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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 %
FMC
101
First Merchants Corp
Indiana
$13.2M -$961K -7,391 -7%
FAIM
102
Financial Advocates Investment Management
Washington
$13M +$3.76M +28,883 +41%
V
103
Veritable
Delaware
$12.9M -$1.13M -8,716 -8%
IA
104
Independence Advisors
Pennsylvania
$12.7M +$8.92M +68,554 +233%
FMBTD
105
First Midwest Bank Trust Division
Illinois
$12.7M +$280K +2,150 +2%
TCM
106
Traynor Capital Management
Pennsylvania
$12.7M +$305K +2,346 +2%
Jane Street
107
Jane Street
New York
$12.3M +$11.9M +91,669 +3,588%
PL
108
Polianta Ltd
Jersey
$12.1M +$12.1M +93,100 New
PSUF
109
People's United Financial
Connecticut
$12.1M +$275K +2,115 +2%
EDRIA
110
Edmonds Duncan Registered Investment Advisors
Kansas
$12.1M -$1.67M -12,859 -12%
AIA
111
Arrow Investment Advisors
Maryland
$11.9M +$11.9M +91,613 New
Northern Trust
112
Northern Trust
Illinois
$11.7M +$547K +4,203 +5%
AI
113
Atria Investments
North Carolina
$11.6M +$9.98M +76,730 +619%
LNWWM
114
Laird Norton Wetherby Wealth Management
California
$11.5M – – –
AIA
115
Alera Investment Advisors
Illinois
$11.4M -$45.9K -353 -0.4%
FAAS
116
First Allied Advisory Services
California
$11.2M -$172K -1,321 -2%
BZWA
117
Blue Zone Wealth Advisors
California
$11.1M +$11.1M +85,387 New
DSA
118
Droms Strauss Advisors
Missouri
$10.9M -$60.4K -464 -0.6%
F
119
F3Logic
Minnesota
$10.7M +$354K +2,719 +3%
PFA
120
Pure Financial Advisors
California
$10.7M -$112K -861 -1%
Citigroup
121
Citigroup
New York
$10.5M +$659K +5,066 +7%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$10.2M +$8.33M +64,038 +436%
Creative Planning
123
Creative Planning
Kansas
$10.1M +$198K +1,520 +2%
BS
124
Banco Santander
Spain
$10.1M -$10.4M -79,865 -51%
MA
125
Mutual Advisors
Nebraska
$9.67M +$6.34M +48,706 +190%
3 4
5
6 7