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iShares S&P 500 Value ETF
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Overview Fund Activity

726 hedge funds and large institutions have $10.4B invested in iShares S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 239 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
15.79%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.5%
New
50
Increased
239
Reduced
270
Closed
39
Calls
$9.34M
Puts
$501K
Net Calls
+$8.84M
Net Calls Change
+$4.46M

Top Buyers

1
TA
Townsend & Associates
Colorado
+$23.3M
2
Wells Fargo
Wells Fargo
California
+$18.9M
3
Morgan Stanley
Morgan Stanley
New York
+$17.3M
4
HighTower Advisors
HighTower Advisors
Illinois
+$13.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$53.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$38.7M
3
Goldman Sachs
Goldman Sachs
New York
-$30.9M
4
COI
Connable Office Inc
Michigan
-$13.5M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGFA
276
Colton Groome Financial Advisors
North Carolina
$1.68M +$1.68M +14,448 New
AWP
277
Ascent Wealth Partners
New York
$1.68M +$21.4K +184 +1%
HB
278
Homrich & Berg
Georgia
$1.67M +$362K +3,104 +28%
GWA
279
Guidant Wealth Advisors
Illinois
$1.67M -$28K -240 -2%
CBU
280
CIBC Bank USA
Illinois
$1.67M – – –
TCM
281
Telos Capital Management
California
$1.65M +$26.3K +226 +2%
CCM
282
Cribstone Capital Management
Maine
$1.64M -$813K -6,979 -33%
PWS
283
Paragon Wealth Strategies
Florida
$1.61M -$307K -2,635 -16%
IP
284
Investment Partners
Ohio
$1.61M +$28K +240 +2%
MMHP
285
Murphy Middleton Hinkle & Parker
Georgia
$1.6M -$104K -896 -6%
PA
286
PFG Advisors
Arizona
$1.58M -$120 -1 -0%
BOS
287
Bingham Osborn & Scarborough
California
$1.57M +$369K +3,162 +31%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$1.51M +$44.6K +383 +3%
CC
289
Cadinha & Co
Hawaii
$1.49M -$222K -1,902 -13%
BWP
290
Bernardo Wealth Planning
Pennsylvania
$1.47M +$21.6K +185 +1%
GPWA
291
Great Point Wealth Advisors
Massachusetts
$1.46M – – –
BRWA
292
B. Riley Wealth Advisors
Florida
$1.46M +$215K +1,844 +17%
BTS
293
BB&T Securities
Virginia
$1.44M -$115K -987 -7%
Jane Street
294
Jane Street
New York
$1.43M -$1.8M -15,452 -56%
JA
295
JOYN Advisors
Georgia
$1.43M -$136K -1,203 -9%
Millennium Management
296
Millennium Management
New York
$1.4M -$2.47M -21,230 -64%
EWA
297
EP Wealth Advisors
California
$1.38M +$3.5K +30 +0.3%
EIA
298
Eldridge Investment Advisors
New Hampshire
$1.38M +$37.7K +323 +3%
MSA
299
Marino Stram & Associates
Massachusetts
$1.37M +$71.2K +611 +5%
PWAP
300
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.37M +$108K +931 +9%
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