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iShares S&P 500 Value ETF
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Overview Fund Activity

636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$415M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$349M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$607M
4
UBS Group
UBS Group
Switzerland
$396M
5
SEI Investments
SEI Investments
Pennsylvania
$176M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$612M
2
VA
Valmark Advisers
Ohio
$76.4M
3
Franklin Resources
Franklin Resources
California
$2.12M
4
HNB
Huntington National Bank
Ohio
$42.7M
5
Wells Fargo
Wells Fargo
California
$774M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
226
Moisand Fitzgerald Tamayo
Florida
$1.85M -$1.43K -13 -0.1%
BSW
227
Buckingham Strategic Wealth
Missouri
$1.84M +$136K +1,234 +8%
SHA
228
Seneca House Advisors
Virginia
$1.83M -$8.37K -76 -0.5%
WP
229
WMS Partners
Maryland
$1.83M -$121K -1,095 -6%
TF
230
TIAA FSB
Florida
$1.82M -$271K -2,459 -13%
Millennium Management
231
Millennium Management
New York
$1.8M +$291K +2,645 +19%
ELC
232
Edgar Lomax Company
Virginia
$1.78M +$793K +7,200 +81%
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$1.76M -$144K -1,303 -8%
BRWA
234
B. Riley Wealth Advisors
Florida
$1.76M +$83.5K +758 +5%
GRP
235
Global Retirement Partners
California
$1.74M +$142K +1,294 +9%
MAM
236
Marquette Asset Management
Minnesota
$1.73M – – –
RIM
237
Redwood Investment Management
Arizona
$1.68M +$316K +2,851 +23%
DE
238
Day & Ennis
Georgia
$1.65M -$148K -1,344 -8%
AIA
239
Arcadia Investment Advisors
Idaho
$1.63M -$63.2K -574 -4%
MGIA
240
Matthew Goff Investment Advisor
Texas
$1.59M -$1.61M -9,905 -50%
CBU
241
CIBC Bank USA
Illinois
$1.54M -$201K -1,825 -12%
PA
242
PFG Advisors
Arizona
$1.54M -$97.5K -885 -6%
IP
243
Investment Partners
Ohio
$1.5M -$138K -1,250 -8%
UAS
244
United Asset Strategies
New York
$1.5M +$227K +2,062 +18%
CW
245
Cobiz Wealth
Colorado
$1.49M +$7.16K +65 +0.5%
CL
246
Choreo LLC
Illinois
$1.48M – – –
MMHP
247
Murphy Middleton Hinkle & Parker
Georgia
$1.47M -$3.85K -35 -0.3%
Renaissance Technologies
248
Renaissance Technologies
New York
$1.47M +$1.47M +13,300 New
WI
249
Wintrust Investments
Illinois
$1.46M -$34.9K -317 -2%
HW
250
Hancock Whitney
Mississippi
$1.45M -$37.5K -341 -3%
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