tennessee
$59K -$5.89K -52 -9%
SIAS
687
Shine Investment Advisory Services
Colorado
$59K – – –
SWM
688
Sugarloaf Wealth Management
Georgia
$59K +$9.61K +86 +19%
CA
689
Crewe Advisors
Utah
$56K -$256K -2,282 -82%
PFS
690
Prospera Financial Services
Texas
$55K +$55K +492 New
CFO
691
CVA Family Office
Colorado
$48K – – –
MIM
692
Macroview Investment Management
Maryland
$45K +$1.81K +16 +4%
SFSIG
693
San Francisco Sentry Investment Group
California
$44K – – –
ME
694
McIlrath & Eck
Washington
$44K – – –
FCM
695
Firestone Capital Management
Florida
$43K – – –
PAI
696
Pittenger & Anderson Inc
Nebraska
$42K – – –
SBL
697
Sargent Bickham Lagudis
Colorado
$40K +$114 +1 +0.3%
NC
698
NewSquare Capital
Pennsylvania
$39K +$39K +344 New
CFB
699
Cullen/Frost Bankers
Texas
$38K -$54.3K -487 -59%
FFC
700
First Financial Corp
Indiana
$38K +$32.5K +289 +590%
26 27
28
29 30