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iShares S&P 500 Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
M&T Bank
M&T Bank
New York
$108M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$590M
4
Morgan Stanley
Morgan Stanley
New York
$1.06B
5
HC
HNP Capital
New York
$32.8M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$4.18M
2
Wells Fargo
Wells Fargo
California
$576M
3
Stifel Financial
Stifel Financial
Missouri
$240M
4
HNB
Huntington National Bank
Ohio
$51.6M
5
Bank of America
Bank of America
North Carolina
$627M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
FCG Advisors
New Jersey
$20.7M +$3.39M +35,179 +20%
MMA
52
Miracle Mile Advisors
California
$20.6M -$17.4M -181,038 -46%
PA
53
Probity Advisors
Texas
$19.8M +$1.73M +17,996 +10%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$19M -$895K -9,296 -4%
LL
55
LPWM LLC
Minnesota
$18.7M +$2.18M +22,601 +13%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$17.5M +$17.5M +181,703 New
QIM
57
Quest Investment Management
Oregon
$17.3M – – –
GT
58
Greenleaf Trust
Michigan
$17.2M -$7.9M -82,106 -31%
UB
59
UMB Bank
Missouri
$17.2M -$916K -9,518 -5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$17M -$2.1M -21,858 -11%
CCM
61
Condor Capital Management
New Jersey
$16.8M +$16.4M +169,935 +4,071%
Financial Engines Advisors
62
Financial Engines Advisors
California
$15.9M +$1.07M +11,101 +7%
KL
63
KWMG LLC
Kansas
$15.8M -$5.67M -58,912 -26%
MA
64
MUFG Americas
New York
$15.5M +$39.8K +413 +0.3%
RFC
65
Regions Financial Corp
Alabama
$15.3M +$676K +7,027 +5%
MML Investors Services
66
MML Investors Services
Massachusetts
$15.3M +$4.81K +50 +0%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$15.1M -$286K -2,968 -2%
LFS
68
Lutz Financial Services
Nebraska
$14.9M -$1.68M -17,426 -10%
VC
69
Vicus Capital
Pennsylvania
$14.9M +$295K +3,063 +2%
AIG
70
American International Group
New York
$14.6M +$9.15M +95,073 +168%
SPC
71
Sigma Planning Corp
Michigan
$14.5M -$3.71M -38,519 -20%
AA
72
Alesco Advisors
New York
$13.9M +$1.83M +18,998 +15%
ISWM
73
Independent Solutions Wealth Management
New York
$13.9M +$229K +2,384 +2%
TPCW
74
TD Private Client Wealth
New York
$13.9M -$213K -2,217 -2%
MFM
75
Mirsky Financial Management
New York
$13.8M +$103K +1,066 +0.7%
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