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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 %
FMBTD
401
First Midwest Bank Trust Division
Illinois
$626K -$4.12M -36,609 -87%
FNBTCON
402
First National Bank & Trust Co of Newtown
Pennsylvania
$625K -$167K -1,485 -21%
WEC
403
Winslow Evans & Crocker
Massachusetts
$624K +$221K +1,956 +55%
OWD
404
Osborn Williams & Donohoe
Ohio
$622K – – –
FCI
405
Financial Counselors Inc
Kansas
$617K +$47.9K +425 +8%
BFO
406
Boston Family Office
Massachusetts
$613K – – –
PL
407
Plancorp LLC
Missouri
$604K -$186K -1,649 -24%
CB
408
Community Bank
New York
$604K +$2.25K +20 +0.4%
GRP
409
Global Retirement Partners
California
$600K -$309K -2,744 -34%
RIA
410
Regal Investment Advisors
Michigan
$600K +$183K +1,623 +44%
NA
411
NewEdge Advisors
Louisiana
$595K -$2.03M -18,007 -77%
PP
412
PagnatoKarp Partners
Virginia
$595K -$125K -1,109 -17%
PAMG
413
Patton Albertson Miller Group
Tennessee
$592K – – –
LWANC
414
Laurel Wealth Advisors (North Carolina)
North Carolina
$591K +$36.9K +327 +7%
Cerity Partners
415
Cerity Partners
New York
$591K +$51.4K +456 +10%
BS
416
Boenning & Scattergood
Pennsylvania
$588K +$206K +1,826 +54%
KPCM
417
Kings Point Capital Management
New York
$586K -$1.8K -16 -0.3%
TFO
418
Tarbox Family Office
California
$586K – – –
Bessemer Group
419
Bessemer Group
New Jersey
$586K +$406K +3,601 +225%
HCC
420
Hirtle Callaghan & Co
Pennsylvania
$582K – – –
BDF
421
Balasa Dinverno & Foltz
$578K -$81K -718 -12%
CCP
422
Corient Capital Partners
California
$565K – – –
OPA
423
Old Port Advisors
Maine
$565K +$451 +4 +0.1%
PA
424
Prism Advisors
California
$561K -$33.6K -298 -6%
VFA
425
Valeo Financial Advisors
Indiana
$561K – – –
15 16
17
18 19