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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.

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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$57M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$806M
3
Goldman Sachs
Goldman Sachs
New York
$294M
4
COI
Connable Office Inc
Michigan
$0
5
TAIM
TD Ameritrade Investment Management
Nebraska
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$8.74M +$464K +3,983 +6%
FAIM
127
Financial Advocates Investment Management
Washington
$8.7M -$1.21M -10,361 -12%
SHIM
128
Stone House Investment Management
Pennsylvania
$8.37M -$530K -4,544 -6%
BFM
129
Broadview Financial Management
Wisconsin
$8.27M +$81.5K +699 +1%
Creative Planning
130
Creative Planning
Kansas
$8.24M +$1.36M +11,630 +20%
HJA
131
Hugh Johnson Advisors
New York
$8.21M -$420K -3,602 -5%
SI
132
Stephens Inc
Arkansas
$8.14M +$78.5K +673 +1%
SCIM
133
Spring Creek Investment Management
Pennsylvania
$8.13M – – –
AMG
134
Asset Management Group
Connecticut
$8.1M -$132K -1,130 -2%
CWM
135
Cahaba Wealth Management
Georgia
$7.79M +$226K +1,942 +3%
RWM
136
RKL Wealth Management
Pennsylvania
$7.39M -$151K -1,296 -2%
CS
137
Comerica Securities
Michigan
$7.3M +$768K +6,587 +12%
CA
138
Centerpoint Advisors
Massachusetts
$7.3M +$3M +25,776 +70%
AIM
139
Acropolis Investment Management
Missouri
$7.23M -$112K -957 -2%
MGIA
140
Moneta Group Investment Advisors
Missouri
$7.23M -$229K -1,965 -3%
PL
141
Polianta Ltd
Jersey
$7.2M – – –
VR
142
Viridian RIA
Washington
$7.1M +$221K +1,938 +3%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$7.08M -$151K -1,298 -2%
TIM
144
Tortoise Investment Management
New York
$7.08M -$416K -3,569 -6%
IWA
145
Independence Wealth Advisors
Virginia
$7.07M +$178K +1,531 +3%
SS
146
Simplicity Solutions
Minnesota
$6.91M -$2.39M -20,522 -26%
FCC
147
Florin Court Capital
United Kingdom
$6.68M +$1.67M +14,300 +33%
OAM
148
Occidental Asset Management
California
$6.43M -$515K -4,415 -7%
WWM
149
Western Wealth Management
Colorado
$6.41M -$10.3K -88 -0.2%
FBA
150
Front Barnett Associates
Illinois
$6.36M -$27K -232 -0.4%
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