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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 %
WP
126
WealthPLAN Partners
Nebraska
$7.6M +$129K +1,110 +2%
VR
127
Viridian RIA
Washington
$7.55M +$919K +8,493 +14%
AIA
128
Alera Investment Advisors
Illinois
$7.52M -$980K -9,056 -12%
PWP
129
Personal Wealth Partners
Minnesota
$7.51M -$3.95M -36,519 -34%
BFM
130
Broadview Financial Management
Wisconsin
$7.4M -$717K -6,628 -9%
TRCT
131
Tower Research Capital (TRC)
New York
$7.25M +$6.91M +63,857 +2,060%
SI
132
Stephens Inc
Arkansas
$7.22M -$328K -3,030 -4%
FAIM
133
Financial Advocates Investment Management
Washington
$7.21M -$124K -1,145 -2%
Northern Trust
134
Northern Trust
Illinois
$7.19M -$1.7M -15,685 -19%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$7.1M +$1.64M +15,136 +30%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$6.84M +$2.04M +19,106 +43%
GL
137
Graypoint LLC
New York
$6.83M -$334K -3,087 -5%
AIM
138
Acropolis Investment Management
Missouri
$6.7M +$77.8K +719 +1%
MGIA
139
Matthew Goff Investment Advisor
Texas
$6.59M -$85.5K -790 -1%
SEI Investments
140
SEI Investments
Pennsylvania
$6.58M -$425K -3,924 -6%
Truist Financial
141
Truist Financial
North Carolina
$6.31M -$303K -2,798 -5%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$6.28M -$126K -1,165 -2%
EPP
143
ETF Portfolio Partners
Kansas
$6.23M -$271K -2,502 -4%
AMG
144
Asset Management Group
Connecticut
$6.21M +$65.5K +605 +1%
WWM
145
Western Wealth Management
Colorado
$5.99M -$43.3K -400 -0.7%
FBA
146
Front Barnett Associates
Illinois
$5.87M +$191K +1,762 +3%
PW
147
Peninsula Wealth
California
$5.74M +$3.54M +32,757 +161%
FAN
148
Financial Advisors Network
California
$5.74M +$5.74M +53,001 New
GIA
149
Gladstone Institutional Advisory
Florida
$5.64M -$97.9K -905 -2%
EWA
150
Exencial Wealth Advisors
Oklahoma
$5.56M +$754K +6,972 +16%
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