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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 %
C1AG
801
Client 1st Advisory Group
Florida
– -$319K -2,453 Closed
AWM
802
Apollon Wealth Management
South Carolina
– -$315K -2,415 Closed
MWP
803
MYCIO Wealth Partners
Pennsylvania
– -$308K -2,371 Closed
RIA
804
Realta Investment Advisors
Delaware
– -$297K -2,359 Closed
FIA
805
Foundations Investment Advisors
Arizona
– -$283K -2,182 Closed
PWM
806
PBMares Wealth Management
Virginia
– -$283K -2,175 Closed
TNB
807
TCF National Bank
South Dakota
– -$279K -2,147 Closed
GBBWRPM
808
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$277K -2,129 Closed
CST
809
Charles Schwab Trust
Nevada
– -$271K -2,084 Closed
CGA
810
Crescent Grove Advisors
Illinois
– -$269K -2,068 Closed
ONB
811
Old National Bancorp
Indiana
– -$264K -2,026 Closed
SPL
812
Smart Portfolios LLC
Washington
– -$261K -2,010 Closed
GM
813
GeoWealth Management
Illinois
– -$260K -2,000 Closed
PAG
814
Pinnacle Advisory Group
Maryland
– -$257K -1,978 Closed
Franklin Resources
815
Franklin Resources
California
– -$256K -1,965 Closed
CAG
816
Curtis Advisory Group
California
– -$255K -1,964 Closed
BFA
817
Beacon Financial Advisory
Ohio
– -$253K -1,947 Closed
PFS
818
Prospera Financial Services
Texas
– -$253K -1,944 Closed
MWPCG
819
Measured Wealth Private Client Group
New Hampshire
– -$253K -1,942 Closed
OC
820
Oarsman Capital
Wisconsin
– -$252K -1,935 Closed
KA
821
Klingman & Associates
New York
– -$251K -1,930 Closed
SC
822
Steph & Co
Wisconsin
– -$248K -1,903 Closed
WSTAM
823
Wilbanks Smith & Thomas Asset Management
Virginia
– -$242K -1,859 Closed
RCA
824
Rex Capital Advisors
Rhode Island
– -$240K -1,845 Closed
GIA
825
Guyasuta Investment Advisors
Pennsylvania
– -$240K -1,842 Closed
31 32
33
34 35