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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 %
BSW
251
Buckingham Strategic Wealth
Missouri
$2M +$471K +4,655 +31%
EPA
252
Element Pointe Advisors
Florida
$1.99M +$1.99M +19,705 New
IWP
253
Icon Wealth Partners
Texas
$1.99M +$666K +6,589 +50%
SWP
254
Stratos Wealth Partners
Ohio
$1.96M +$513K +5,067 +35%
BAM
255
Belpointe Asset Management
Nevada
$1.95M -$55.6K -550 -3%
RVPG
256
Relative Value Partners Group
$1.94M +$1.42M +14,017 +270%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$1.93M – – –
BCM
258
BTC Capital Management
Iowa
$1.93M +$559K +5,525 +41%
CWM
259
Cornerstone Wealth Management
Missouri
$1.9M -$162M -1,595,778 -99%
FMC
260
First Merchants Corp
Indiana
$1.89M – – –
Franklin Resources
261
Franklin Resources
California
$1.89M +$9.11K +90 +0.5%
PP
262
Palladium Partners
Virginia
$1.87M -$43.4K -429 -2%
IWM
263
IHT Wealth Management
Illinois
$1.86M +$593K +5,864 +47%
MIAN
264
Mariner Independent Advisor Network
Kansas
$1.85M +$591K +5,692 +47%
Jane Street
265
Jane Street
New York
$1.84M +$801K +7,917 +77%
FPGK
266
Financial Partners Group (Kansas)
Kansas
$1.83M +$1.08M +10,706 +145%
BCM
267
Brasada Capital Management
Texas
$1.83M -$63K -623 -3%
SHA
268
Seneca House Advisors
Virginia
$1.82M +$106K +1,050 +6%
AWM
269
AE Wealth Management
Kansas
$1.82M -$36.2K -358 -2%
MSWMA
270
Market Street Wealth Management Advisors
Indiana
$1.81M +$1.81M +17,905 New
IF
271
Ironwood Financial
Arizona
$1.81M +$43K +425 +2%
GIA
272
Gladstone Institutional Advisory
Florida
$1.79M +$1.79M +17,727 New
HA
273
Hamel Associates
New Jersey
$1.78M -$15.3K -151 -0.8%
OC
274
Oppenheimer & Co
New York
$1.78M -$381K -3,764 -18%
MGIA
275
Matthew Goff Investment Advisor
Texas
$1.78M -$72.2K -714 -4%
9 10
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