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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
+$1.66B
2
M&T Bank
M&T Bank
New York
+$108M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.4M
4
Morgan Stanley
Morgan Stanley
New York
+$54.2M
5
HC
HNP Capital
New York
+$32.8M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$557M
2
Wells Fargo
Wells Fargo
California
-$95.3M
3
Stifel Financial
Stifel Financial
Missouri
-$92M
4
HNB
Huntington National Bank
Ohio
-$65.6M
5
Bank of America
Bank of America
North Carolina
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
776
Alhambra Investment Management
Florida
– -$1.44M -11,043 Closed
APCM
777
Alaska Permanent Capital Management
Alaska
– -$1.3M -9,954 Closed
BWA
778
BlueSky Wealth Advisors
North Carolina
– -$1.29M -9,876 Closed
VWA
779
Visionary Wealth Advisors
Illinois
– -$1.24M -9,517 Closed
AWA
780
Arete Wealth Advisors
Illinois
– -$1.18M -9,065 Closed
EE
781
EWG Elevate
California
– -$1.14M -8,761 Closed
BCM
782
Brasada Capital Management
Texas
– -$1.02M -7,863 Closed
FEM
783
Fulcrum Equity Management
Texas
– -$882K -6,780 Closed
TCM
784
Tuttle Capital Management
Connecticut
– -$686K -5,275 Closed
RIA
785
Regal Investment Advisors
Michigan
– -$647K -4,976 Closed
SC
786
Slow Capital
California
– -$606K -4,660 Closed
ACM
787
Armbruster Capital Management
New York
– -$556K -4,275 Closed
PAS
788
Partnervest Advisory Services
California
– -$546K -4,197 Closed
CA
789
Commerzbank Aktiengesellschaft
Germany
– -$528K -4,062 Closed
CWS
790
Cypress Wealth Services
California
– -$522K -4,011 Closed
Simplex Trading
791
Simplex Trading
Illinois
– -$469K -3,611 Closed
TA
792
TCG Advisors
Texas
– -$452K -3,474 Closed
SC
793
Soundwatch Capital
Connecticut
– -$432K -3,320 Closed
AF
794
Apexium Financial
Texas
– -$432K -3,320 Closed
AWA
795
Acorn Wealth Advisors
Michigan
– -$405K -3,129 Closed
TI
796
Truepoint Inc
Ohio
– -$401K -3,083 Closed
FFS
797
Founders Financial Securities
Maryland
– -$391K -3,002 Closed
PCA
798
Personal Capital Advisors
California
– -$387K -2,976 Closed
BA
799
Birinyi Associates
Connecticut
– -$371K -2,850 Closed
CL
800
Cabana LLC
Arkansas
– -$371K -2,849 Closed
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