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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 %
SBL
751
Sargent Bickham Lagudis
Colorado
$53K +$7.79K +60 +17%
SFSIG
752
San Francisco Sentry Investment Group
California
$51K – – –
SIS
753
SVB Investment Services
Utah
$51K +$51K +393 New
WFMPM
754
Woodley Farra Manion Portfolio Management
Indiana
$51K +$51K +394 New
FCM
755
Firestone Capital Management
Florida
$50K +$50K +385 New
AF
756
Allworth Financial
California
$43K +$129 +1 +0.3%
AIC
757
Archer Investment Corporation
Indiana
$43K +$14.6K +112 +51%
FWM
758
FSA Wealth Management
Massachusetts
$43K +$43K +327 New
MCM
759
McMillion Capital Management
North Carolina
$41K – – –
RP
760
Rice Partnership
Hawaii
$38K – – –
RFA
761
Reilly Financial Advisors
California
$38K – – –
FFW
762
Fusion Family Wealth
New York
$38K – – –
FPS
763
Fieldpoint Private Securities
Connecticut
$38K – – –
TCOV
764
Trust Company of Vermont
Vermont
$36K – – –
MA
765
MCF Advisors
Kentucky
$35K – – –
PCA
766
Peddock Capital Advisors
Massachusetts
$34K +$34K +262 New
JFA
767
JNBA Financial Advisors
Minnesota
$33K – – –
IWMA
768
Ironwood Wealth Management (Arizona)
Arizona
$32K – – –
HWM
769
Howard Wealth Management
Connecticut
$32K +$32K +250 New
GFPC
770
Global Financial Private Client
Florida
$31.4K +$31.4K +241 New
AIM
771
Axiom Investment Management
New York
$31K – – –
RWB
772
RMR Wealth Builders
New Jersey
$31K +$31K +239 New
FCB
773
First Command Bank
Texas
$30K – – –
FCFS
774
First Command Financial Services
Texas
$30K – – –
FWM
775
Focused Wealth Management
New York
$28K – – –
29 30
31
32 33