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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.

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
1
Varma Mutual Pension Insurance Co
Finland
$58.7M
2
Ameriprise
2
Ameriprise
Minnesota
$142M
3
AAP
3
Arax Advisory Partners
Colorado
$24.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$45.4M
5
PP
5
Paloma Partners
Connecticut
$14.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
Stifel Financial
2
Stifel Financial
Missouri
$184M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.12B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$141M
5
Bank of America
5
Bank of America
North Carolina
$650M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
51
Arax Advisory Partners
Colorado
$24.2M +$23.8M +219,574 +5,639%
PA
52
Probity Advisors
Texas
$23.5M +$1.31M +12,067 +6%
FA
53
FCG Advisors
New Jersey
$23.4M +$58.1K +537 +0.2%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$23.2M +$3.56M +32,928 +18%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$22.3M -$5.14M -47,510 -19%
AIP
56
Ameritas Investment Partners
Nebraska
$21.2M -$2.39M -22,125 -10%
GT
57
Greenleaf Trust
Michigan
$20.8M +$1.41M +13,037 +7%
LL
58
LPWM LLC
Minnesota
$20.6M -$383K -3,535 -2%
BAAM
59
Baker Avenue Asset Management
California
$20.4M +$12.3M +113,716 +152%
PWM
60
Praetorian Wealth Management
California
$19.6M +$19.6M +181,551 New
QIM
61
Quest Investment Management
Oregon
$19.5M – – –
Baird Financial Group
62
Baird Financial Group
Wisconsin
$19.3M +$215K +1,990 +1%
CCM
63
Condor Capital Management
New Jersey
$18.8M -$35K -323 -0.2%
UB
64
UMB Bank
Missouri
$18.5M -$834K -7,709 -4%
VC
65
Vicus Capital
Pennsylvania
$17.5M +$761K +7,033 +5%
KL
66
KWMG LLC
Kansas
$17.5M -$212K -1,957 -1%
MCM
67
MV Capital Management
Maryland
$17.3M +$1.74M +16,078 +11%
MA
68
MUFG Americas
New York
$16.7M -$774K -7,153 -4%
LFS
69
Lutz Financial Services
Nebraska
$16.5M -$310K -2,864 -2%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$16.4M +$2.29M +21,687 +16%
BZWA
71
Blue Zone Wealth Advisors
California
$16M +$5.15M +47,635 +47%
ISWM
72
Independent Solutions Wealth Management
New York
$16M +$362K +3,347 +2%
HF
73
Halpern Financial
Virginia
$16M +$1.35M +12,480 +9%
MML Investors Services
74
MML Investors Services
Massachusetts
$15.9M -$1.31M -12,108 -8%
RFC
75
Regions Financial Corp
Alabama
$15.8M -$1.39M -12,804 -8%
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