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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 %
LNC
376
Lincoln National Corp
Pennsylvania
$780K +$164K +1,455 +27%
BPWA
377
Beacon Pointe Wealth Advisors
California
$763K +$111K +986 +17%
LYV
378
Live Your Vision
Pennsylvania
$756K – – –
OIA
379
OneDigital Investment Advisors
Kansas
$740K +$68.5K +591 +10%
IIC
380
Integrated Investment Consultants
Michigan
$720K -$31.2K -277 -4%
TIM
381
Thompson Investment Management
Wisconsin
$719K +$27.7K +246 +4%
HSA
382
HBK Sorce Advisory
Pennsylvania
$718K -$1.73M -15,344 -71%
CA
383
Crewe Advisors
Utah
$716K – – –
GG
384
Gofen & Glossberg
Illinois
$711K +$18K +160 +3%
Renaissance Technologies
385
Renaissance Technologies
New York
$710K -$496K -4,400 -41%
FMTC
386
Farmers & Merchants Trust Company
California
$709K – – –
SAM
387
Summit Asset Management
Tennessee
$692K – – –
LFG
388
Larson Financial Group
Missouri
$692K +$17.4K +154 +3%
SG
389
StoneX Group
New York
$682K +$4.85K +43 +0.7%
CDIA
390
Capital Directions Investment Advisors
Georgia
$680K – – –
JIC
391
Johnson Investment Counsel
Ohio
$679K -$1.71M -15,181 -72%
CPIG
392
Chicago Partners Investment Group
Illinois
$678K -$276K -2,371 -29%
TIA
393
Tiemann Investment Advisors
California
$672K +$14.4K +128 +2%
BFG
394
Barber Financial Group
Kansas
$671K +$671K +5,954 New
CWM
395
Confluence Wealth Management
Oregon
$670K – – –
LWAC
396
Laurel Wealth Advisors (California)
California
$661K – – –
NEPWA
397
New England Private Wealth Advisors
Massachusetts
$655K +$3.26K +29 +0.5%
AIS
398
American Investment Services
Massachusetts
$646K -$7.32K -65 -1%
WIC
399
Whitegate Investment Counselors
New Hampshire
$630K -$26K -231 -4%
SCA
400
Snowden Capital Advisors
New York
$628K -$2.25M -19,934 -78%
14 15
16
17 18