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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 %
WCM
526
WealthBridge Capital Management
Ohio
$309K – – –
BFA
527
Beaumont Financial Advisors
Massachusetts
$302K – – –
QCG
528
Quadrant Capital Group
Ohio
$300K – – –
VDI
529
Vaughan David Investments
Illinois
$300K +$10.2K +90 +4%
SDAM
530
Shulman DeMeo Asset Management
New York
$300K +$300K +2,657 New
SYBT
531
Stock Yards Bank & Trust
Kentucky
$299K – – –
HR
532
Hayden Royal
North Carolina
$298K -$326K -2,895 -52%
AF
533
Arrow Financial
New York
$298K -$172K -1,526 -37%
CA
534
Claro Advisors
Massachusetts
$298K +$36.4K +323 +14%
NFG
535
Next Financial Group
Texas
$297K -$3.45M -30,603 -92%
MFG
536
Magnus Financial Group
New York
$297K +$297K +2,632 New
NFH
537
NEXT Financial Holdings
Texas
$297K +$297K +2,635 New
PWPS
538
Pinnacle Wealth Planning Services
Ohio
$296K -$2.94M -26,038 -91%
MC
539
Mathes Company
New York
$293K – – –
CCMD
540
Cypress Capital Management (Delaware)
Delaware
$284K – – –
CAI
541
Capital Advisors Inc
Oklahoma
$283K -$202K -1,795 -42%
CTC
542
Central Trust Company
Missouri
$283K -$28.9K -257 -9%
DY
543
Dowling & Yahnke
California
$283K +$4.73K +42 +2%
VWM
544
Valley Wealth Managers
New Jersey
$277K +$277K +2,458 New
WA
545
WBH Advisory
Maryland
$276K – – –
CWM
546
Chesapeake Wealth Management
Virginia
$273K +$7.32K +65 +3%
FDS
547
Freedom Day Solutions
Texas
$269K +$16.6K +147 +7%
WSFS
548
Wilmington Savings Fund Society
Delaware
$268K -$23.4K -208 -8%
HIIFS
549
Harel Insurance Investments & Financial Services
Israel
$267K – – –
PWM
550
Perigon Wealth Management
California
$267K +$29K +250 +12%
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