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iShares S&P 500 Value ETF
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Overview Fund Activity

712 hedge funds and large institutions have $10.7B invested in iShares S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 219 increasing their positions, 260 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-14
Holders Change %
-1.93%
% of All Funds
15.64%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.41%
New
46
Increased
219
Reduced
260
Closed
54
Calls
$10M
Puts
$1.85M
Net Calls
+$8.16M
Net Calls Change
-$680K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$682M
2
Stifel Financial
Stifel Financial
Missouri
$393M
3
Bank of America
Bank of America
North Carolina
$828M
4
WIA
World Investment Advisors
California
$21.2M
5
LPL Financial
LPL Financial
California
$303M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$806M
2
HNB
Huntington National Bank
Ohio
$57.2M
3
Morgan Stanley
Morgan Stanley
New York
$1.24B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.54M
5
TA
Townsend & Associates
Colorado
$278K
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
626
Tompkins Financial
New York
$132K – – –
JWA
627
JFS Wealth Advisors
Pennsylvania
$127K +$54K +453 +74%
SB
628
Strategic Blueprint
Georgia
$124K +$124K +1,042 New
BCA
629
Berman Capital Advisors
Georgia
$119K – – –
WAP
630
Wealthcare Advisory Partners
Pennsylvania
$113K +$119 +1 +0.1%
LB
631
Legacy Bridge
Iowa
$112K – – –
GEA
632
Glen Eagle Advisors
New Jersey
$108K +$38K +319 +55%
First Manhattan
633
First Manhattan
New York
$102K – – –
GSWM
634
Golden State Wealth Management
California
$96K – – –
SIAS
635
Shine Investment Advisory Services
Colorado
$95K – – –
LWM
636
Liberty Wealth Management
California
$93K -$6.34K -53 -6%
HPC
637
HM Payson & Co
Maine
$87K – – –
CIM
638
Contravisory Investment Management
Massachusetts
$85K +$85K +713 New
RFWA
639
RPg Family Wealth Advisory
Massachusetts
$78K – – –
OIA
640
Optimum Investment Advisors
Illinois
$77K – – –
BWM
641
BerganKDV Wealth Management
Minnesota
$72K – – –
POIA
642
Pin Oak Investment Advisors
Texas
$72K – – –
CIA
643
Cascade Investment Advisors
Oregon
$71.5K – – –
GWS
644
Glassman Wealth Services
Virginia
$70K – – –
NCM
645
Next Capital Management
New York
$63K – – –
VCM
646
Vigilant Capital Management
Maine
$59K – – –
PMFA
647
Plante Moran Financial Advisors
Michigan
$59K – – –
TWA
648
TCI Wealth Advisors
Arizona
$58K +$7.21K +60 +14%
PAI
649
Pittenger & Anderson Inc
Nebraska
$57K -$3K -25 -5%
CCMIC
650
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$57K +$57K +475 New
24 25
26
27 28