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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 %
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$559K +$52.8K +468 +10%
FA
427
FDx Advisors
Illinois
$556K +$556K +4,936 New
DAS
428
Dynamic Advisor Solutions
Arizona
$555K +$113 +1 +0%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$549K -$23.8K -211 -4%
SDWMA
430
Schneider Downs Wealth Management Advisors
Pennsylvania
$545K -$59.3K -526 -10%
FHA
431
Flagship Harbor Advisors
Massachusetts
$542K -$7.54K -67 -1%
SBH
432
Segall Bryant & Hamill
Illinois
$538K – – –
MWPCG
433
Measured Wealth Private Client Group
New Hampshire
$519K +$62.2K +551 +14%
SPIA
434
Steward Partners Investment Advisory
New York
$517K -$2.53M -22,456 -83%
FNBOSM
435
First National Bank of South Miami
Florida
$517K -$10.4K -92 -2%
NDSI
436
Newman Dignan & Sheerar Inc
Rhode Island
$516K +$31.6K +280 +7%
AIM
437
Axiom Investment Management
New York
$513K +$513K +4,553 New
ZCA
438
Zeke Capital Advisors
Pennsylvania
$509K – – –
UIA
439
UBP Investment Advisors
Switzerland
$507K – – –
Truist Financial
440
Truist Financial
North Carolina
$506K +$92.8K +823 +22%
AI
441
Atria Investments
North Carolina
$504K -$7.89M -70,031 -94%
DADC
442
D.A. Davidson & Co
Montana
$503K -$338 -3 -0.1%
ACM
443
Armbruster Capital Management
New York
$502K – – –
CFD
444
Creative Financial Designs
Indiana
$502K +$411K +3,643 +449%
SQA
445
Simon Quick Advisors
New Jersey
$498K +$498K +4,413 New
FCBT
446
First Citizens Bank & Trust
North Carolina
$493K -$728K -6,450 -60%
SCI
447
S&CO Inc
Massachusetts
$490K – – –
MWM
448
Mission Wealth Management
California
$489K -$18.6K -165 -4%
JIR
449
James Investment Research
Ohio
$487K – – –
NL
450
NWAM LLC
Washington
$487K +$136K +1,210 +39%
16 17
18
19 20