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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 %
B
201
Bailard
California
$3.41M -$5.64K -50 -0.2%
IA
202
Independence Advisors
Pennsylvania
$3.4M -$2.26K -20 -0.1%
IWM
203
IHT Wealth Management
Illinois
$3.37M +$1.31M +11,580 +63%
PFA
204
Pinnacle Family Advisors
Missouri
$3.31M -$400K -3,546 -11%
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.31M – – –
HCM
206
Hudson Capital Management
New Jersey
$3.29M +$233K +2,076 +8%
LFAS
207
Level Four Advisory Services
Texas
$3.29M -$751K -6,657 -19%
SEIA
208
Signature Estate & Investment Advisors
California
$3.17M -$192K -1,699 -6%
NSB
209
Norway Savings Bank
Maine
$3.14M +$63.9K +567 +2%
SWPG
210
Strategic Wealth Partners Group
Illinois
$3.14M +$209K +1,850 +7%
Jane Street
211
Jane Street
New York
$3.13M +$1.08M +9,571 +53%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$3.13M -$11.5M -102,285 -79%
NB
213
Nicolet Bankshares
Wisconsin
$3.06M -$3.5K -31 -0.1%
MA
214
Mutual Advisors
Nebraska
$3.06M +$11.2K +99 +0.4%
PB
215
Pinnacle Bancorp
Nebraska
$3.06M +$96K +852 +3%
SRSA
216
S.R. Schill & Associates
Washington
$3.06M -$54.4K -483 -2%
IUHSA
217
Itau Unibanco Holding S.A.
Brazil
$2.96M – – –
CAN
218
Cetera Advisor Networks
California
$2.94M +$108K +963 +4%
FWP
219
FAS Wealth Partners
Kansas
$2.93M +$334K +2,965 +13%
WWM
220
Windsor Wealth Management
Indiana
$2.85M +$1.02K +9 +0%
UAS
221
United Asset Strategies
New York
$2.83M +$941K +8,343 +50%
Brown Advisory
222
Brown Advisory
Maryland
$2.82M +$331K +2,934 +13%
BWA
223
BDO Wealth Advisors
Florida
$2.72M -$418K -3,711 -13%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$2.71M -$421K -3,738 -13%
SCM
225
Stordahl Capital Management
Colorado
$2.65M -$44.2K -381 -2%
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