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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 %
GIA
101
GHP Investment Advisors
Colorado
$12.5M 107,273 -1,252 -1%
SB
102
Suntrust Banks
Georgia
$12.5M 107,162 +482 +0.5%
LMIM
103
Lockheed Martin Investment Management
Maryland
$12.4M 106,797 -62,100 -37%
PSUF
104
People's United Financial
Connecticut
$12.4M 106,666 +74,748 +234%
TW
105
Transform Wealth
Colorado
$12M 102,561 +2,317 +2%
FAAS
106
First Allied Advisory Services
California
$11.6M 99,278 -24,748 -20%
EWF
107
Epstein & White Financial
California
$11.3M 97,913 -7,341 -7%
EC
108
Estate Counselors
Wisconsin
$11.2M 95,830 +93,580 +4,159%
PP
109
Paloma Partners
Connecticut
$11.1M 94,932 +5,960 +7%
NCM
110
Narwhal Capital Management
Georgia
$10.8M 92,855 +30,618 +49%
TCM
111
Traynor Capital Management
Pennsylvania
$10.7M 91,137 +7,324 +9%
WPW
112
Waldron Private Wealth
Pennsylvania
$10.7M 91,713 – –
Northern Trust
113
Northern Trust
Illinois
$10.7M 91,669 +123 +0.1%
MBT
114
Monroe Bank & Trust
Michigan
$10.5M 90,249 -9,890 -10%
Comerica Bank
115
Comerica Bank
Texas
$10.5M 88,851 -2,343 -3%
AIA
116
Alera Investment Advisors
Illinois
$10.4M 89,566 -1,575 -2%
LNWWM
117
Laird Norton Wetherby Wealth Management
California
$10.3M 88,029 -1,260 -1%
AWM
118
AE Wealth Management
Kansas
$10.2M 87,621 +38,303 +78%
DSA
119
Droms Strauss Advisors
Missouri
$10.1M 86,608 -70 -0.1%
PWP
120
Personal Wealth Partners
Minnesota
$10.1M 86,430 +1,684 +2%
BS
121
Banco Santander
Spain
$9.98M 85,610 +85,610 New
PFA
122
Pure Financial Advisors
California
$9.37M 80,358 +4,095 +5%
AIG
123
American International Group
New York
$9.09M 77,940 +25,880 +50%
SEI Investments
124
SEI Investments
Pennsylvania
$9.07M 77,743 -3,390 -4%
Citigroup
125
Citigroup
New York
$9.03M 77,480 +707 +0.9%
3 4
5
6 7