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iShares S&P 500 Value ETF
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Overview Fund Activity

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$238M
2
Barclays
Barclays
United Kingdom
$45.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$734M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$48.2M
5
CCFM
Clear Creek Financial Management
Washington
$21.6M

Top Sellers

1
LPL Financial
LPL Financial
California
$140M
2
HNB
Huntington National Bank
Ohio
$67.4M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$7.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.27M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
126
Arcadia Investment Advisors
Idaho
$7.39M +$2.15M +19,114 +41%
Truist Financial
127
Truist Financial
North Carolina
$7.36M +$802K +7,136 +12%
BFM
128
Broadview Financial Management
Wisconsin
$7.35M -$337K -3,000 -4%
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$7.32M -$57K -507 -0.8%
SI
130
Stephens Inc
Arkansas
$7.31M -$194K -1,727 -3%
Two Sigma Investments
131
Two Sigma Investments
New York
$7.22M +$4.66M +41,464 +183%
MGIA
132
Matthew Goff Investment Advisor
Texas
$6.99M +$145K +1,285 +2%
AIM
133
Acropolis Investment Management
Missouri
$6.91M -$56.7K -504 -0.8%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$6.89M -$377K -3,322 -5%
IF
135
Ironwood Financial
Arizona
$6.57M +$2.36M +20,981 +56%
GL
136
Graypoint LLC
New York
$6.48M -$616K -5,475 -9%
CG
137
Colony Group
Massachusetts
$6.46M -$5.09M -45,293 -44%
AMG
138
Asset Management Group
Connecticut
$6.45M -$337 -3 -0%
PWP
139
Personal Wealth Partners
Minnesota
$6.41M -$1.39M -12,383 -18%
EPP
140
ETF Portfolio Partners
Kansas
$6.38M -$91.8K -816 -1%
SG Americas Securities
141
SG Americas Securities
New York
$6.35M +$2.25M +20,000 +55%
SEI Investments
142
SEI Investments
Pennsylvania
$6.34M -$503K -4,471 -7%
Squarepoint
143
Squarepoint
New York
$6.13M -$2.85M -25,371 -32%
FBA
144
Front Barnett Associates
Illinois
$6.09M -$9.33K -83 -0.2%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$6.07M +$309K +2,746 +5%
BC
146
Bartlett & Co
Ohio
$6.07M +$309K +2,746 +5%
TNBTD
147
Trustmark National Bank Trust Department
Mississippi
$6.04M +$3.68M +32,750 +156%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$5.98M +$1.84M +16,403 +45%
PW
149
Peninsula Wealth
California
$5.98M +$6.75K +60 +0.1%
WWM
150
Western Wealth Management
Colorado
$5.96M -$259K -2,303 -4%
4 5
6
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