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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 %
HCIA
826
Hochman Cole Investment Advisors
Illinois
– -$239K -1,836 Closed
SB
827
Simmons Bank
Arkansas
– -$238K -1,832 Closed
MWM
828
Modera Wealth Management
New Jersey
– -$235K -1,805 Closed
FNT
829
First National Trust
Pennsylvania
– -$234K -1,802 Closed
CWM
830
CCG Wealth Management
California
– -$230K -1,771 Closed
CBN
831
Cadence Bank NA
Texas
– -$229K -1,758 Closed
TWM
832
Titus Wealth Management
California
– -$225K -1,732 Closed
FNBOO
833
First National Bank of Omaha
Nebraska
– -$223K -1,716 Closed
MCM
834
Murphy Capital Management
New Jersey
– -$221K -1,700 Closed
WA
835
Waverly Advisors
Alabama
– -$222K -1,694 Closed
CFS
836
CRA Financial Services
New Jersey
– -$217K -1,670 Closed
IFS
837
Ifrah Financial Services
Arkansas
– -$216K -1,662 Closed
VDI
838
Vaughan David Investments
Illinois
– -$216K -1,662 Closed
LP
839
LGL Partners
Pennsylvania
– -$216K -1,661 Closed
PS
840
Portfolio Strategies
New York
– -$215K -1,653 Closed
WA1
841
Wimmer Associates 1
California
– -$215K -1,650 Closed
LSA
842
L & S Advisors
California
– -$213K -1,634 Closed
AL
843
Aspiriant LLC
California
– -$210K -1,617 Closed
PA
844
Parkside Advisors
California
– -$208K -1,597 Closed
AF
845
Alerus Financial
North Dakota
– -$203K -1,561 Closed
CG
846
Caprock Group
Idaho
– -$203K -1,560 Closed
PWPS
847
Pinnacle Wealth Planning Services
Ohio
– -$202K -1,559 Closed
GLA
848
Good Life Advisors
Pennsylvania
– -$200K -1,528 Closed
JSC
849
Jackson Square Capital
California
– -$143K -1,097 Closed
MWM
850
Maltin Wealth Management
New Jersey
– -$101K -773 Closed
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