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iShares S&P 500 Value ETF
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Overview Fund Activity

821 hedge funds and large institutions have $12B invested in iShares S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+109
Holders Change %
+15.31%
% of All Funds
16.21%
Holding in Top 10
79
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.44%
% of All Funds
1.56%
New
149
Increased
269
Reduced
240
Closed
33
Calls
$9.63M
Puts
$3.64M
Net Calls
+$5.99M
Net Calls Change
-$2.17M

Top Buyers

1
BlackRock
BlackRock
New York
$164M
2
JFA
Johanson Financial Advisors
California
$44.9M
3
US Bancorp
US Bancorp
Minnesota
$112M
4
Wells Fargo
Wells Fargo
California
$907M
5
Bank of America
Bank of America
North Carolina
$927M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
HNB
Huntington National Bank
Ohio
$65.6M
3
GI
Gradient Investments
Minnesota
$223K
4
Axa
Axa
France
$0
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
676
West Oak Capital
California
$225K -$13K -100 -5%
TWM
677
Titus Wealth Management
California
$225K – – –
GI
678
Gradient Investments
Minnesota
$223K -$52.3M -402,580 -100%
FNBOO
679
First National Bank of Omaha
Nebraska
$223K -$55.5K -427 -20%
WA
680
Waverly Advisors
Alabama
$222K – – –
MCM
681
Murphy Capital Management
New Jersey
$221K – – –
CFS
682
CRA Financial Services
New Jersey
$217K +$217K +1,670 New
VDI
683
Vaughan David Investments
Illinois
$216K -$13K -100 -6%
IFS
684
Ifrah Financial Services
Arkansas
$216K -$2.34K -18 -1%
LP
685
LGL Partners
Pennsylvania
$216K +$216K +1,661 New
TFGT
686
TS Financial Group (TSFG)
Illinois
$215K -$1.82K -14 -0.8%
WA1
687
Wimmer Associates 1
California
$215K +$215K +1,650 New
PS
688
Portfolio Strategies
New York
$215K +$215K +1,653 New
LSA
689
L & S Advisors
California
$213K +$213K +1,634 New
AL
690
Aspiriant LLC
California
$210K -$29.1K -224 -12%
BBHC
691
Brown Brothers Harriman & Co
New York
$209K +$7.04K +54 +3%
PA
692
Parkside Advisors
California
$208K -$162K -1,241 -44%
CG
693
Caprock Group
Idaho
$203K -$22.8K -175 -10%
AF
694
Alerus Financial
North Dakota
$203K +$203K +1,561 New
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$202K -$682K -5,261 -77%
GLA
696
Good Life Advisors
Pennsylvania
$200K +$200K +1,528 New
GEA
697
Glen Eagle Advisors
New Jersey
$196K +$79K +607 +67%
WCM
698
Wealthcare Capital Management
Virginia
$196K – – –
EW
699
Element Wealth
Mississippi
$194K +$194K +1,490 New
GAM
700
Gemmer Asset Management
California
$193K -$5.6K -43 -3%
26 27
28
29 30