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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 %
JHCP
326
Jackson Hole Capital Partners
Oklahoma
$1.16M +$61.5K +545 +6%
KP
327
Keel Point
Alabama
$1.15M +$244K +2,164 +27%
APA
328
American Portfolios Advisors
New York
$1.14M +$441K +3,916 +64%
AWA
329
Alaska Wealth Advisors
Alaska
$1.12M – – –
APCM
330
Alaska Permanent Capital Management
Alaska
$1.12M +$1.12M +9,954 New
BCA
331
Bay Colony Advisors
Massachusetts
$1.11M -$44.9K -401 -4%
BA
332
Bristlecone Advisors
Washington
$1.1M -$54.5K -483 -5%
LFG
333
LifePlan Financial Group
Ohio
$1.1M – – –
AAS
334
Avantax Advisory Services
Texas
$1.09M -$314K -2,783 -22%
ECM
335
ETrade Capital Management
Virginia
$1.08M -$2.71K -24 -0.3%
BCWM
336
Blue Chip Wealth Management
Florida
$1.07M +$33.7K +299 +3%
KBFS
337
Kohmann Bosshard Financial Services
Ohio
$1.07M – – –
ABC
338
Associated Banc-Corp
Wisconsin
$1.07M +$446K +3,958 +72%
CL
339
Choreo LLC
Illinois
$1.06M -$458K -4,061 -30%
Prudential Financial
340
Prudential Financial
New Jersey
$1.05M -$389K -3,453 -27%
CIAS
341
Capital Investment Advisory Services
North Carolina
$1.03M -$21.3K -189 -2%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$1.03M +$2.82K +25 +0.3%
WI
343
Wintrust Investments
Illinois
$1.02M -$741K -6,572 -42%
KA
344
Kovack Advisors
Florida
$1.02M +$72.5K +643 +8%
BP
345
Ballentine Partners
Massachusetts
$1.02M -$4.51K -40 -0.4%
CWM
346
Connecticut Wealth Management
Connecticut
$1.02M -$554K -4,913 -35%
HA
347
Harborview Advisors
Maine
$1.02M -$56.7K -503 -5%
APSP
348
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.01M -$86.4K -766 -8%
ACM
349
Azimuth Capital Management
Michigan
$999K -$47.4K -420 -5%
CAC
350
Certified Advisory Corp
Florida
$996K +$38.7K +343 +4%
12 13
14
15 16