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iShares S&P 500 Value ETF
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Overview Fund Activity

726 hedge funds and large institutions have $10.4B invested in iShares S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 239 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
15.79%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.5%
New
50
Increased
239
Reduced
270
Closed
39
Calls
$9.34M
Puts
$501K
Net Calls
+$8.84M
Net Calls Change
+$4.46M

Top Buyers

1
TA
1
Townsend & Associates
Colorado
$23.3M
2
Wells Fargo
2
Wells Fargo
California
$864M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.25B
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$567M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$57M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$806M
3
Goldman Sachs
3
Goldman Sachs
New York
$294M
4
COI
4
Connable Office Inc
Michigan
$0
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFBOT
26
Home Federal Bank of Tennessee
Tennessee
$59M +$1.1M +9,407 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$57M -$6.72M -57,689 -11%
HNB
28
Huntington National Bank
Ohio
$57M -$53.7M – –
MMA
29
Miracle Mile Advisors
California
$55.9M +$280K +2,405 +0.5%
GI
30
Gradient Investments
Minnesota
$54.7M +$10.5M +90,052 +24%
KeyBank National Association
31
KeyBank National Association
Ohio
$54.1M -$79.5K -682 -0.1%
BlackRock
32
BlackRock
New York
$53.8M -$9.46M -81,186 -15%
SL
33
Salomon & Ludwin
Virginia
$52.8M +$1.12M +9,602 +2%
Axa
34
Axa
France
$47.8M -$221K -1,900 -0.5%
FHB
35
First Hawaiian Bank
Hawaii
$47.7M -$1.5M -12,888 -3%
Mariner
36
Mariner
Kansas
$47.1M +$10.5M +90,287 +29%
UCFA
37
United Capital Financial Advisors
Texas
$43.8M +$351K +3,015 +0.8%
ANB
38
Amarillo National Bank
Texas
$41.5M -$1.28M -10,964 -3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$39.1M -$10.8K -93 -0%
PFM
40
Phillips Financial Management
Indiana
$38.8M +$473K +4,025 +1%
BAAM
41
Baker Avenue Asset Management
California
$37.5M +$1.55M +13,329 +4%
EA
42
Efficient Advisors
Ohio
$37M -$1.92M -16,430 -5%
LI
43
LVZ Inc
Michigan
$36M -$196K -1,848 -0.5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$35.9M +$1.36M +11,628 +4%
CC
45
Courier Capital
New York
$35.3M +$481K +4,125 +1%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$33.1M -$846K -7,261 -2%
GT
47
Greenleaf Trust
Michigan
$30.9M -$30.1K -258 -0.1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$30.8M -$401K -3,442 -1%
MCM
49
MAI Capital Management
Ohio
$30M +$2.25M +19,260 +8%
PWAG
50
Polaris Wealth Advisory Group
California
$29.2M -$441K -3,753 -1%
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