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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 %
BAC
776
Boys Arnold & Co
North Carolina
– -$1.02M -10,552 Closed
MHS
777
M Holdings Securities
Oregon
– -$984K -10,224 Closed
CA
778
Calton & Associates
Florida
– -$801K -8,319 Closed
TIM
779
Total Investment Management
Arizona
– -$628K -6,526 Closed
Boston Partners
780
Boston Partners
Massachusetts
– -$607K -6,308 Closed
ACM
781
Argent Capital Management
Missouri
– -$542K -5,635 Closed
MA
782
MYDA Advisors
New York
– -$481K -5,000 Closed
CI
783
Cambiar Investors
Colorado
– -$474K -4,929 Closed
BDF
784
Balasa Dinverno & Foltz
– -$463K -4,809 Closed
CWA
785
Core Wealth Advisors
Florida
– -$440K -4,570 Closed
FI
786
FormulaFolio Investments
Michigan
– -$431K -4,483 Closed
JGC
787
J. Goldman & Co
New York
– -$428K -4,450 Closed
ACI
788
Alpha Cubed Investments
California
– -$397K -4,122 Closed
BWA
789
Beam Wealth Advisors
Louisiana
– -$374K -3,886 Closed
KPCM
790
Kings Point Capital Management
New York
– -$374K -3,882 Closed
GTAM
791
Global Trust Asset Management
Florida
– -$324K -3,310 Closed
DWM
792
Destination Wealth Management
California
– -$298K -3,091 Closed
Prudential Financial
793
Prudential Financial
New Jersey
– -$271K -2,813 Closed
AA
794
Advisory Alpha
Michigan
– -$284K -2,765 Closed
KCM
795
Kornitzer Capital Management
Kansas
– -$266K -2,763 Closed
Fisher Asset Management
796
Fisher Asset Management
Washington
– -$260K -2,705 Closed
SWA
797
SFMG Wealth Advisors
Texas
– -$259K -2,690 Closed
CSPIA
798
Cary Street Partners Investment Advisory
Virginia
– -$243K -2,528 Closed
PFM
799
Parsec Financial Management
North Carolina
– -$233K -2,417 Closed
RMCM
800
Reynders McVeigh Capital Management
Massachusetts
– -$231K -2,397 Closed
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