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iShares S&P 500 Value ETF
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Overview Fund Activity

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.62B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
AG
Advisor Group
Arizona
$75.2M
5
G
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$11.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
Betterment LLC
New York
$145M
4
HNB
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Voya Financial Advisors
Connecticut
$2.08M -$69.2K -597 -3%
HA
227
Hamel Associates
New Jersey
$2.06M +$31.9K +275 +2%
DE
228
Day & Ennis
Georgia
$2.05M +$318K +2,742 +18%
IF
229
Ironwood Financial
Arizona
$2.02M +$1.97K +17 +0.1%
APP
230
Avantax Planning Partners
Iowa
$2.02M -$7.3K -63 -0.4%
RIM
231
Redwood Investment Management
Arizona
$2.01M +$242K +2,075 +14%
SHA
232
Seneca House Advisors
Virginia
$1.97M +$38.8K +335 +2%
MFT
233
Moisand Fitzgerald Tamayo
Florida
$1.95M +$695 +6 +0%
WP
234
WMS Partners
Maryland
$1.92M – – –
TF
235
TIAA FSB
Florida
$1.92M +$9.61K +83 +0.5%
AllianceBernstein
236
AllianceBernstein
Tennessee
$1.88M -$108K -935 -5%
ELC
237
Edgar Lomax Company
Virginia
$1.87M – – –
TCM
238
Telos Capital Management
California
$1.87M +$1.87M +16,123 New
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$1.84M -$10.3K -89 -0.6%
AF
240
Advisornet Financial
Minnesota
$1.82M +$1.77M +15,322 +3,588%
MAM
241
Marquette Asset Management
Minnesota
$1.82M – – –
UAS
242
United Asset Strategies
New York
$1.78M +$195K +1,683 +12%
BSW
243
Buckingham Strategic Wealth
Missouri
$1.75M -$176K -1,519 -9%
AIA
244
Arcadia Investment Advisors
Idaho
$1.71M -$5.79K -50 -0.3%
BRWA
245
B. Riley Wealth Advisors
Florida
$1.69M -$160K -1,379 -9%
NA
246
NewEdge Advisors
Louisiana
$1.67M +$319K +2,756 +24%
SWP
247
Stratos Wealth Partners
Ohio
$1.66M +$138K +1,191 +9%
CBU
248
CIBC Bank USA
Illinois
$1.62M – – –
HCM
249
Hudson Capital Management
New Jersey
$1.62M -$44.6K -784 -3%
MMHP
250
Murphy Middleton Hinkle & Parker
Georgia
$1.61M +$54.2K +468 +3%
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