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iShares S&P 500 Value ETF
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Overview Fund Activity

724 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 274 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
15.69%
Holding in Top 10
71
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.05%
% of All Funds
1.54%
New
67
Increased
231
Reduced
274
Closed
59
Calls
$4.61M
Puts
$225K
Net Calls
+$4.38M
Net Calls Change
+$914K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$161M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$61.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$51.4M
4
GI
Gradient Investments
Minnesota
+$42.7M
5
Stifel Financial
Stifel Financial
Missouri
+$31.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$220M
2
SEI Investments
SEI Investments
Pennsylvania
-$162M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$76.8M
4
DSA
Davis Selected Advisers
Arizona
-$52M
5
Bank of America
Bank of America
North Carolina
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Commerce Bank
Missouri
$2.64M +$33.3K +295 +1%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$2.6M -$20.2M -179,575 -89%
SF
228
Synovus Financial
Georgia
$2.59M -$133K -1,181 -5%
AllianceBernstein
229
AllianceBernstein
Tennessee
$2.57M +$678K +6,015 +36%
TWM
230
Tolleson Wealth Management
Texas
$2.57M – – –
BPA
231
Beacon Pointe Advisors
California
$2.38M +$102K +907 +4%
CCM
232
Cribstone Capital Management
Maine
$2.38M -$49.5K -439 -2%
BCI
233
Brinker Capital Investments
Pennsylvania
$2.32M -$921K -8,171 -28%
CWM
234
Cornerstone Wealth Management
Missouri
$2.31M -$1.95M -8,557 -46%
SCM
235
SOL Capital Management
Maryland
$2.26M +$946K +8,395 +72%
MHS
236
M Holdings Securities
Oregon
$2.24M +$2M +17,699 +815%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$2.23M +$74K +656 +3%
RVPG
238
Relative Value Partners Group
$2.23M +$63K +559 +3%
EPA
239
Element Pointe Advisors
Florida
$2.22M – – –
BEC
240
Blue Edge Capital
Virginia
$2.17M +$759K +6,730 +54%
MGIA
241
Matthew Goff Investment Advisor
Texas
$2.17M +$186K +1,648 +9%
SCM
242
Smith Capital Management
Arkansas
$2.15M +$206K +1,825 +11%
BCM
243
BTC Capital Management
Iowa
$2.15M – – –
SWP
244
Stratos Wealth Partners
Ohio
$2.13M -$51.6K -458 -2%
FMC
245
First Merchants Corp
Indiana
$2.11M – – –
SAM
246
Silvercrest Asset Management
New York
$2.11M -$741K -6,575 -26%
SHA
247
Seneca House Advisors
Virginia
$2.09M +$56.3K +499 +3%
IFWM
248
Institute for Wealth Management
Colorado
$2.08M +$2.08M +18,423 New
PP
249
Palladium Partners
Virginia
$2.07M -$18.6K -165 -0.9%
Franklin Resources
250
Franklin Resources
California
$2.06M -$43.4K -385 -2%
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