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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$806M
2
HNB
2
Huntington National Bank
Ohio
$57.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.24B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.54M
5
TA
5
Townsend & Associates
Colorado
$278K
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$30.8M 74,872 -2,871 -4%
PWAG
52
Polaris Wealth Advisory Group
California
$29.7M 257,191 +8,974 +4%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$28.5M 239,261 -25,006 -9%
1IA
54
1834 Investment Advisors
Wisconsin
$28.4M 238,692 -1,388 -0.6%
HighTower Advisors
55
HighTower Advisors
Illinois
$28.1M 236,269 -6,832 -3%
KL
56
KWMG LLC
Kansas
$27.6M 231,415 +5,528 +2%
PI
57
PHH Investments
Texas
$25.8M 216,844 -3,194 -1%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$24.1M 202,172 -8,742 -4%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$23.6M 198,100 +15,012 +8%
AIP
60
Ameritas Investment Partners
Nebraska
$23.2M 194,519 +7,725 +4%
PA
61
Probity Advisors
Texas
$21.5M 180,867 +5,833 +3%
QIM
62
Quest Investment Management
Oregon
$21.4M 179,915 – –
WIA
63
World Investment Advisors
California
$21.2M 177,852 +175,635 +7,922%
NSIM
64
North Star Investment Management
Illinois
$21.2M 177,669 +5,076 +3%
LFS
65
Lutz Financial Services
Nebraska
$21M 176,155 -1,968 -1%
FA
66
FCG Advisors
New Jersey
$20.6M 173,281 +7,708 +5%
SPC
67
Sigma Planning Corp
Michigan
$20.1M 168,363 +60,693 +56%
CIM
68
Confluence Investment Management
Missouri
$19.5M 163,949 -2,716 -2%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$19.3M 162,126 -46 -0%
BS
70
Banco Santander
Spain
$18.7M 157,213 +71,603 +84%
PAG
71
Private Advisor Group
New Jersey
$18.6M 154,793 -8,840 -5%
RFC
72
Regions Financial Corp
Alabama
$17.9M 149,937 +7,534 +5%
MA
73
MUFG Americas
New York
$17.8M 149,612 -2,924 -2%
VC
74
Vicus Capital
Pennsylvania
$17.5M 146,686 +1,181 +0.8%
CG
75
Colony Group
Massachusetts
$17.3M 145,396 -218 -0.1%
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