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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 %
BWL
751
Bogart Wealth LLC
Virginia
$3K – – –
BW
752
Bison Wealth
Georgia
$3K – – –
CAGAS
753
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
HWA
754
HCR Wealth Advisors
California
$3K +$3K +32 New
AW
755
Avion Wealth
Texas
$2K +$2K +22 New
NL
756
NWAM LLC
Washington
$550 -$49 -513 -8%
WA
757
WBH Advisory
Maryland
$274 – – –
CIM
758
Confluence Investment Management
Missouri
– -$19.4M -166,665 Closed
PL
759
Polianta Ltd
Jersey
– -$12.1M -93,100 Closed
AIA
760
Arrow Investment Advisors
Maryland
– -$11.9M -91,613 Closed
AI
761
Atria Investments
North Carolina
– -$11.6M -89,119 Closed
CWG
762
Cornerstone Wealth Group
North Carolina
– -$6.3M -48,413 Closed
TD Asset Management
763
TD Asset Management
Ontario, Canada
– -$5.01M -43,507 Closed
GI
764
Glovista Investments
New Jersey
– -$4.5M -34,551 Closed
Millennium Management
765
Millennium Management
New York
– -$4.07M -31,258 Closed
PG
766
Prostatis Group
Maryland
– -$3.92M -30,157 Closed
BEC
767
Blue Edge Capital
Virginia
– -$3.02M -23,232 Closed
SRSA
768
S.R. Schill & Associates
Washington
– -$2.96M -22,732 Closed
JWCA
769
J.W. Cole Advisors
Florida
– -$2.7M -20,760 Closed
NFG
770
Noven Financial Group
Colorado
– -$2.31M -17,722 Closed
IAA
771
Independent Advisor Alliance
North Carolina
– -$2.29M -17,565 Closed
CG
772
Cutler Group
California
– -$1.95M -15,000 Closed
DWM
773
Dakota Wealth Management
Florida
– -$1.73M -13,288 Closed
PWS
774
Paragon Wealth Strategies
Florida
– -$1.67M -12,844 Closed
PWAP
775
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$1.53M -11,813 Closed
29 30
31
32 33