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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.

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
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$79.9M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$58.7M
3
Ameriprise
3
Ameriprise
Minnesota
$142M
4
AAP
4
Arax Advisory Partners
Colorado
$24.2M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$45.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
Stifel Financial
2
Stifel Financial
Missouri
$184M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.12B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$141M
5
Bank of America
5
Bank of America
North Carolina
$650M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B 23,018,498 -1,180,805 -5%
Morgan Stanley
2
Morgan Stanley
New York
$1.12B 10,368,883 -678,888 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$673M 6,218,430 +90,532 +1%
Bank of America
4
Bank of America
North Carolina
$650M 6,002,715 -513,027 -8%
Wells Fargo
5
Wells Fargo
California
$620M 5,727,195 -254,882 -4%
UBS Group
6
UBS Group
Switzerland
$321M 2,968,982 -74,656 -2%
Goldman Sachs
7
Goldman Sachs
New York
$302M 2,794,214 -8,397 -0.3%
LPL Financial
8
LPL Financial
California
$238M 2,196,545 -126,646 -5%
Stifel Financial
9
Stifel Financial
Missouri
$184M 1,700,198 -788,894 -32%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$156M 1,442,817 +43,801 +3%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$150M 1,384,381 -11,779 -0.8%
Ameriprise
12
Ameriprise
Minnesota
$142M 1,310,004 +242,851 +23%
Osaic Holdings
13
Osaic Holdings
Arizona
$141M 1,299,198 -512,964 -28%
BlackRock
14
BlackRock
New York
$132M 1,220,897 -3,338 -0.3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$125M 1,159,192 -193,757 -14%
M&T Bank
16
M&T Bank
New York
$119M 1,099,853 -21,247 -2%
US Bancorp
17
US Bancorp
Minnesota
$102M 946,999 -61,692 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$92.7M 856,259 -9,967 -1%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$86M 794,360 +63,126 +9%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$79.9M 738,630 +738,630 New
Betterment LLC
22
Betterment LLC
New York
$78.5M 725,440 -182,810 -20%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$66.8M 616,852 -119,868 -16%
Lido Advisors
24
Lido Advisors
California
$62.5M 577,180 +13,783 +2%
HNB
25
Huntington National Bank
Ohio
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