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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
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 %
RE
801
RBC Europe
United Kingdom
$13K – – –
EWM
802
Edge Wealth Management
New York
$13K +$13K +100 New
TI
803
tru Independence
Oregon
$13K +$13K +133 New
HB
804
Horizon Bancorp
Indiana
$12K +$12K +95 New
IAS
805
IMA Advisory Services
Colorado
$11K – – –
AIA
806
Armor Investment Advisors
North Carolina
$10K +$125 +1 +1%
DC
807
DeDora Capital
California
$9K +$9K +68 New
AssetMark Inc
808
AssetMark Inc
California
$9K +$9K +71 New
FCA
809
FinTrust Capital Advisors
South Carolina
$8K – – –
CFN
810
Cordasco Financial Network
Florida
$8K – – –
PK
811
Pflug Koory
Nebraska
$8K – – –
KFS
812
Kelly Financial Services
Massachusetts
$7.81K – – –
LWA
813
Lowe Wealth Advisors
Maryland
$7K – – –
IRC
814
Investors Research Corp
Georgia
$7K – – –
BWL
815
Bogart Wealth LLC
Virginia
$5K -$7.36K -53 -60%
PCA
816
Providence Capital Advisors
North Carolina
$5K – – –
LDFR
817
Lehman & Derafelo Financial Resources
Pennsylvania
$5K – – –
GWMIA
818
Global Wealth Management Investment Advisory
Florida
$5K +$5K +42 New
CAGAS
819
Capital Advisory Group Advisory Services
Minnesota
$4K – – –
BW
820
Bison Wealth
Georgia
$3K +$3K +26 New
SIS
821
Sound Income Strategies
Florida
$1K – – –
NDSI
822
Newman Dignan & Sheerar Inc
Rhode Island
$553 -$1 -6 -0.1%
SHWM
823
Silicon Hills Wealth Management
Texas
$195 +$195 +4 New
M&T Bank
824
M&T Bank
New York
– -$140M -1,178,306 Closed
Axa
825
Axa
France
– -$40.1M -336,441 Closed
31 32
33
34 35