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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 %
YWP
626
YorkBridge Wealth Partners
New York
$93K -$10.3K -92 -10%
GSWM
627
Golden State Wealth Management
California
$91K +$91K +803 New
SIAS
628
Shine Investment Advisory Services
Colorado
$90K – – –
CAM
629
Cresset Asset Management
Illinois
$77K – – –
First Manhattan
630
First Manhattan
New York
$77K – – –
CMO
631
Covenant Multifamily Offices
Texas
$77K +$77K +679 New
PFO
632
Pathstone Family Office
New Jersey
$76K +$76K +677 New
SFSIG
633
San Francisco Sentry Investment Group
California
$71K – – –
JWA
634
JFS Wealth Advisors
Pennsylvania
$69K – – –
POIA
635
Pin Oak Investment Advisors
Texas
$68K -$11.2K -100 -14%
BWM
636
BerganKDV Wealth Management
Minnesota
$68K – – –
HR
637
Howe & Rusling
New York
$68K +$68K +604 New
CIA
638
Cascade Investment Advisors
Oregon
$67.6K – – –
MIFH
639
Migdal Insurance & Financial Holdings
Israel
$63K -$237K -2,091 -79%
NCM
640
Next Capital Management
New York
$60K – – –
BBA
641
Braun-Bostich & Associates
Pennsylvania
$57K -$109K -974 -66%
PAI
642
Pittenger & Anderson Inc
Nebraska
$56K – – –
PMFA
643
Plante Moran Financial Advisors
Michigan
$56K – – –
BC
644
Barnett & Company
Tennessee
$56K – – –
SWP
645
Strategic Wealth Partners
Ohio
$55K – – –
IC
646
Inscription Capital
Texas
$53K – – –
PFGIA
647
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$51.3K +451 +3,007%
ME
648
McIlrath & Eck
Washington
$50K -$4.52K -40 -8%
RFA
649
Reilly Financial Advisors
California
$48K – – –
TWA
650
TCI Wealth Advisors
Arizona
$48K – – –
24 25
26
27 28