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iShares S&P 500 Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
M&T Bank
M&T Bank
New York
$108M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$590M
4
Morgan Stanley
Morgan Stanley
New York
$1.06B
5
HC
HNP Capital
New York
$32.8M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$4.18M
2
Wells Fargo
Wells Fargo
California
$576M
3
Stifel Financial
Stifel Financial
Missouri
$240M
4
HNB
Huntington National Bank
Ohio
$51.6M
5
Bank of America
Bank of America
North Carolina
$627M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$4.17M -$2.06M -21,433 -33%
SC
177
Savant Capital
Illinois
$4.14M -$752K -7,814 -15%
SMG
178
Spectrum Management Group
Indiana
$4.11M +$3.94M +40,883 +2,213%
AIA
179
Arcadia Investment Advisors
Idaho
$4.07M +$1.46M +15,144 +56%
ST
180
Smithfield Trust
Pennsylvania
$4.06M -$144K -1,491 -3%
UAS
181
United Asset Strategies
New York
$4.06M +$19.5K +203 +0.5%
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Missouri
$4.05M +$182K +1,887 +5%
SIAM
183
Sterling Investment Advisors (Missouri)
Missouri
$3.99M +$53.5K +556 +1%
LIA
184
LBMC Investment Advisors
Tennessee
$3.96M -$147K -1,532 -4%
AAS
185
Avantax Advisory Services
Texas
$3.88M -$498K -5,169 -11%
CA
186
Clearstead Advisors
Ohio
$3.81M +$46.6K +484 +1%
VFA
187
Voya Financial Advisors
Connecticut
$3.76M +$913K +9,323 +32%
NA
188
Nottingham Advisors
New York
$3.75M -$143K -1,438 -4%
GWM
189
Geneos Wealth Management
Colorado
$3.7M -$95 -1 -0%
CAM
190
Cresset Asset Management
Illinois
$3.68M +$2.78M +28,890 +308%
AWM
191
Avior Wealth Management
Nebraska
$3.64M +$44.7K +464 +1%
GPA
192
Guidance Point Advisors
Massachusetts
$3.56M -$836K -8,687 -19%
Citadel Advisors
193
Citadel Advisors
Florida
$3.56M +$704K +7,316 +25%
SG Americas Securities
194
SG Americas Securities
New York
$3.51M +$57.8K +600 +2%
FWP
195
FAS Wealth Partners
Kansas
$3.45M +$656K +6,818 +23%
SHIM
196
Stone House Investment Management
Pennsylvania
$3.4M +$3.4M +35,364 New
SNT
197
Security National Trust
West Virginia
$3.37M -$209K -2,175 -6%
SAM
198
Securian Asset Management
Minnesota
$3.32M -$1.06M -11,000 -24%
GG
199
GenWealth Group
New Jersey
$3.29M -$17.1K -178 -0.5%
FHC
200
First Heartland Consultants
Missouri
$3.21M -$1.33M -13,794 -29%
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