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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.

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
1
Townsend & Associates
Colorado
$23.3M
2
Wells Fargo
2
Wells Fargo
California
$864M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.25B
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$806M
2
Goldman Sachs
2
Goldman Sachs
New York
$294M
3
COI
3
Connable Office Inc
Michigan
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$233M
5
Ameriprise
5
Ameriprise
Minnesota
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.25B 10,729,244 +148,567 +1%
Wells Fargo
2
Wells Fargo
California
$864M 7,408,670 +162,241 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$806M 6,966,685 -334,399 -5%
Bank of America
4
Bank of America
North Carolina
$789M 6,769,303 +92,898 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$567M 4,865,955 +99,154 +2%
UBS Group
6
UBS Group
Switzerland
$377M 3,236,026 +18,979 +0.6%
Stifel Financial
7
Stifel Financial
Missouri
$330M 2,831,297 +20,241 +0.7%
Goldman Sachs
8
Goldman Sachs
New York
$294M 2,524,885 -264,662 -9%
LPL Financial
9
LPL Financial
California
$279M 2,391,775 +77,568 +3%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$233M 1,996,195 -113,985 -5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$188M 1,609,531 -69,493 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$167M 1,434,849 -1,404 -0.1%
M&T Bank
13
M&T Bank
New York
$138M 1,184,375 -25,065 -2%
Betterment LLC
14
Betterment LLC
New York
$130M 1,112,630 -69,335 -6%
Ameriprise
15
Ameriprise
Minnesota
$114M 981,656 -93,228 -9%
AG
16
Advisor Group
Arizona
$108M 926,800 +18,136 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$103M 879,638 +25,066 +3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$92.3M 790,997 -5,769 -0.7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$90.6M 777,422 +5,490 +0.7%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848 – –
RJA
21
Raymond James & Associates
Florida
$75.5M 647,677 +6,385 +1%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.3M 620,037 +40,215 +7%
VA
23
Valmark Advisers
Ohio
$70.7M 606,609 -8,973 -1%
US Bancorp
24
US Bancorp
Minnesota
$67.7M 580,716 -46,652 -7%
Lido Advisors
25
Lido Advisors
California
$61.1M 523,823 +47,739 +10%
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