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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.

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

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
HNB
2
Huntington National Bank
Ohio
$65.6M
3
GI
3
Gradient Investments
Minnesota
$223K
4
Axa
4
Axa
France
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
51
KWMG LLC
Kansas
$29M -$1.13M -8,681 -4%
1IA
52
1834 Investment Advisors
Wisconsin
$28.8M -$2.24M -17,214 -7%
PI
53
PHH Investments
Texas
$28.1M -$149K -1,149 -0.5%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$26.9M +$634K +4,872 +2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$25.8M +$13.3K +102 +0.1%
AIP
56
Ameritas Investment Partners
Nebraska
$24.8M -$537K -4,130 -2%
SPC
57
Sigma Planning Corp
Michigan
$24.6M +$2.68M +20,630 +12%
UB
58
UMB Bank
Missouri
$24.5M -$767K -5,896 -3%
PA
59
Probity Advisors
Texas
$24.4M +$824K +6,334 +4%
FA
60
FCG Advisors
New Jersey
$23.4M +$904K +6,948 +4%
QIM
61
Quest Investment Management
Oregon
$23.4M – – –
NSIM
62
North Star Investment Management
Illinois
$23.2M +$78.7K +605 +0.3%
LFS
63
Lutz Financial Services
Nebraska
$22.5M -$461K -3,542 -2%
LL
64
LPWM LLC
Minnesota
$22.3M +$22.3M +171,274 New
MA
65
MUFG Americas
New York
$21M +$1.49M +11,442 +8%
TPWA
66
TRUE Private Wealth Advisors
Oregon
$20.9M -$194K -1,491 -0.9%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$20.8M +$5.81M +44,628 +39%
MML Investors Services
68
MML Investors Services
Massachusetts
$20.7M +$4.84M +37,210 +31%
PAG
69
Private Advisor Group
New Jersey
$20.1M -$39.5K -304 -0.2%
Financial Engines Advisors
70
Financial Engines Advisors
California
$20M +$1.16M +8,886 +6%
RFC
71
Regions Financial Corp
Alabama
$19.8M +$299K +2,295 +2%
VC
72
Vicus Capital
Pennsylvania
$19.7M +$662K +5,087 +3%
FCC
73
Florin Court Capital
United Kingdom
$19.6M +$14.6M +112,500 +295%
CIM
74
Confluence Investment Management
Missouri
$19.4M +$317K +2,716 +2%
TPCW
75
TD Private Client Wealth
New York
$19M +$19M +146,372 New
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3
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