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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 %
IF
251
Ironwood Financial
Arizona
$2.03M +$14K +124 +0.7%
BMCM
252
Bryn Mawr Capital Management
Pennsylvania
$2.01M +$59.1K +524 +3%
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$2M -$14.1K -125 -0.7%
TSS
254
Two Sigma Securities
New York
$1.98M +$1.68M +14,919 +567%
GIA
255
Gladstone Institutional Advisory
Florida
$1.97M -$31.6K -280 -2%
BC
256
Bartlett & Co
Ohio
$1.95M +$225K +1,999 +13%
BCWM
257
Bartlett & Co Wealth Management
Ohio
$1.95M +$225K +1,999 +13%
MFT
258
Moisand Fitzgerald Tamayo
Florida
$1.94M +$9.13K +81 +0.5%
DWM
259
Darwin Wealth Management
Florida
$1.93M -$17.7K -157 -0.9%
APP
260
Avantax Planning Partners
Iowa
$1.89M -$13.8K -122 -0.7%
OMC
261
Old Mission Capital
Illinois
$1.88M +$1.48M +13,163 +371%
BCM
262
Brasada Capital Management
Texas
$1.88M -$159K -1,415 -8%
JIP
263
Jaffetilchin Investment Partners
Florida
$1.85M +$1.85M +16,432 New
PWS
264
Paragon Wealth Strategies
Florida
$1.85M -$537K -4,765 -22%
AA
265
Advisory Alpha
Michigan
$1.83M +$460K +4,018 +34%
ELC
266
Edgar Lomax Company
Virginia
$1.82M – – –
GT
267
Glenview Trust
Kentucky
$1.82M +$399K +3,541 +28%
WP
268
WMS Partners
Maryland
$1.79M -$76.8K -681 -4%
WAM
269
Wealthspire Advisors (Maryland)
Maryland
$1.79M – – –
MAM
270
Marquette Asset Management
Minnesota
$1.77M – – –
FFN
271
Focus Financial Network
Minnesota
$1.76M +$1.76M +15,640 New
GLLW
272
Graves Light Lenhart Wealth
Virginia
$1.72M +$131K +1,164 +8%
TF
273
TIAA FSB
Florida
$1.71M -$121K -1,071 -7%
WB
274
WesBanco Bank
West Virginia
$1.71M +$125K +1,106 +8%
GFPC
275
Global Financial Private Capital
Florida
$1.69M +$554K +4,911 +49%
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