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iShares S&P 500 Value ETF
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Overview Fund Activity

726 hedge funds and large institutions have $10.4B invested in iShares S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 239 increasing their positions, 270 reducing their positions, and 39 closing their positions.

Holders
726
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
15.79%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.5%
New
50
Increased
239
Reduced
270
Closed
39
Calls
$9.34M
Puts
$501K
Net Calls
+$8.84M
Net Calls Change
+$4.46M

Top Buyers

1
TA
1
Townsend & Associates
Colorado
$23.3M
2
Wells Fargo
2
Wells Fargo
California
$864M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.25B
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$567M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$57M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$806M
3
Goldman Sachs
3
Goldman Sachs
New York
$294M
4
COI
4
Connable Office Inc
Michigan
$0
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$233M
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$16.6M 142,403 +11,970 +9%
F
77
F3Logic
Minnesota
$16.5M 141,253 +20,051 +17%
MFM
78
Mirsky Financial Management
New York
$16M 137,509 +183 +0.1%
SMC
79
Smith, Moore & Co
Missouri
$15.8M 135,730 +1,942 +1%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$15.7M 135,002 -5,998 -4%
CWM
81
Calamos Wealth Management
Illinois
$15.6M 134,042 -15,106 -10%
MCM
82
MV Capital Management
Maryland
$15.4M 132,399 +1,935 +1%
AP
83
Arlington Partners
Alabama
$15.4M 132,334 +17,231 +15%
CFA
84
Cahill Financial Advisors
Minnesota
$15.4M 132,185 -639 -0.5%
AA
85
Alesco Advisors
New York
$15.1M 129,876 -1,058 -0.8%
Financial Engines Advisors
86
Financial Engines Advisors
California
$14.9M 127,942 +17,366 +16%
RCM
87
Requisite Capital Management
Texas
$14.8M 126,689 +3,058 +2%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$14.5M 124,018 -7,619 -6%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$14.4M 123,883 +20,899 +20%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$14.4M 123,130 +4,325 +4%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$13.9M 118,840 -1,117 -0.9%
EPP
92
ETF Portfolio Partners
Kansas
$13.4M 114,767 +2,401 +2%
BF
93
BOK Financial
Oklahoma
$13.3M 114,138 -9,903 -8%
A
94
AdvicePeriod
California
$13.1M 112,225 -4,456 -4%
FLA
95
Financial Life Advisors
Texas
$13M 111,734 +6,681 +6%
V
96
Veritable
Delaware
$12.9M 110,582 – –
EDRIA
97
Edmonds Duncan Registered Investment Advisors
Kansas
$12.8M 109,093 +1,237 +1%
BOH
98
Bank of Hawaii
Hawaii
$12.7M 109,295 -9,228 -8%
BPCE
99
Bank Pictet & Cie (Europe)
Germany
$12.7M 108,920 +29,650 +37%
SPC
100
Sigma Planning Corp
Michigan
$12.6M 107,670 -45,139 -30%
2 3
4
5 6