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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 %
BUB
176
BBVA USA Bancshares
Texas
$4.44M +$505K +4,235 +13%
SNT
177
Security National Trust
West Virginia
$4.43M +$69.1K +580 +2%
NFG
178
Next Financial Group
Texas
$4.37M +$117K +984 +3%
AA
179
Ancora Advisors
Ohio
$4.31M +$4.1M +34,400 +1,984%
SG Americas Securities
180
SG Americas Securities
New York
$4.26M – – –
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$4.15M -$2.03M -17,020 -33%
SWPG
182
Strategic Wealth Partners Group
Illinois
$4.07M +$123K +1,030 +3%
MGIA
183
Matthew Goff Investment Advisor
Texas
$4.06M +$210K +1,761 +5%
PFP
184
Pinnacle Financial Partners
Tennessee
$4.03M +$211K +1,772 +6%
GG
185
GenWealth Group
New Jersey
$4.03M -$101K -850 -2%
BC
186
Bartlett & Co
Ohio
$3.99M +$1.5M +12,581 +60%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$3.99M +$1.5M +12,581 +60%
IWM
188
IHT Wealth Management
Illinois
$3.92M -$46.1K -387 -1%
SCIM
189
Spring Creek Investment Management
Pennsylvania
$3.88M -$4.43M -37,225 -53%
FPGK
190
Financial Partners Group (Kansas)
Kansas
$3.79M -$195K -1,638 -5%
NNP
191
Nachman Norwood & Parrott
South Carolina
$3.79M -$95.4K -801 -2%
QCM
192
Quest Capital Management
Texas
$3.76M -$24.2K -203 -0.6%
B
193
Bailard
California
$3.68M +$47.4K +398 +1%
HCM
194
Hudson Capital Management
New Jersey
$3.62M +$48.6K +411 +1%
SEIA
195
Signature Estate & Investment Advisors
California
$3.62M -$62.2K -522 -2%
BAM
196
Belpointe Asset Management
Nevada
$3.57M +$6.43K +54 +0.2%
FMWA
197
Forvis Mazars Wealth Advisors
Missouri
$3.54M +$1.49M +12,481 +72%
IUHSA
198
Itau Unibanco Holding S.A.
Brazil
$3.52M – – –
IA
199
Independence Advisors
Pennsylvania
$3.5M -$24.7K -207 -0.7%
UAS
200
United Asset Strategies
New York
$3.47M +$181K +1,523 +6%
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