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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 %
EIA
276
Eldridge Investment Advisors
New Hampshire
$1.31M -$100K -865 -7%
MSA
277
Marino Stram & Associates
Massachusetts
$1.31M +$24.3K +210 +2%
PCG
278
Private Capital Group
Connecticut
$1.31M +$53.4K +458 +4%
AW
279
ACG Wealth
Georgia
$1.29M -$2.43K -21 -0.2%
AA
280
Advisory Alpha
Michigan
$1.29M +$86.5K +804 +7%
MAS
281
Managed Account Services
Florida
$1.27M +$115K +1,032 +10%
RBC
282
Roble Belko & Company
Pennsylvania
$1.27M – – –
BCA
283
Bay Colony Advisors
Massachusetts
$1.25M +$3.82K +33 +0.3%
SC
284
Savant Capital
Illinois
$1.25M +$77.3K +667 +7%
GT
285
Glenview Trust
Kentucky
$1.23M +$43K +371 +4%
BA
286
Bristlecone Advisors
Washington
$1.23M +$156K +1,345 +15%
TFF
287
The Family Firm
Maryland
$1.22M +$6.02K +52 +0.5%
MLICM
288
Metropolitan Life Insurance Company (MetLife)
New York
$1.19M -$23.2K -200 -2%
BAC
289
Boys Arnold & Co
North Carolina
$1.19M +$151K +1,300 +15%
DCM
290
Dimension Capital Management
Florida
$1.19M – – –
Jane Street
291
Jane Street
New York
$1.19M +$875K +7,556 +280%
RA
292
RFG Advisory
Alabama
$1.18M +$514K +4,437 +77%
BP
293
Ballentine Partners
Massachusetts
$1.18M – – –
TNB
294
Thomasville National Bank
Georgia
$1.16M -$20.8K -180 -2%
MG
295
Mather Group
Illinois
$1.15M +$28.4K +245 +3%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$1.15M -$28.4K -245 -2%
BCWM
297
Blue Chip Wealth Management
Florida
$1.15M +$4.17K +36 +0.4%
ACM
298
Azimuth Capital Management
Michigan
$1.14M +$197K +1,700 +21%
WHG
299
Westwood Holdings Group
Texas
$1.14M +$75.3K +650 +7%
LFG
300
LifePlan Financial Group
Ohio
$1.14M -$348 -3 -0%
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