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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
+$408M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$336M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38M
4
UBS Group
UBS Group
Switzerland
+$33.5M
5
SEI Investments
SEI Investments
Pennsylvania
+$31.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$377M
2
VA
Valmark Advisers
Ohio
-$145M
3
Franklin Resources
Franklin Resources
California
-$107M
4
HNB
Huntington National Bank
Ohio
-$42.5M
5
Wells Fargo
Wells Fargo
California
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
276
Dimension Capital Management
Florida
$1.13M – – –
GT
277
Glenview Trust
Kentucky
$1.13M – – –
BP
278
Ballentine Partners
Massachusetts
$1.12M +$4.41K +40 +0.4%
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$1.12M +$113K +1,026 +11%
TNB
280
Thomasville National Bank
Georgia
$1.12M +$26.4K +240 +2%
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$1.12M -$37.3K -339 -3%
SC
282
Savant Capital
Illinois
$1.11M -$12.6K -114 -1%
BCWM
283
Blue Chip Wealth Management
Florida
$1.08M – – –
LFG
284
LifePlan Financial Group
Ohio
$1.08M +$35.5K +322 +3%
APSP
285
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.07M -$76.6K -695 -7%
MG
286
Mather Group
Illinois
$1.07M -$405K -3,676 -28%
HA
287
Harborview Advisors
Maine
$1.06M -$4.41K -40 -0.4%
KBFS
288
Kohmann Bosshard Financial Services
Ohio
$1.05M -$44.5K -404 -4%
AFP
289
Ausdal Financial Partners
Iowa
$1.05M +$88.3K +802 +9%
ECM
290
ETrade Capital Management
Virginia
$1.03M -$8.48K -77 -0.8%
BA
291
Bristlecone Advisors
Washington
$1.02M -$71K -645 -7%
WHG
292
Westwood Holdings Group
Texas
$1.01M -$102K -926 -9%
NFG
293
Next Financial Group
Texas
$999K -$2.32M -21,015 -70%
HSA
294
HBK Sorce Advisory
Pennsylvania
$999K +$398K +3,612 +66%
SG
295
StoneX Group
New York
$993K +$145K +1,319 +17%
BWA
296
BlueSky Wealth Advisors
North Carolina
$991K +$11.2K +102 +1%
AAP
297
Arax Advisory Partners
Colorado
$988K – – –
BAC
298
Boys Arnold & Co
North Carolina
$986K – – –
IWC
299
Integrated Wealth Concepts
Massachusetts
$973K -$51.9K -472 -5%
PFA
300
Pinnacle Family Advisors
Missouri
$963K -$7.21K -65 -0.7%
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