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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.

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$806M
2
HNB
Huntington National Bank
Ohio
$57.2M
3
Morgan Stanley
Morgan Stanley
New York
$1.24B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.54M
5
TA
Townsend & Associates
Colorado
$278K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Centerpoint Advisors
Massachusetts
$7.77M +$317K +2,658 +4%
Bank of New York Mellon
127
Bank of New York Mellon
New York
$7.62M +$382K +3,204 +5%
VR
128
Viridian RIA
Washington
$7.5M +$81.5K +684 +1%
GIA
129
Gladstone Institutional Advisory
Florida
$7.43M +$5.54M +46,474 +293%
AIM
130
Acropolis Investment Management
Missouri
$7.4M +$14.1K +118 +0.2%
AMG
131
Asset Management Group
Connecticut
$7.37M -$913K -7,661 -11%
IWA
132
Independence Wealth Advisors
Virginia
$6.96M -$266K -2,230 -4%
Citadel Advisors
133
Citadel Advisors
Florida
$6.87M +$5.64M +47,314 +457%
WWM
134
Western Wealth Management
Colorado
$6.79M +$234K +1,960 +4%
CWM
135
Cahaba Wealth Management
Georgia
$6.76M -$1.2M -10,101 -15%
OAM
136
Occidental Asset Management
California
$6.7M +$127K +1,064 +2%
RWM
137
RKL Wealth Management
Pennsylvania
$6.62M -$936K -7,852 -12%
TIM
138
Tortoise Investment Management
New York
$6.61M -$627K -5,262 -9%
HSBC Holdings
139
HSBC Holdings
United Kingdom
$6.34M +$74.5K +625 +1%
FBA
140
Front Barnett Associates
Illinois
$6.24M -$264K -2,215 -4%
BOTW
141
Bank of the West
California
$6.19M +$3.81K +32 +0.1%
PFG
142
Pacific Financial Group
Washington
$5.96M +$47.4K +407 +0.8%
CWM
143
Cranbrook Wealth Management
Michigan
$5.73M -$10.1K -85 -0.2%
AF
144
Advisornet Financial
Minnesota
$5.61M +$735K +6,169 +15%
WP
145
WealthSource Partners
California
$5.6M -$151K -1,268 -3%
GPA
146
Guidance Point Advisors
Massachusetts
$5.52M +$85.8K +720 +2%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.52M -$122K -1,020 -2%
PAIM
148
Punch & Associates Investment Management
Minnesota
$5.5M +$79.6K +668 +1%
AA
149
Advisory Alpha
Michigan
$5.45M +$367K +3,150 +7%
FI
150
FormulaFolio Investments
Michigan
$5.44M +$5.44M +45,655 New
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