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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 %
AIA
276
Arcadia Investment Advisors
Idaho
$1.66M – – –
CC
277
Cadinha & Co
Hawaii
$1.66M -$129K -1,148 -7%
MMHP
278
Murphy Middleton Hinkle & Parker
Georgia
$1.65M -$9.81K -87 -0.6%
GWA
279
Guidant Wealth Advisors
Illinois
$1.64M -$101K -893 -6%
EIP
280
Ellis Investment Partners
Pennsylvania
$1.63M +$28.1K +246 +2%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$1.62M -$266K -2,351 -14%
CBU
282
CIBC Bank USA
Illinois
$1.61M +$33.8K +300 +2%
AWP
283
Ascent Wealth Partners
New York
$1.6M -$8.91K -79 -0.6%
JA
284
JOYN Advisors
Georgia
$1.57M +$789 +7 +0.1%
TCM
285
Telos Capital Management
California
$1.57M -$64.8K -575 -4%
PA
286
PFG Advisors
Arizona
$1.55M +$1.41K +12 +0.1%
TRCT
287
Tower Research Capital (TRC)
New York
$1.53M -$4.69M -41,639 -75%
IP
288
Investment Partners
Ohio
$1.53M -$2.82K -25 -0.2%
BTS
289
BB&T Securities
Virginia
$1.5M -$6.39M -56,727 -81%
OC
290
Oppenheimer & Co
New York
$1.48M -$499K -4,428 -25%
BAM
291
Baldrige Asset Management
Pennsylvania
$1.46M +$1.46M +12,903 New
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$1.42M +$1.42M +12,600 New
HW
293
Hancock Whitney
Mississippi
$1.41M -$273K -2,422 -16%
GPWA
294
Great Point Wealth Advisors
Massachusetts
$1.41M – – –
CFGS
295
Concourse Financial Group Securities
Alabama
$1.41M -$3.06M -27,128 -68%
CIR
296
Clear Investment Research
Georgia
$1.4M -$44.2K -392 -3%
BWP
297
Bernardo Wealth Planning
Pennsylvania
$1.4M +$35.1K +311 +3%
SFS
298
Sowell Financial Services
Arkansas
$1.38M +$475K +4,209 +52%
MLICM
299
Metropolitan Life Insurance Company (MetLife)
New York
$1.38M +$169K +1,500 +14%
BRWM
300
B. Riley Wealth Management
Tennessee
$1.37M +$4.28K +38 +0.3%
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