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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 %
MAFM
301
Mid Atlantic Financial Management
Pennsylvania
$1.34M -$1.19M -10,572 -47%
EWA
302
EP Wealth Advisors
California
$1.33M -$25.8K -229 -2%
MAS
303
Managed Account Services
Florida
$1.32M -$6.15K -53 -0.5%
William Blair & Company
304
William Blair & Company
Illinois
$1.31M +$376K +3,335 +40%
HA
305
Hamel Associates
New Jersey
$1.3M -$686K -6,081 -35%
EIA
306
Eldridge Investment Advisors
New Hampshire
$1.3M +$28.9K +256 +2%
N
307
Natixis
France
$1.29M – – –
AW
308
ACG Wealth
Georgia
$1.28M +$13.6K +121 +1%
PIMG
309
Patriot Investment Management Group
Tennessee
$1.28M +$1.28M +11,311 New
HB
310
Homrich & Berg
Georgia
$1.27M – – –
MG
311
Mather Group
Illinois
$1.27M -$15.8K -140 -1%
MSA
312
Marino Stram & Associates
Massachusetts
$1.26M -$120K -1,067 -9%
MFW
313
Meristem Family Wealth
Minnesota
$1.25M – – –
RBC
314
Roble Belko & Company
Pennsylvania
$1.23M – – –
BAC
315
Boys Arnold & Co
North Carolina
$1.22M +$72.7K +645 +6%
PWAP
316
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M +$165K +1,460 +16%
TFF
317
The Family Firm
Maryland
$1.21M +$5.19K +46 +0.4%
BRWA
318
B. Riley Wealth Advisors
Florida
$1.21M -$228K -2,018 -16%
BWA
319
BlueSky Wealth Advisors
North Carolina
$1.2M +$22.8K +198 +2%
MIAN
320
Mariner Independent Advisor Network
Kansas
$1.19M -$844K -7,410 -42%
CW
321
Cobiz Wealth
Colorado
$1.17M -$79K -701 -6%
BOS
322
Bingham Osborn & Scarborough
California
$1.17M +$204K +1,809 +21%
TWP
323
Total Wealth Planning
Ohio
$1.16M -$22.4K -199 -2%
IWC
324
Integrated Wealth Concepts
Massachusetts
$1.16M +$134K +1,191 +13%
DCM
325
Dimension Capital Management
Florida
$1.16M – – –
11 12
13
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