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iShares S&P 500 Value ETF
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Overview Fund Activity

821 hedge funds and large institutions have $12B invested in iShares S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+109
Holders Change %
+15.31%
% of All Funds
16.21%
Holding in Top 10
79
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.44%
% of All Funds
1.56%
New
149
Increased
269
Reduced
240
Closed
33
Calls
$9.63M
Puts
$3.64M
Net Calls
+$5.99M
Net Calls Change
-$2.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$164M
2
JFA
2
Johanson Financial Advisors
California
$44.9M
3
US Bancorp
3
US Bancorp
Minnesota
$112M
4
Wells Fargo
4
Wells Fargo
California
$907M
5
Bank of America
5
Bank of America
North Carolina
$927M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
HNB
2
Huntington National Bank
Ohio
$65.6M
3
GI
3
Gradient Investments
Minnesota
$223K
4
Axa
4
Axa
France
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$68.6M +$5.61M +43,151 +9%
HFBOT
27
Home Federal Bank of Tennessee
Tennessee
$66.8M -$60.4K -464 -0.1%
HNB
28
Huntington National Bank
Ohio
$65.6M -$57.2M – –
Mariner
29
Mariner
Kansas
$62.1M +$3.34M +25,708 +6%
SL
30
Salomon & Ludwin
Virginia
$55.3M -$2.91M -22,339 -5%
KeyBank National Association
31
KeyBank National Association
Ohio
$52.3M -$2.02M -15,564 -4%
FHB
32
First Hawaiian Bank
Hawaii
$51.7M -$449K -3,450 -0.9%
MMA
33
Miracle Mile Advisors
California
$51.4M -$2.56M -19,659 -5%
EH
34
Equitable Holdings
New York
$50.4M +$50.4M +387,271 New
ANB
35
Amarillo National Bank
Texas
$50M +$120K +922 +0.2%
UCFA
36
United Capital Financial Advisors
Texas
$46.8M -$955K -7,340 -2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$45.9M +$965K +7,415 +2%
JFA
38
Johanson Financial Advisors
California
$44.9M +$44.5M +5,794,415 +13,107%
PFM
39
Phillips Financial Management
Indiana
$44.3M +$550K +4,231 +1%
LI
40
LVZ Inc
Michigan
$42.3M +$1.01M +7,758 +2%
CC
41
Courier Capital
New York
$39.8M +$51.5K +395 +0.1%
BAAM
42
Baker Avenue Asset Management
California
$39.7M -$2.22M -17,068 -5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$39.7M +$8.61M +66,216 +28%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$38.5M +$1.92M +14,768 +5%
MCM
45
MAI Capital Management
Ohio
$36.6M +$456K +3,504 +1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$34.4M -$3.12M -24,015 -8%
GT
47
Greenleaf Trust
Michigan
$34M -$106K -811 -0.3%
PWAG
48
Polaris Wealth Advisory Group
California
$33.9M +$67.2K +511 +0.2%
EA
49
Efficient Advisors
Ohio
$33.1M -$3.2M -24,598 -9%
HighTower Advisors
50
HighTower Advisors
Illinois
$29.8M -$906K -6,965 -3%
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