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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.

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
1
Envestnet Asset Management
Illinois
$682M
2
Stifel Financial
2
Stifel Financial
Missouri
$393M
3
Bank of America
3
Bank of America
North Carolina
$828M
4
WIA
4
World Investment Advisors
California
$21.2M
5
LPL Financial
5
LPL Financial
California
$303M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$806M
2
HNB
2
Huntington National Bank
Ohio
$57.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.24B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.54M
5
TA
5
Townsend & Associates
Colorado
$278K
Name Market Value Shares Shares
Change 		Shares
Change %
SMC
76
Smith, Moore & Co
Missouri
$16.7M 140,034 +4,304 +3%
MCM
77
MV Capital Management
Maryland
$16.4M 137,761 +5,362 +4%
MFM
78
Mirsky Financial Management
New York
$16.1M 135,452 -2,057 -1%
SPIA
79
Strategic Point Investment Advisors
Rhode Island
$16M 134,196 -806 -0.6%
CWM
80
Calamos Wealth Management
Illinois
$15.7M 131,821 -2,221 -2%
AA
81
Alesco Advisors
New York
$15.3M 128,534 -1,342 -1%
CFA
82
Cahill Financial Advisors
Minnesota
$15.1M 126,648 -5,537 -4%
AP
83
Arlington Partners
Alabama
$15.1M 126,476 -5,858 -4%
MML Investors Services
84
MML Investors Services
Massachusetts
$14.5M 121,773 -36,380 -23%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$14.1M 118,983 -4,147 -3%
FLA
86
Financial Life Advisors
Texas
$14.1M 118,346 +6,612 +6%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$13.9M 117,083 -6,935 -6%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$13.8M 115,436 -8,447 -7%
A
89
AdvicePeriod
California
$13.5M 113,164 +939 +0.8%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$13.5M 113,168 -5,672 -5%
NCM
91
Narwhal Capital Management
Georgia
$13.4M 112,396 +19,541 +21%
EPP
92
ETF Portfolio Partners
Kansas
$13.4M 112,343 -2,424 -2%
BPCE
93
Bank Pictet & Cie (Europe)
Germany
$13M 108,920 – –
BOH
94
Bank of Hawaii
Hawaii
$13M 108,755 -540 -0.5%
FMC
95
First Merchants Corp
Indiana
$13M 108,713 +88,857 +448%
GIA
96
GHP Investment Advisors
Colorado
$12.8M 107,663 +390 +0.4%
V
97
Veritable
Delaware
$12.8M 107,599 -2,983 -3%
BF
98
BOK Financial
Oklahoma
$12.8M 107,175 -6,963 -6%
RCM
99
Requisite Capital Management
Texas
$12.7M 106,994 -19,695 -16%
EDRIA
100
Edmonds Duncan Registered Investment Advisors
Kansas
$12.6M 105,656 -3,437 -3%
2 3
4
5 6