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iShares S&P 500 Value ETF
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Overview Fund Activity

712 hedge funds and large institutions have $10.7B invested in iShares S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 219 increasing their positions, 260 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-14
Holders Change %
-1.93%
% of All Funds
15.64%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.41%
New
46
Increased
219
Reduced
260
Closed
54
Calls
$10M
Puts
$1.85M
Net Calls
+$8.16M
Net Calls Change
-$680K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
2
Stifel Financial
Stifel Financial
Missouri
+$55.8M
3
Bank of America
Bank of America
North Carolina
+$21.2M
4
WIA
World Investment Advisors
California
+$20.9M
5
LPL Financial
LPL Financial
California
+$17.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$77.2M
2
HNB
Huntington National Bank
Ohio
-$57M
3
Morgan Stanley
Morgan Stanley
New York
-$35M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24.7M
5
TA
Townsend & Associates
Colorado
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
226
Sonata Capital Group
Washington
$2.62M -$38K -319 -1%
TWM
227
Tolleson Wealth Management
Texas
$2.58M -$12.5K -105 -0.5%
SF
228
Synovus Financial
Georgia
$2.56M -$159K -1,343 -6%
AWM
229
AE Wealth Management
Kansas
$2.5M -$7.94M -66,670 -76%
BPA
230
Beacon Pointe Advisors
California
$2.48M -$853K -7,159 -26%
JHCP
231
Jackson Hole Capital Partners
Oklahoma
$2.43M +$1.18M +9,932 +95%
SCM
232
SOL Capital Management
Maryland
$2.38M +$186K +1,560 +8%
AAS
233
Avantax Advisory Services
Texas
$2.35M +$1.14M +9,529 +94%
EPA
234
Element Pointe Advisors
Florida
$2.35M – – –
RVPG
235
Relative Value Partners Group
$2.34M -$56.2K -472 -2%
BCM
236
BTC Capital Management
Iowa
$2.27M – – –
RWG
237
Regal Wealth Group
California
$2.27M -$16.1M -135,158 -88%
SAM
238
Silvercrest Asset Management
New York
$2.23M – – –
AllianceBernstein
239
AllianceBernstein
Tennessee
$2.2M -$243K -2,038 -10%
PP
240
Palladium Partners
Virginia
$2.19M +$166K +1,434 +8%
BMCM
241
Bryn Mawr Capital Management
Pennsylvania
$2.18M +$21K +176 +1%
IF
242
Ironwood Financial
Arizona
$2.13M +$119 +1 +0%
PA
243
Parallel Advisors
California
$2.05M +$1.44M +12,121 +237%
ELC
244
Edgar Lomax Company
Virginia
$2.05M +$83.4K +700 +4%
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$1.14M +9,561 +127%
SHA
246
Seneca House Advisors
Virginia
$2.03M +$7.39K +62 +0.4%
SCM
247
Smith Capital Management
Arkansas
$2.03M -$21.5K -180 -1%
GLLW
248
Graves Light Lenhart Wealth
Virginia
$2M +$40.1K +328 +2%
APP
249
Avantax Planning Partners
Iowa
$2M +$238 +2 +0%
IA
250
IFP Advisors
Florida
$1.99M +$1.99M +16,837 New
8 9
10
11 12