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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 %
AOWM
651
Alpha Omega Wealth Management
Virginia
$47K – – –
TCOV
652
Trust Company of Vermont
Vermont
$46K – – –
FNB
653
Farmers National Bank
Kentucky
$45K +$45K +400 New
LFA
654
Legacy Financial Advisors
Kentucky
$44K -$193K -1,708 -81%
SBL
655
Sargent Bickham Lagudis
Colorado
$39K +$113 +1 +0.3%
OFW
656
Omnia Family Wealth
Florida
$36K – – –
FPS
657
Fieldpoint Private Securities
Connecticut
$34K – – –
FFW
658
Fusion Family Wealth
New York
$33K – – –
ESB
659
Essex Savings Bank
Connecticut
$33K – – –
LHC
660
Little House Capital
Massachusetts
$33K +$33K +300 New
CG
661
Cutler Group
California
$33K +$33K +300 New
MA
662
MCF Advisors
Kentucky
$31K – – –
JFA
663
JNBA Financial Advisors
Minnesota
$29K -$3.5K -31 -11%
BWL
664
Bogart Wealth LLC
Virginia
$29K -$2.76K -25 -9%
IWMA
665
Ironwood Wealth Management (Arizona)
Arizona
$28K – – –
CI
666
CX Institutional
Indiana
$26K -$2.65M -23,231 -99%
FCB
667
First Command Bank
Texas
$26K – – –
FCFS
668
First Command Financial Services
Texas
$26K – – –
QCIG
669
Quad-Cities Investment Group
Iowa
$26K +$24.4K +219 +1,564%
TCM
670
TD Capital Management
Tennessee
$25K -$3.9K -34 -13%
AIC
671
Archer Investment Corporation
Indiana
$25K – – –
KFS
672
Kelly Financial Services
Massachusetts
$24.2K +$24.2K +215 New
FWM
673
Focused Wealth Management
New York
$24K – – –
CIM
674
Cambria Investment Management
California
$24K +$24K +1 New
CFA
675
Camarda Financial Advisors
Florida
$23K -$241K -2,094 -91%
25 26
27
28 29