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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 %
CWG
176
Cornerstone Wealth Group
North Carolina
$4.72M +$824K +7,071 +21%
CA
177
Clearstead Advisors
Ohio
$4.69M +$32.4K +278 +0.7%
SC
178
Savant Capital
Illinois
$4.69M +$478K +4,101 +11%
CFG
179
Citizens Financial Group
Rhode Island
$4.68M +$228K +1,958 +5%
FMW
180
Farr Miller & Washington
District of Columbia
$4.58M -$1.48M -12,664 -24%
GWM
181
Geneos Wealth Management
Colorado
$4.55M +$451K +3,871 +11%
AWM
182
Avior Wealth Management
Nebraska
$4.52M -$169K -1,446 -4%
PFA
183
Pathway Financial Advisors
Vermont
$4.37M +$8.51K +73 +0.2%
Barclays
184
Barclays
United Kingdom
$4.36M -$6.06K -52 -0.1%
SNT
185
Security National Trust
West Virginia
$4.27M -$40.8K -350 -0.9%
PFA
186
Pinnacle Family Advisors
Missouri
$4.26M +$831K +7,128 +24%
VFA
187
Voya Financial Advisors
Connecticut
$4.21M -$629K -5,432 -13%
SG Americas Securities
188
SG Americas Securities
New York
$4.17M +$4.17M +35,756 New
NFG
189
Next Financial Group
Texas
$4.16M +$3.85M +33,062 +1,255%
GG
190
GenWealth Group
New Jersey
$4.07M +$87.4K +744 +2%
FPGK
191
Financial Partners Group (Kansas)
Kansas
$3.9M -$50.9K -437 -1%
IWM
192
IHT Wealth Management
Illinois
$3.89M +$396K +3,397 +11%
SWPG
193
Strategic Wealth Partners Group
Illinois
$3.87M +$619K +5,314 +19%
BUB
194
BBVA USA Bancshares
Texas
$3.85M -$34.6K -297 -0.9%
NNP
195
Nachman Norwood & Parrott
South Carolina
$3.8M -$22.5K -193 -0.6%
MGIA
196
Matthew Goff Investment Advisor
Texas
$3.77M +$1.53M +13,085 +68%
PFP
197
Pinnacle Financial Partners
Tennessee
$3.73M +$145K +1,240 +4%
QCM
198
Quest Capital Management
Texas
$3.7M -$108K -930 -3%
First Trust Advisors
199
First Trust Advisors
Illinois
$3.68M -$374K -3,211 -9%
SEIA
200
Signature Estate & Investment Advisors
California
$3.6M +$322K +2,761 +10%
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