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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
+$403M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$119M
3
Morgan Stanley
Morgan Stanley
New York
+$117M
4
AG
Advisor Group
Arizona
+$45.7M
5
G
Gainplan
Michigan
+$26.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$632M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$107M
3
Betterment LLC
Betterment LLC
New York
-$43.6M
4
HNB
Huntington National Bank
Ohio
-$42.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$1.6M -$348K -3,003 -18%
CW
252
Cobiz Wealth
Colorado
$1.57M +$579 +5 +0%
BCM
253
BTC Capital Management
Iowa
$1.57M +$1.57M +13,512 New
CL
254
Choreo LLC
Illinois
$1.56M +$2.45K +21 +0.2%
AWP
255
Ascent Wealth Partners
New York
$1.56M +$103K +891 +7%
Millennium Management
256
Millennium Management
New York
$1.54M -$347K -2,995 -18%
PA
257
PFG Advisors
Arizona
$1.54M -$8.38K -76 -0.5%
IWP
258
Icon Wealth Partners
Texas
$1.52M +$167K +1,446 +12%
WI
259
Wintrust Investments
Illinois
$1.51M -$23.2K -200 -2%
IWM
260
IHT Wealth Management
Illinois
$1.45M +$158K +1,362 +12%
BRWM
261
B. Riley Wealth Management
Tennessee
$1.45M +$1.45M +12,487 New
HW
262
Hancock Whitney
Mississippi
$1.45M -$84.7K -731 -6%
WB
263
WesBanco Bank
West Virginia
$1.44M +$189K +1,633 +15%
BJL
264
Brighton Jones LLC
Washington
$1.44M +$609K +5,252 +74%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$1.43M +$247K +2,122 +21%
CIR
266
Clear Investment Research
Georgia
$1.42M -$8.41M -72,559 -86%
MIAN
267
Mariner Independent Advisor Network
Kansas
$1.41M +$1.41M +12,149 New
N
268
Natixis
France
$1.39M +$1.39M +12,000 New
RJT
269
Raymond James Trust
Florida
$1.38M +$394K +3,398 +40%
UBS AM
270
UBS AM
Illinois
$1.37M -$8.4M -72,556 -86%
CWM
271
Calamos Wealth Management
Illinois
$1.37M -$7.51M -64,829 -85%
GFPC
272
Global Financial Private Capital
Florida
$1.36M +$70.7K +610 +5%
DBRC
273
D.B. Root & Company
Pennsylvania
$1.36M -$5.33K -46 -0.4%
HB
274
Homrich & Berg
Georgia
$1.35M +$348 +3 +0%
DSA
275
Davis Selected Advisers
Arizona
$1.33M +$1.33M +11,488 New
9 10
11
12 13