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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
576
Wealthcare Capital Management
Virginia
$228K +$11.8K +104 +5%
PAG
577
Pinnacle Advisory Group
Maryland
$228K +$228K +2,018 New
WIA
578
World Investment Advisors
California
$227K -$26.3M -233,751 -99%
AA
579
Ancora Advisors
Ohio
$226K -$41.1K -365 -15%
IA
580
IFP Advisors
Florida
$225K -$5.45M -48,791 -96%
HCIA
581
Hochman Cole Investment Advisors
Illinois
$225K – – –
KIA
582
KCM Investment Advisors
California
$225K – – –
XS
583
XR Securities
Illinois
$224K +$224K +1,991 New
KF
584
Krilogy Financial
Missouri
$221K +$11.5K +102 +6%
WOC
585
West Oak Capital
California
$218K -$67.8K -600 -24%
KA
586
Klingman & Associates
New York
$218K +$218K +1,930 New
OC
587
Oarsman Capital
Wisconsin
$214K +$214K +1,900 New
NEIRG
588
New England Investment & Retirement Group
Massachusetts
$214K +$214K +1,902 New
MCM
589
Manchester Capital Management
Vermont
$213K -$22.6K -200 -10%
CTB
590
Country Trust Bank
Illinois
$212K – – –
CB
591
Chemical Bank
Michigan
$212K +$212K +1,877 New
AL
592
Aspiriant LLC
California
$208K -$320K -2,825 -61%
GIA
593
Guyasuta Investment Advisors
Pennsylvania
$208K +$208K +1,842 New
FNT
594
First National Trust
Pennsylvania
$208K +$208K +1,844 New
FIB
595
First Interstate Bank
Montana
$207K -$28.2K -250 -12%
ONST
596
Old North State Trust
North Carolina
$207K – – –
WA
597
Wealth Architects
California
$205K +$205K +1,820 New
TL
598
TrueWealth LLC
Georgia
$202K -$182K – –
Deutsche Bank
599
Deutsche Bank
Germany
$202K +$56.9K +507 +39%
GLA
600
Good Life Advisors
Pennsylvania
$200K -$70.8K -634 -26%
22 23
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