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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 %
MFM
76
Mirsky Financial Management
New York
$18.6M +$937K +7,206 +5%
ISWM
77
Independent Solutions Wealth Management
New York
$18.5M +$18.5M +142,102 New
SMC
78
Smith, Moore & Co
Missouri
$18.2M -$7.29K -56 -0%
MCM
79
MV Capital Management
Maryland
$17.6M -$348K -2,678 -2%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$17.3M -$185K -1,422 -1%
CWM
81
Calamos Wealth Management
Illinois
$17.1M -$130 -1 -0%
AP
82
Arlington Partners
Alabama
$16.5M +$83.6K +643 +0.5%
AA
83
Alesco Advisors
New York
$16.4M -$361K -2,774 -2%
CFA
84
Cahill Financial Advisors
Minnesota
$16.3M -$137K -1,054 -0.8%
HF
85
Halpern Financial
Virginia
$16.3M +$16.3M +125,490 New
RCM
86
Requisite Capital Management
Texas
$15.9M +$1.95M +15,026 +14%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$15.6M +$400K +3,078 +3%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$15.4M -$72.5K -557 -0.5%
FLA
89
Financial Life Advisors
Texas
$15.3M -$85.2K -655 -0.6%
NCM
90
Narwhal Capital Management
Georgia
$15.2M +$563K +4,327 +4%
EPP
91
ETF Portfolio Partners
Kansas
$14.9M +$307K +2,358 +2%
A
92
AdvicePeriod
California
$14.6M -$165K -1,265 -1%
PGFC
93
Peapack-Gladstone Financial Corp
New Jersey
$14.5M -$208K -1,600 -1%
PWP
94
Personal Wealth Partners
Minnesota
$14.2M +$2.17M +16,658 +18%
BPCE
95
Bank Pictet & Cie (Europe)
Germany
$14.2M – – –
GIA
96
GHP Investment Advisors
Colorado
$13.9M -$67.4K -518 -0.5%
FMWA
97
Forvis Mazars Wealth Advisors
Missouri
$13.9M +$10M +77,130 +260%
BF
98
BOK Financial
Oklahoma
$13.8M -$188K -1,446 -1%
BOH
99
Bank of Hawaii
Hawaii
$13.5M -$616K -4,737 -4%
TW
100
Transform Wealth
Colorado
$13.5M +$174K +1,341 +1%
2 3
4
5 6