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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
BlackRock
New York
$164M
2
JFA
Johanson Financial Advisors
California
$44.9M
3
US Bancorp
US Bancorp
Minnesota
$112M
4
Wells Fargo
Wells Fargo
California
$907M
5
Bank of America
Bank of America
North Carolina
$927M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
HNB
Huntington National Bank
Ohio
$65.6M
3
GI
Gradient Investments
Minnesota
$223K
4
Axa
Axa
France
$0
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Western Wealth Management
Colorado
$7.71M +$308K +2,369 +4%
DSA
152
Davis Selected Advisers
Arizona
$7.54M +$6.98M +53,668 +1,252%
AMG
153
Asset Management Group
Connecticut
$7.52M -$529K -4,066 -7%
AIG
154
American International Group
New York
$7.37M +$4.04M +31,020 +121%
OAM
155
Occidental Asset Management
California
$7.31M -$5.72K -44 -0.1%
IWA
156
Independence Wealth Advisors
Virginia
$7.18M -$415K -3,193 -5%
RWM
157
RKL Wealth Management
Pennsylvania
$6.84M -$388K -2,980 -5%
TIM
158
Tortoise Investment Management
New York
$6.83M -$382K -2,939 -5%
BOTW
159
Bank of the West
California
$6.83M +$65.3K +502 +1%
SS
160
Simplicity Solutions
Minnesota
$6.78M +$4.73M +36,355 +230%
FBA
161
Front Barnett Associates
Illinois
$6.77M -$47.4K -364 -0.7%
SC
162
Savant Capital
Illinois
$6.62M +$1.2M +9,261 +22%
AF
163
Advisornet Financial
Minnesota
$6.58M +$457K +3,515 +7%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$6.55M +$2.02M +15,560 +45%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.33M +$319K +2,452 +5%
CWG
166
Cornerstone Wealth Group
North Carolina
$6.3M +$387K +2,976 +7%
CWM
167
Cranbrook Wealth Management
Michigan
$6.24M -$15.5K -119 -0.2%
CWM
168
Cahaba Wealth Management
Georgia
$6.19M -$1.19M -9,143 -16%
AA
169
Advisory Alpha
Michigan
$6.17M +$73.4K +563 +1%
FHC
170
First Heartland Consultants
Missouri
$6.13M +$2.38M +18,327 +64%
WP
171
WealthSource Partners
California
$6.09M -$25.5K -196 -0.4%
KM
172
Kalos Management
Georgia
$6.01M +$5.77M +44,325 +2,438%
GPA
173
Guidance Point Advisors
Massachusetts
$5.94M -$91.8K -706 -2%
SAM
174
Securian Asset Management
Minnesota
$5.92M +$416K +3,200 +8%
AAS
175
Avantax Advisory Services
Texas
$5.91M +$3.34M +25,687 +130%
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