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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 %
CS
826
Credit Suisse
Switzerland
– -$36.2M -304,125 Closed
SHIM
827
Stone House Investment Management
Pennsylvania
– -$7.89M -66,199 Closed
PP
828
Paloma Partners
Connecticut
– -$3M -25,205 Closed
MAM
829
Marquette Asset Management
Minnesota
– -$1.87M -15,691 Closed
AWA
830
Alaska Wealth Advisors
Alaska
– -$1.19M -9,954 Closed
EW
831
Evoke Wealth
California
– -$904K -7,589 Closed
BSB
832
Bangor Savings Bank
Maine
– -$424K -3,559 Closed
Wolverine Trading
833
Wolverine Trading
Illinois
– -$387K -3,267 Closed
CWM
834
Cornerstone Wealth Management
Missouri
– -$385K -3,235 Closed
Renaissance Technologies
835
Renaissance Technologies
New York
– -$369K -3,100 Closed
UBS AM
836
UBS AM
Illinois
– -$365K -3,064 Closed
RSWM
837
Robertson Stephens Wealth Management
California
– -$287K -2,412 Closed
TA
838
Townsend & Associates
Colorado
– -$278K -2,407 Closed
KF
839
Krilogy Financial
Missouri
– -$229K -1,925 Closed
VAS
840
Vestmark Advisory Solutions
Massachusetts
– -$206K -1,725 Closed
HCM
841
Hollencrest Capital Management
California
– -$201K -1,684 Closed
CAN
842
Claraphi Advisory Network
United States
– -$170K -1,429 Closed
SB
843
Strategic Blueprint
Georgia
– -$124K -1,042 Closed
NCM
844
Next Capital Management
New York
– -$63K -530 Closed
VCM
845
Vigilant Capital Management
Maine
– -$59K -497 Closed
BHWM
846
Bay Harbor Wealth Management
Maryland
– -$31K -259 Closed
QCIG
847
Quad-Cities Investment Group
Iowa
– -$29K -238 Closed
QT
848
Quantbot Technologies
New York
– -$23K -200 Closed
DP
849
Denver PWM
Colorado
– -$23.7K -200 Closed
AIS
850
Accurate Investment Solutions
Pennsylvania
– -$23K -197 Closed
31 32 33
34
35