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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 %
JFA
176
Johanson Financial Advisors
California
$4.82M +$229 +2 +0%
BSW
177
Buckingham Strategic Wealth
Missouri
$4.82M -$49.6K -441 -1%
TS
178
Tamar Securities
California
$4.78M +$2.38M +21,207 +100%
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$4.71M -$17.7K -157 -0.4%
LIA
180
LS Investment Advisors
Michigan
$4.71M – – –
EWA
181
EP Wealth Advisors
California
$4.7M -$506K -4,498 -10%
CA
182
Cetera Advisors
Colorado
$4.69M +$456K +4,053 +11%
LIA
183
LBMC Investment Advisors
Tennessee
$4.67M +$24.6K +219 +0.5%
GWM
184
Geneos Wealth Management
Colorado
$4.54M +$311K +2,807 +7%
ST
185
Smithfield Trust
Pennsylvania
$4.46M -$88.3K -785 -2%
CA
186
Clearstead Advisors
Ohio
$4.34M +$5.85K +52 +0.1%
SAM
187
Securian Asset Management
Minnesota
$4.31M +$405K +3,600 +10%
BOTW
188
Bank of the West
California
$4.3M -$140K -1,249 -3%
KPWG
189
KFA Private Wealth Group
Virginia
$4.29M +$184K +1,636 +4%
UAS
190
United Asset Strategies
New York
$4.25M -$134K -1,192 -3%
FWP
191
FAS Wealth Partners
Kansas
$4.25M -$33.2K -295 -0.8%
TIM
192
Tortoise Investment Management
New York
$4.25M -$225K -2,000 -5%
NA
193
Nottingham Advisors
New York
$4.21M -$14.2K -124 -0.3%
SNT
194
Security National Trust
West Virginia
$4.19M +$53.4K +475 +1%
AWM
195
Avior Wealth Management
Nebraska
$4.13M -$73.3K -652 -2%
BRWA
196
B. Riley Wealth Advisors
Florida
$4.09M +$632K +5,647 +18%
GPA
197
Guidance Point Advisors
Massachusetts
$3.99M -$414K -3,682 -9%
PFP
198
Pinnacle Financial Partners
Tennessee
$3.97M +$201K +1,785 +5%
HWA
199
Hilltop Wealth Advisors
North Carolina
$3.9M +$191K +1,699 +5%
PFA
200
Pathway Financial Advisors
Vermont
$3.78M -$2.25K -20 -0.1%
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