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iShares S&P 500 Value ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.19B 10,580,677 -235,824 -2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$823M 7,301,084 -680,924 -9%
Wells Fargo
3
Wells Fargo
California
$817M 7,246,429 -106,427 -1%
Bank of America
4
Bank of America
North Carolina
$753M 6,676,405 -457,133 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$537M 4,766,801 -1,950,427 -29%
UBS Group
6
UBS Group
Switzerland
$363M 3,217,047 -368,906 -10%
Stifel Financial
7
Stifel Financial
Missouri
$317M 2,811,056 +282,404 +11%
Goldman Sachs
8
Goldman Sachs
New York
$314M 2,789,547 +1,431,717 +105%
LPL Financial
9
LPL Financial
California
$261M 2,314,207 -148,214 -6%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$238M 2,110,180 -95,506 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$189M 1,679,024 -127,665 -7%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$162M 1,436,253 -18,198 -1%
M&T Bank
13
M&T Bank
New York
$136M 1,209,440 -7,345 -0.6%
Betterment LLC
14
Betterment LLC
New York
$133M 1,181,965 -57,791 -5%
Ameriprise
15
Ameriprise
Minnesota
$121M 1,074,884 -114,409 -10%
AG
16
Advisor Group
Arizona
$103M 908,664 -127,583 -12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$96.3M 854,572 +15,941 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$90M 796,766 -60,056 -7%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848 +348,391 +144%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$87M 771,932 -53,747 -7%
RJA
21
Raymond James & Associates
Florida
$72.3M 641,292 +13,176 +2%
US Bancorp
22
US Bancorp
Minnesota
$70.7M 627,368 -17,545 -3%
VA
23
Valmark Advisers
Ohio
$69.4M 615,582 -39,119 -6%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$65.4M 579,822 +42,156 +8%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$61.7M 547,030 +547,030 New