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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.

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$806M
2
HNB
Huntington National Bank
Ohio
$57.2M
3
Morgan Stanley
Morgan Stanley
New York
$1.24B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.54M
5
TA
Townsend & Associates
Colorado
$278K
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
726
United Services Automobile Association
Texas
– -$860K -7,377 Closed
FA
727
FDx Advisors
Illinois
– -$556K -4,767 Closed
FPCP
728
Fort Point Capital Partners
California
– -$509K -4,367 Closed
CF
729
Centaurus Financial
California
– -$436K -3,737 Closed
PPA
730
Parametric Portfolio Associates
Washington
– -$390K -3,342 Closed
OC
731
Oakworth Capital
Alabama
– -$388K -3,327 Closed
SLWS
732
Swaine & Leidel Wealth Services
Florida
– -$380K -3,258 Closed
AFNAS
733
American Financial Network Advisory Services
California
– -$361K -3,121 Closed
PAS
734
Partnervest Advisory Services
California
– -$339K -2,908 Closed
WAM
735
Wolverine Asset Management
Illinois
– -$332K -2,851 Closed
SC
736
Slow Capital
California
– -$309K -2,654 Closed
CBFP
737
Cedar Brook Financial Partners
Ohio
– -$258K -2,217 Closed
AWM
738
Affinity Wealth Management
Delaware
– -$220K -1,891 Closed
NEIRG
739
New England Investment & Retirement Group
Massachusetts
– -$210K -1,805 Closed
HIM
740
Hotaling Investment Management
Pennsylvania
– -$207K -1,776 Closed
DSC
741
Duncker Streett & Co
Missouri
– -$162K -1,387 Closed
DWM
742
Destination Wealth Management
California
– -$152K -1,303 Closed
EWM
743
Executive Wealth Management
Michigan
– -$150K -1,286 Closed
AIP
744
Almanack Investment Partners
Pennsylvania
– -$146K -1,250 Closed
MF
745
Manchester Financial
California
– -$117K -1,000 Closed
MWM
746
Meridian Wealth Management
Kentucky
– -$816 -700 Closed
CPA
747
Clear Perspective Advisors
Illinois
– -$54K -467 Closed
AOWM
748
Alpha Omega Wealth Management
Virginia
– -$49K -420 Closed
DWM
749
Doyle Wealth Management
Florida
– -$39K -335 Closed
KCPG
750
Kavar Capital Partners Group
Kansas
– -$38K -326 Closed
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