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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 %
AWA
501
Acorn Wealth Advisors
Michigan
$370K -$17.8K -153 -5%
TW
502
Towerpoint Wealth
California
$368K -$2.25K -20 -0.6%
RG
503
Rikoon Group
New Mexico
$366K +$1.13K +10 +0.3%
RCA
504
Rex Capital Advisors
Rhode Island
$365K -$113K -999 -24%
SSB
505
Sandy Spring Bank
Maryland
$365K -$5.64K -50 -2%
EAM
506
Evanson Asset Management
California
$361K – – –
WAM
507
Wolverine Asset Management
Illinois
$361K +$238K +2,113 +194%
GCA
508
Gradient Capital Advisors
California
$360K – – –
CPSAC
509
Chas P. Smith & Associates (CPS)
Florida
$357K – – –
WT
510
Whittier Trust
California
$353K +$274K +2,433 +350%
SWM
511
SeaCrest Wealth Management
New York
$351K +$451 +4 +0.1%
TI
512
Truepoint Inc
Ohio
$344K – – –
SMFS
513
Squar Milner Financial Services
California
$339K +$281K +2,493 +481%
JGIA
514
Jackson Grant Investment Advisers
Connecticut
$335K +$1.92K +17 +0.6%
TFCP
515
Twin Focus Capital Partners
Massachusetts
$334K +$66.5K +590 +25%
BIM
516
Bridges Investment Management
Nebraska
$332K -$33.8K -300 -9%
LWM
517
Lenox Wealth Management
Ohio
$325K +$13.6K +121 +4%
HPWM
518
Highland Private Wealth Management
Washington
$324K – – –
PWA
519
Peterson Wealth Advisors
Utah
$322K -$3.37K -29 -1%
RMDI
520
R.M. Davis Inc
Maine
$319K +$319K +2,828 New
WF
521
Welch & Forbes
Massachusetts
$317K – – –
SWM
522
Stockman Wealth Management
Montana
$316K – – –
RWA
523
Ropes Wealth Advisors
Massachusetts
$314K -$8.46K -75 -3%
NAM
524
NTV Asset Management
West Virginia
$312K -$16.9K -150 -5%
CP
525
Covenant Partners
Tennessee
$309K – – –
19 20
21
22 23