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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 %
RP
701
Rice Partnership
Hawaii
$32K – – –
RFA
702
Reilly Financial Advisors
California
$31K – – –
TWA
703
TCI Wealth Advisors
Arizona
$31K – – –
FFW
704
Fusion Family Wealth
New York
$31K – – –
AWM
705
Apollon Wealth Management
South Carolina
$31K +$31K +288 New
First Manhattan
706
First Manhattan
New York
$30K -$9.25K -86 -24%
HPC
707
HM Payson & Co
Maine
$30K – – –
PP
708
PrairieView Partners
Minnesota
$30K – – –
TCOV
709
Trust Company of Vermont
Vermont
$30K – – –
WFMPM
710
Woodley Farra Manion Portfolio Management
Indiana
$30K – – –
MA
711
MCF Advisors
Kentucky
$29K – – –
JFA
712
JNBA Financial Advisors
Minnesota
$28K – – –
GFPC
713
Global Financial Private Client
Florida
$26.1K – – –
IWMA
714
Ironwood Wealth Management (Arizona)
Arizona
$26K – – –
SL
715
Savior LLC
Massachusetts
$25K +$25K +230 New
AIC
716
Archer Investment Corporation
Indiana
$23.7K – – –
FWM
717
Focused Wealth Management
New York
$23K – – –
APWM
718
Atlas Private Wealth Management
New York
$20K – – –
LDFR
719
Lehman & Derafelo Financial Resources
Pennsylvania
$20K +$15.8K +144 +379%
AWM
720
Atticus Wealth Management
Florida
$18K -$54K -504 -75%
OC
721
Oakworth Capital
Alabama
$18K +$18K +168 New
RIM
722
Rockbridge Investment Management
New York
$17K +$17K +159 New
AF
723
Affiance Financial
Minnesota
$15K – – –
CWM
724
Campbell Wealth Management
Virginia
$15K +$15K +139 New
VNA
725
Valley National Advisers
Pennsylvania
$14K – – –
27 28
29
30 31