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iShares S&P 500 Value ETF
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Overview Fund Activity

724 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 274 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
15.69%
Holding in Top 10
71
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.05%
% of All Funds
1.54%
New
67
Increased
231
Reduced
274
Closed
59
Calls
$4.61M
Puts
$225K
Net Calls
+$4.38M
Net Calls Change
+$914K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$161M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$61.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$51.4M
4
GI
Gradient Investments
Minnesota
+$42.7M
5
Stifel Financial
Stifel Financial
Missouri
+$31.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$220M
2
SEI Investments
SEI Investments
Pennsylvania
-$162M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$76.8M
4
DSA
Davis Selected Advisers
Arizona
-$52M
5
Bank of America
Bank of America
North Carolina
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
151
TD Asset Management
Ontario, Canada
$6.13M +$704K +6,248 +13%
AIG
152
American International Group
New York
$5.87M -$6.46M -57,300 -52%
FMW
153
Farr Miller & Washington
District of Columbia
$5.86M +$209K +1,855 +4%
PFG
154
Pacific Financial Group
Washington
$5.66M +$39.3K +349 +0.7%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59M -$442K -3,926 -7%
AWM
156
AE Wealth Management
Kansas
$5.56M +$3.53M +31,313 +174%
BCM
157
Brookstone Capital Management
Illinois
$5.51M -$1.66M -14,683 -23%
CWM
158
Cranbrook Wealth Management
Michigan
$5.49M – – –
ST
159
Smithfield Trust
Pennsylvania
$5.43M -$956K -8,480 -15%
WP
160
WealthSource Partners
California
$5.34M -$4.96K -44 -0.1%
Citadel Advisors
161
Citadel Advisors
Florida
$5.33M +$1.33M +11,790 +33%
SAM
162
Securian Asset Management
Minnesota
$5.29M +$677K +6,000 +15%
EFSCE
163
Enterprise Financial Services Corp (EFSC)
Missouri
$5.28M -$49.2K -436 -0.9%
PAIM
164
Punch & Associates Investment Management
Minnesota
$5.26M -$72.9K -647 -1%
GPA
165
Guidance Point Advisors
Massachusetts
$5.19M -$190K -1,686 -4%
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$5.08M -$19.2K -170 -0.4%
AII
167
AGF Investments Inc
Ontario, Canada
$5.07M -$147K -1,300 -3%
LIA
168
LBMC Investment Advisors
Tennessee
$4.96M +$71.6K +635 +1%
NA
169
Nottingham Advisors
New York
$4.94M +$982K +8,319 +25%
EWA
170
Evolution Wealth Advisors
Florida
$4.94M -$318K -2,825 -6%
JFA
171
Johanson Financial Advisors
California
$4.85M +$3.16K +28 +0.1%
SIAM
172
Sterling Investment Advisors (Missouri)
Missouri
$4.85M +$38K +337 +0.8%
FCC
173
Florin Court Capital
United Kingdom
$4.85M -$1.36M -12,100 -22%
VFA
174
Voya Financial Advisors
Connecticut
$4.68M +$3.38M +30,216 +261%
AWM
175
Avior Wealth Management
Nebraska
$4.54M +$92.7K +822 +2%
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