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iShares S&P 500 Value ETF
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Overview Fund Activity

726 hedge funds and large institutions have $9.56B invested in iShares S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 262 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+80
Holders Change %
+12.38%
% of All Funds
16.2%
Holding in Top 10
74
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+27.59%
% of All Funds
1.65%
New
138
Increased
262
Reduced
197
Closed
53
Calls
$3.47M
Puts
$3K
Net Calls
+$3.47M
Net Calls Change
+$445K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$807M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$679M
3
DSA
Davis Selected Advisers
Arizona
$52M
4
BlackRock
BlackRock
New York
$85.8M
5
AG
Advisor Group
Arizona
$105M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
CWM
Cornerstone Wealth Management
Missouri
$1.9M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$223M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
HNB
Huntington National Bank
Ohio
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
226
Pinnacle Bancorp
Nebraska
$2.66M +$2.66M +26,266 New
SWPG
227
Strategic Wealth Partners Group
Illinois
$2.63M +$2.63M +25,992 New
SCA
228
Snowden Capital Advisors
New York
$2.58M -$223K -2,209 -8%
WWM
229
Windsor Wealth Management
Indiana
$2.56M +$101 +1 +0%
SAM
230
Silvercrest Asset Management
New York
$2.56M -$27.8K -275 -1%
CAN
231
Cetera Advisor Networks
California
$2.55M -$38.5K -379 -1%
MWA
232
Martel Wealth Advisors
Washington
$2.45M +$54.5K +539 +2%
SF
233
Synovus Financial
Georgia
$2.45M -$280K -2,762 -10%
AF
234
Advisornet Financial
Minnesota
$2.39M +$801K +7,921 +50%
Allianz Asset Management
235
Allianz Asset Management
Germany
$2.38M +$1.7M +16,844 +254%
CI
236
CX Institutional
Indiana
$2.37M +$2.34M +23,119 +6,800%
SCM
237
Stordahl Capital Management
Colorado
$2.35M -$809 -8 -0%
CB
238
Commerce Bank
Missouri
$2.34M +$97.5K +964 +4%
SXL
239
Summit X LLC
Missouri
$2.33M +$30.3K +297 +1%
FWP
240
FAS Wealth Partners
Kansas
$2.33M +$2.06M +20,326 +753%
BUB
241
BBVA USA Bancshares
Texas
$2.32M -$47.1K -466 -2%
TWM
242
Tolleson Wealth Management
Texas
$2.31M +$2.31M +22,790 New
First Trust Advisors
243
First Trust Advisors
Illinois
$2.3M -$95.7K -946 -4%
MAFM
244
Mid Atlantic Financial Management
Pennsylvania
$2.27M +$2.27M +22,485 New
Brown Advisory
245
Brown Advisory
Maryland
$2.23M +$1.6M +15,843 +256%
HSA
246
HBK Sorce Advisory
Pennsylvania
$2.2M +$1.42M +14,002 +182%
CCM
247
Cribstone Capital Management
Maine
$2.18M -$23.7K -234 -1%
JIC
248
Johnson Investment Counsel
Ohio
$2.15M +$18.4K +182 +0.9%
PWS
249
Paragon Wealth Strategies
Florida
$2.13M -$14K -139 -0.7%
BPA
250
Beacon Pointe Advisors
California
$2.04M +$2.04M +20,194 New
8 9
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