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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 %
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$188K +$64.7K +496 +52%
FCMT
702
Founders Capital Management (Texas)
Texas
$186K -$19.5K -150 -9%
DSC
703
Duncker Streett & Co
Missouri
$182K +$182K +1,395 New
CAL
704
Capital Advisors Ltd
Ohio
$173K -$1.3M -10,032 -88%
SIAS
705
Shine Investment Advisory Services
Colorado
$173K +$68.9K +529 +66%
CFG
706
Capstone Financial Group
Oklahoma
$173K +$173K +1,326 New
HR
707
Howe & Rusling
New York
$152K – – –
CFFP
708
Center for Financial Planning
Michigan
$150K +$150K +1,151 New
KPW
709
Kore Private Wealth
New York
$149K +$149K +1,142 New
LGWM
710
Litman Gregory Wealth Management
California
$148K +$1.3K +10 +0.9%
TF
711
Tompkins Financial
New York
$145K – – –
JSC
712
Jackson Square Capital
California
$143K +$143K +1,097 New
AWM
713
Atticus Wealth Management
Florida
$141K +$141K +1,083 New
JWA
714
JFS Wealth Advisors
Pennsylvania
$139K – – –
WCG
715
Weaver Consulting Group
California
$133K – – –
BCA
716
Berman Capital Advisors
Georgia
$130K – – –
MF
717
Manchester Financial
California
$130K +$130K +1,000 New
LB
718
Legacy Bridge
Iowa
$123K – – –
BWM
719
BerganKDV Wealth Management
Minnesota
$118K +$39.2K +302 +50%
CAAS
720
Capital Asset Advisory Services
Michigan
$109K +$109K +831 New
CHA
721
Carmichael Hill & Associates
Maryland
$109K +$109K +839 New
CCA
722
Column Capital Advisors
Indiana
$107K +$107K +827 New
LWM
723
Liberty Wealth Management
California
$103K +$1.31K +10 +1%
MWM
724
Maltin Wealth Management
New Jersey
$101K +$101K +773 New
BA
725
Ballast Advisors
Minnesota
$100K +$100K +766 New
27 28
29
30 31