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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
BlackRock
New York
+$94.6M
2
JFA
Johanson Financial Advisors
California
+$44.5M
3
US Bancorp
US Bancorp
Minnesota
+$37.1M
4
Wells Fargo
Wells Fargo
California
+$27.4M
5
Bank of America
Bank of America
North Carolina
+$23.2M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$140M
2
HNB
Huntington National Bank
Ohio
-$57.2M
3
GI
Gradient Investments
Minnesota
-$52.3M
4
Axa
Axa
France
-$40.1M
5
CS
Credit Suisse
Switzerland
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
501
NTV Asset Management
West Virginia
$572K +$65K +500 +13%
SCI
502
S&CO Inc
Massachusetts
$566K – – –
TWM
503
Torch Wealth Management
Ohio
$566K – – –
FNBOSM
504
First National Bank of South Miami
Florida
$561K -$10.9K -84 -2%
SBWM
505
Sunflower Bank Wealth Management
Arizona
$558K – – –
ACM
506
Armbruster Capital Management
New York
$556K – – –
RIS
507
Retirement Income Solutions
Michigan
$556K +$91K +700 +20%
ACI
508
Alpha Cubed Investments
California
$548K -$39.4K -303 -7%
MWM
509
Mission Wealth Management
California
$546K – – –
PAS
510
Partnervest Advisory Services
California
$546K +$546K +4,197 New
CFD
511
Creative Financial Designs
Indiana
$543K -$6.66K -51 -1%
CCM
512
Condor Capital Management
New Jersey
$543K -$5.2K -40 -0.9%
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
$542K -$30.2K -233 -5%
CS
514
Capital Square
Tennessee
$540K +$540K +4,154 New
OWD
515
Osborn Williams & Donohoe
Ohio
$538K -$26K -200 -5%
SFPM
516
Sensible Financial Planning & Management
Massachusetts
$538K -$1.04K -8 -0.2%
FC
517
Ferris Capital
Massachusetts
$538K – – –
CP
518
Covenant Partners
Tennessee
$536K +$180K +1,382 +50%
MBT
519
Montecito Bank & Trust
California
$535K -$10.8K -83 -2%
EAM
520
Evanson Asset Management
California
$530K -$9.75K -75 -2%
CA
521
Commerzbank Aktiengesellschaft
Germany
$528K – – –
CPO
522
Cerity Partners OCIO
New York
$527K -$13.1K -101 -2%
FAT
523
First American Trust
California
$525K +$525K +4,033 New
CWS
524
Cypress Wealth Services
California
$522K +$26.7K +205 +5%
CCM
525
Coldstream Capital Management
Washington
$516K +$5.85K +45 +1%
19 20
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