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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
Varma Mutual Pension Insurance Co
Finland
$58.7M
2
Ameriprise
Ameriprise
Minnesota
$142M
3
AAP
Arax Advisory Partners
Colorado
$24.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$45.4M
5
PP
Paloma Partners
Connecticut
$14.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.49B
2
Stifel Financial
Stifel Financial
Missouri
$184M
3
Morgan Stanley
Morgan Stanley
New York
$1.12B
4
Osaic Holdings
Osaic Holdings
Arizona
$141M
5
Bank of America
Bank of America
North Carolina
$650M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pathway Financial Advisors
Vermont
$3.64M -$54.9K -507 -1%
PFP
202
Pinnacle Financial Partners
Tennessee
$3.63M +$343K +3,169 +10%
ASN
203
Advisory Services Network
Georgia
$3.58M -$1.11M -10,232 -24%
HWA
204
Hilltop Wealth Advisors
North Carolina
$3.57M +$218K +2,013 +6%
B
205
Bailard
California
$3.47M +$81.4K +752 +2%
MSWMA
206
Market Street Wealth Management Advisors
Indiana
$3.46M -$3.68K -34 -0.1%
NNP
207
Nachman Norwood & Parrott
South Carolina
$3.42M -$76.2K -704 -2%
BRWA
208
B. Riley Wealth Advisors
Florida
$3.35M +$451K +4,165 +16%
PA
209
Parallel Advisors
California
$3.33M – – –
CRCM
210
Corbett Road Capital Management
Virginia
$3.28M +$277K +2,560 +9%
IUHSA
211
Itau Unibanco Holding S.A.
Brazil
$3.19M – – –
ASW
212
Astoria Strategic Wealth
Texas
$3.12M +$728K +6,819 +30%
LFAS
213
Level Four Advisory Services
Texas
$3.11M +$102K +944 +3%
SWP
214
Stratos Wealth Partners
Ohio
$3.06M +$151K +1,393 +5%
HSBC Holdings
215
HSBC Holdings
United Kingdom
$2.99M +$628K +5,800 +27%
AI
216
Atria Investments
North Carolina
$2.96M +$2.96M +27,341 New
CB
217
Commerce Bank
Missouri
$2.94M +$318K +2,940 +12%
CFG
218
Citizens Financial Group
Rhode Island
$2.91M -$83.2K -769 -3%
FHC
219
First Heartland Consultants
Missouri
$2.9M -$700K -6,473 -19%
PB
220
Pinnacle Bancorp
Nebraska
$2.89M -$73.7K -681 -2%
NSB
221
Norway Savings Bank
Maine
$2.87M +$72.4K +669 +3%
HCM
222
Hudson Capital Management
New Jersey
$2.86M -$299K -2,765 -9%
NB
223
Nicolet Bankshares
Wisconsin
$2.83M – – –
CWM
224
Cahaba Wealth Management
Georgia
$2.74M -$780K -6,857 -22%
FCC
225
Florin Court Capital
United Kingdom
$2.71M +$1.87M +17,300 +223%
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