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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
+$1.66B
2
M&T Bank
M&T Bank
New York
+$108M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.4M
4
Morgan Stanley
Morgan Stanley
New York
+$54.2M
5
HC
HNP Capital
New York
+$32.8M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$557M
2
Wells Fargo
Wells Fargo
California
-$95.3M
3
Stifel Financial
Stifel Financial
Missouri
-$92M
4
HNB
Huntington National Bank
Ohio
-$65.6M
5
Bank of America
Bank of America
North Carolina
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pathway Financial Advisors
Vermont
$3.17M -$293K -3,164 -8%
SCIM
202
Spring Creek Investment Management
Pennsylvania
$3.13M – – –
NNP
203
Nachman Norwood & Parrott
South Carolina
$3.11M +$39.6K +411 +1%
KPWG
204
KFA Private Wealth Group
Virginia
$3.1M +$3.1M +32,192 New
MSWMA
205
Market Street Wealth Management Advisors
Indiana
$3.08M +$1.53M +15,940 +99%
FCBT
206
First Citizens Bank & Trust
North Carolina
$3.07M +$2.41M +25,016 +362%
B
207
Bailard
California
$3.01M +$4.43K +46 +0.1%
HWA
208
Hilltop Wealth Advisors
North Carolina
$2.98M +$638K +6,625 +27%
CWM
209
Cahaba Wealth Management
Georgia
$2.98M -$1.6M -16,631 -35%
PA
210
Parallel Advisors
California
$2.96M -$207K -2,146 -7%
BPA
211
Beacon Pointe Advisors
California
$2.92M +$978K +10,145 +50%
PFP
212
Pinnacle Financial Partners
Tennessee
$2.92M -$678K -7,040 -19%
CA
213
Cetera Advisors
Colorado
$2.91M +$43.7K +454 +2%
AF
214
Allworth Financial
California
$2.84M +$2.81M +29,214 +8,747%
AWM
215
AE Wealth Management
Kansas
$2.84M -$3.75M -38,937 -57%
IUHSA
216
Itau Unibanco Holding S.A.
Brazil
$2.84M – – –
HCM
217
Hudson Capital Management
New Jersey
$2.83M -$19K -196 -0.7%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$2.8M +$559K +5,806 +25%
JHCP
219
Jackson Hole Capital Partners
Oklahoma
$2.77M +$801K +8,322 +41%
CS
220
Credit Suisse
Switzerland
$2.76M +$2.76M +28,697 New
AP
221
Arlington Partners
Alabama
$2.74M -$9.49M -98,647 -78%
LFAS
222
Level Four Advisory Services
Texas
$2.68M +$33.9K +353 +1%
CRCM
223
Corbett Road Capital Management
Virginia
$2.68M +$830K +8,625 +45%
CFG
224
Citizens Financial Group
Rhode Island
$2.67M -$1.37M -14,245 -34%
BWA
225
BDO Wealth Advisors
Florida
$2.64M +$248K +2,578 +10%
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