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iShares S&P 500 Value ETF
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Overview Fund Activity

821 hedge funds and large institutions have $12B invested in iShares S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+109
Holders Change %
+15.31%
% of All Funds
16.21%
Holding in Top 10
79
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.44%
% of All Funds
1.56%
New
149
Increased
269
Reduced
240
Closed
33
Calls
$9.63M
Puts
$3.64M
Net Calls
+$5.99M
Net Calls Change
-$2.17M

Top Buyers

1
BlackRock
BlackRock
New York
+$94.6M
2
JFA
Johanson Financial Advisors
California
+$44.5M
3
US Bancorp
US Bancorp
Minnesota
+$37.1M
4
Wells Fargo
Wells Fargo
California
+$27.4M
5
Bank of America
Bank of America
North Carolina
+$23.2M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$140M
2
HNB
Huntington National Bank
Ohio
-$57.2M
3
GI
Gradient Investments
Minnesota
-$52.3M
4
Axa
Axa
France
-$40.1M
5
CS
Credit Suisse
Switzerland
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Stordahl Capital Management
Colorado
$2.86M -$51.5K -396 -2%
TWM
252
Tolleson Wealth Management
Texas
$2.82M – – –
BFG
253
Barber Financial Group
Kansas
$2.8M +$2.8M +21,543 New
SCM
254
SOL Capital Management
Maryland
$2.77M +$172K +1,325 +7%
JWCA
255
J.W. Cole Advisors
Florida
$2.7M +$2.7M +20,760 New
SCG
256
Sonata Capital Group
Washington
$2.69M -$167K -1,287 -6%
BRWA
257
B. Riley Wealth Advisors
Florida
$2.69M +$608K +4,672 +29%
JHCP
258
Jackson Hole Capital Partners
Oklahoma
$2.66M +$7.16K +55 +0.3%
BPA
259
Beacon Pointe Advisors
California
$2.63M -$77.2K -593 -3%
WIA
260
World Investment Advisors
California
$2.6M -$20.5M -157,903 -89%
EPA
261
Element Pointe Advisors
Florida
$2.56M – – –
SF
262
Synovus Financial
Georgia
$2.56M -$245K -1,882 -9%
RVPG
263
Relative Value Partners Group
$2.55M -$8.85K -68 -0.3%
CRCM
264
Corbett Road Capital Management
Virginia
$2.49M +$2.49M +19,167 New
BMCM
265
Bryn Mawr Capital Management
Pennsylvania
$2.48M +$101K +775 +4%
BCM
266
BTC Capital Management
Iowa
$2.48M – – –
RWG
267
Regal Wealth Group
California
$2.38M -$90.6K -696 -4%
AllianceBernstein
268
AllianceBernstein
Tennessee
$2.38M -$20K -154 -0.8%
TSS
269
Two Sigma Securities
New York
$2.36M -$3.12M -23,981 -57%
TRCT
270
Tower Research Capital (TRC)
New York
$2.35M +$2.35M +18,064 New
MAFM
271
Mid Atlantic Financial Management
Pennsylvania
$2.34M +$1.72M +13,228 +280%
PA
272
Procyon Advisors
Connecticut
$2.31M +$2.31M +17,765 New
NFG
273
Noven Financial Group
Colorado
$2.31M +$2.31M +17,722 New
SHA
274
Seneca House Advisors
Virginia
$2.3M +$79K +607 +4%
IAA
275
Independent Advisor Alliance
North Carolina
$2.29M +$2.29M +17,565 New
9 10
11
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