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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$140M
2
HNB
2
Huntington National Bank
Ohio
$67.4M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$7.9M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$3.27M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Centerpoint Advisors
Massachusetts
$5.92M +$1.26M +11,166 +27%
GIA
152
Gladstone Institutional Advisory
Florida
$5.87M +$4.84K +43 +0.1%
EWA
153
Evolution Wealth Advisors
Florida
$5.72M -$24.7K -220 -0.4%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.7M -$20.2K -179 -0.4%
PAIM
155
Punch & Associates Investment Management
Minnesota
$5.67M +$482K +4,284 +9%
CWM
156
Calamos Wealth Management
Illinois
$5.65M -$36.8K -327 -0.6%
FAN
157
Financial Advisors Network
California
$5.57M -$392K -3,489 -7%
BAM
158
Brave Asset Management
New Jersey
$5.46M +$5.46M +48,578 New
RWM
159
RKL Wealth Management
Pennsylvania
$5.46M -$188K -1,674 -3%
PRWA
160
Platte River Wealth Advisors
Colorado
$5.44M +$548K +4,872 +11%
BPA
161
Beacon Pointe Advisors
California
$5.38M -$361K -3,207 -6%
NFG
162
Next Financial Group
Texas
$5.36M +$321K +2,851 +6%
KP
163
Keel Point
Alabama
$5.28M +$4.69M +41,703 +789%
CWM
164
Cranbrook Wealth Management
Michigan
$5.28M – – –
BWA
165
BDO Wealth Advisors
Florida
$5.24M +$446K +3,969 +9%
EWA
166
Exencial Wealth Advisors
Oklahoma
$5.24M -$538K -4,783 -9%
MCWS
167
McKinley Carter Wealth Services
West Virginia
$5.23M +$5.23M +46,480 New
AF
168
Advisornet Financial
Minnesota
$5.17M +$111K +983 +2%
SHIM
169
Stone House Investment Management
Pennsylvania
$5.16M -$511K -4,543 -9%
CAN
170
Cetera Advisor Networks
California
$5.11M +$12.6K +112 +0.2%
Citadel Advisors
171
Citadel Advisors
Florida
$5.1M +$3.83M +34,017 +301%
FMW
172
Farr Miller & Washington
District of Columbia
$5.02M +$80.9K +719 +2%
LWA
173
LWS Wealth Advisors
New Jersey
$4.99M -$121K -1,074 -2%
OAM
174
Occidental Asset Management
California
$4.99M -$60.4K -537 -1%
CFG
175
Citizens Financial Group
Rhode Island
$4.85M +$1.81M +16,088 +60%
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