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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 %
HWA
751
HCR Wealth Advisors
California
$3K – – –
BW
752
Bison Wealth
Georgia
$3K – – –
CAGAS
753
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
HS
754
Horan Securities
United States
$2K -$2.73K -30 -58%
AW
755
Avion Wealth
Texas
$2K – – –
CIAS
756
CBIZ Investment Advisory Services
Ohio
$2K -$13K – –
GWMIA
757
Global Wealth Management Investment Advisory
Florida
$2K +$2K +15 New
NL
758
NVWM LLC
Pennsylvania
$1K +$1K +7 New
SA
759
SRH Advisors
Kansas
$1K +$1K +8 New
HC
760
HNP Capital
New York
– -$32.8M -324,224 Closed
FTUS
761
Flow Traders U.S.
New York
– -$5.28M -54,860 Closed
BFG
762
Barber Financial Group
Kansas
– -$5.1M -52,993 Closed
Susquehanna International Group
763
Susquehanna International Group
Pennsylvania
– -$4.81M -49,979 Closed
RFM
764
Royal Fund Management
Florida
– -$4.66M -48,392 Closed
BUB
765
BBVA USA Bancshares
Texas
– -$4.5M -46,764 Closed
SCIM
766
Spring Creek Investment Management
Pennsylvania
– -$3.13M -32,550 Closed
PFA
767
Pinnacle Family Advisors
Missouri
– -$2.61M -27,082 Closed
SEIA
768
Signature Estate & Investment Advisors
California
– -$2.39M -24,851 Closed
CP
769
Coho Partners
Pennsylvania
– -$1.88M -19,500 Closed
DSA
770
Davis Selected Advisers
Arizona
– -$1.75M -18,178 Closed
TI
771
Trexquant Investment
Connecticut
– -$1.64M -17,024 Closed
OR
772
Olympiad Research
Connecticut
– -$1.41M -14,625 Closed
ECG
773
Edge Capital Group
Georgia
– -$1.27M -13,175 Closed
Renaissance Technologies
774
Renaissance Technologies
New York
– -$1.11M -11,500 Closed
Mirae Asset Global Investments
775
Mirae Asset Global Investments
South Korea
– -$1.06M -10,990 Closed
29 30
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