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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.

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
1
Varma Mutual Pension Insurance Co
Finland
$58.7M
2
Ameriprise
2
Ameriprise
Minnesota
$142M
3
AAP
3
Arax Advisory Partners
Colorado
$24.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$45.4M
5
PP
5
Paloma Partners
Connecticut
$14.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
Stifel Financial
2
Stifel Financial
Missouri
$184M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.12B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$141M
5
Bank of America
5
Bank of America
North Carolina
$650M
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
76
Miracle Mile Advisors
California
$15.8M 146,111 -68,200 -32%
AA
77
Alesco Advisors
New York
$15.7M 145,429 +671 +0.5%
SPC
78
Sigma Planning Corp
Michigan
$15.4M 142,607 -7,867 -5%
BF
79
BOK Financial
Oklahoma
$15.2M 140,740 +25,064 +22%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$15.1M 157,096 – –
RVPG
81
Relative Value Partners Group
$15.1M 139,528 +119,553 +599%
PP
82
Paloma Partners
Connecticut
$14.9M 137,658 +137,658 New
SMC
83
Smith, Moore & Co
Missouri
$14.9M 137,440 -75 -0.1%
IA
84
Independence Advisors
Pennsylvania
$14.7M 135,716 -2,779 -2%
SPIA
85
Strategic Point Investment Advisors
Rhode Island
$14.5M 130,510 +1,736 +1%
FLA
86
Financial Life Advisors
Texas
$14.5M 133,925 +2,471 +2%
TW
87
Transform Wealth
Colorado
$14.1M 130,095 +22,361 +21%
MFM
88
Mirsky Financial Management
New York
$13.2M 121,721 -22,003 -15%
NSIM
89
North Star Investment Management
Illinois
$13M 120,518 -7,719 -6%
NCM
90
Narwhal Capital Management
Georgia
$12.6M 116,837 -1,302 -1%
GIA
91
GHP Investment Advisors
Colorado
$12.4M 114,480 +3,394 +3%
BOH
92
Bank of Hawaii
Hawaii
$12.4M 114,150 +14,148 +14%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$12.3M 114,124 -309 -0.3%
PSUF
94
People's United Financial
Connecticut
$12.2M 112,848 +14,813 +15%
BPCE
95
Bank Pictet & Cie (Europe)
Germany
$11.8M 108,920 – –
FMC
96
First Merchants Corp
Indiana
$11.7M 107,738 +5,247 +5%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$11.2M 103,620 +6,200 +6%
A
98
AdvicePeriod
California
$11.2M 103,416 -28,944 -22%
AIG
99
American International Group
New York
$11.1M 102,813 -48,920 -32%
CG
100
Colony Group
Massachusetts
$11.1M 102,698 -30,668 -23%
2 3
4
5 6