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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
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 Holding Trade Value Shares
Change 		Shares
Change %
BCWM
151
Bartlett & Co Wealth Management
Ohio
$5.55M +$489K +4,522 +10%
BC
152
Bartlett & Co
Ohio
$5.55M +$489K +4,522 +10%
EWA
153
Evolution Wealth Advisors
Florida
$5.53M +$830K +7,666 +18%
BPA
154
Beacon Pointe Advisors
California
$5.52M +$2.24M +20,696 +68%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49M +$81.9K +757 +2%
CWM
156
Calamos Wealth Management
Illinois
$5.48M -$1.11M -10,237 -17%
SHIM
157
Stone House Investment Management
Pennsylvania
$5.46M +$1.63M +15,067 +43%
RWM
158
RKL Wealth Management
Pennsylvania
$5.43M +$44.8K +414 +0.8%
CWM
159
Cranbrook Wealth Management
Michigan
$5.08M -$104K -957 -2%
AIA
160
Arcadia Investment Advisors
Idaho
$5.05M +$472K +4,363 +10%
AAS
161
Avantax Advisory Services
Texas
$5.02M +$668K +6,173 +15%
EWA
162
EP Wealth Advisors
California
$5.01M -$636K -5,882 -11%
PAIM
163
Punch & Associates Investment Management
Minnesota
$4.99M -$5.09K -47 -0.1%
LWA
164
LWS Wealth Advisors
New Jersey
$4.92M -$1.01M -9,342 -17%
CAN
165
Cetera Advisor Networks
California
$4.9M +$13.7K +127 +0.3%
AF
166
Advisornet Financial
Minnesota
$4.87M -$1.19M -10,988 -20%
OAM
167
Occidental Asset Management
California
$4.86M -$275K -2,541 -5%
NFG
168
Next Financial Group
Texas
$4.85M +$41.3K +382 +0.9%
PRWA
169
Platte River Wealth Advisors
Colorado
$4.77M +$4.77M +43,490 New
SIAM
170
Sterling Investment Advisors (Missouri)
Missouri
$4.75M +$271K +2,506 +6%
FMW
171
Farr Miller & Washington
District of Columbia
$4.75M -$528K -4,882 -10%
BSW
172
Buckingham Strategic Wealth
Missouri
$4.68M -$49.6K -458 -1%
CAG
173
Csenge Advisory Group
Florida
$4.66M +$4.66M +43,070 New
TSS
174
Two Sigma Securities
New York
$4.63M +$3.03M +28,029 +190%
BWA
175
BDO Wealth Advisors
Florida
$4.61M +$1.65M +15,215 +55%
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