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iShares S&P 500 Value ETF
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Overview Fund Activity

821 hedge funds and large institutions have $12B invested in iShares S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 33 closing their positions.

Holders
821
Holders Change
+109
Holders Change %
+15.31%
% of All Funds
16.21%
Holding in Top 10
79
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.44%
% of All Funds
1.56%
New
149
Increased
269
Reduced
240
Closed
33
Calls
$9.63M
Puts
$3.64M
Net Calls
+$5.99M
Net Calls Change
-$2.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$164M
2
EH
2
Equitable Holdings
New York
$50.4M
3
JFA
3
Johanson Financial Advisors
California
$44.9M
4
US Bancorp
4
US Bancorp
Minnesota
$112M
5
Wells Fargo
5
Wells Fargo
California
$907M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
GI
2
Gradient Investments
Minnesota
$223K
3
Axa
3
Axa
France
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$717M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.36B 10,484,396 +48,588 +0.5%
Bank of America
2
Bank of America
North Carolina
$927M 7,125,537 +178,342 +3%
Wells Fargo
3
Wells Fargo
California
$907M 6,971,737 +210,638 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$905M 6,956,597 -7,206 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$717M 5,511,135 -217,189 -4%
Stifel Financial
6
Stifel Financial
Missouri
$448M 3,444,273 +144,551 +4%
UBS Group
7
UBS Group
Switzerland
$439M 3,371,936 +121,910 +4%
Goldman Sachs
8
Goldman Sachs
New York
$338M 2,601,072 +66,761 +3%
LPL Financial
9
LPL Financial
California
$329M 2,529,909 -10,453 -0.4%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$222M 1,709,857 -196,766 -10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$198M 1,524,995 -32,986 -2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$184M 1,411,254 -11,990 -0.8%
BlackRock
13
BlackRock
New York
$164M 1,263,316 +727,476 +136%
Ameriprise
14
Ameriprise
Minnesota
$143M 1,101,329 +74,837 +7%
AG
15
Advisor Group
Arizona
$135M 1,034,225 -6,870 -0.7%
Betterment LLC
16
Betterment LLC
New York
$132M 1,017,858 -94,772 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$125M 958,367 +21,000 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$119M 918,212 +128,455 +16%
US Bancorp
19
US Bancorp
Minnesota
$112M 857,687 +285,542 +50%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$99.7M 766,169 +32,957 +4%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$96.5M 741,747 +51,810 +8%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848 – –
RJA
23
Raymond James & Associates
Florida
$86.6M 665,644 +54,688 +9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$85.4M 656,707 +158,001 +32%
VA
25
Valmark Advisers
Ohio
$72.9M 560,687 -37,655 -6%
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