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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 %
DWM
276
Darwin Wealth Management
Florida
$1.75M -$600K -5,930 -26%
BMCM
277
Bryn Mawr Capital Management
Pennsylvania
$1.75M -$229K -2,260 -12%
SCM
278
Smith Capital Management
Arkansas
$1.75M +$1.75M +17,284 New
DE
279
Day & Ennis
Georgia
$1.75M -$43K -425 -2%
RFO
280
RiverGlades Family Offices
Florida
$1.75M +$1.75M +17,271 New
MFT
281
Moisand Fitzgerald Tamayo
Florida
$1.73M +$30.4K +301 +2%
APP
282
Avantax Planning Partners
Iowa
$1.71M -$54.1K -535 -3%
AllianceBernstein
283
AllianceBernstein
Tennessee
$1.7M +$53.7K +531 +3%
UAS
284
United Asset Strategies
New York
$1.69M +$144K +1,422 +9%
Cetera Investment Advisers
285
Cetera Investment Advisers
Illinois
$1.69M +$442K +4,366 +35%
WP
286
WMS Partners
Maryland
$1.68M – – –
TF
287
TIAA FSB
Florida
$1.64M -$33.7K -333 -2%
ELC
288
Edgar Lomax Company
Virginia
$1.63M – – –
GLA
289
Great Lakes Advisors
Illinois
$1.61M +$1.61M +15,963 New
WAM
290
Wealthspire Advisors (Maryland)
Maryland
$1.61M – – –
CC
291
Cadinha & Co
Hawaii
$1.6M -$343K -3,391 -18%
MAM
292
Marquette Asset Management
Minnesota
$1.59M – – –
WI
293
Wintrust Investments
Illinois
$1.58M +$264K +2,613 +20%
GWA
294
Guidant Wealth Advisors
Illinois
$1.56M -$3.3M -32,608 -68%
BC
295
Bartlett & Co
Ohio
$1.55M +$1.34M +13,264 +644%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$1.55M +$1.34M +13,264 +644%
HW
297
Hancock Whitney
Mississippi
$1.51M +$252K +2,492 +20%
AIA
298
Arcadia Investment Advisors
Idaho
$1.49M -$2.73K -27 -0.2%
MMHP
299
Murphy Middleton Hinkle & Parker
Georgia
$1.49M +$86.9K +859 +6%
TCM
300
Telos Capital Management
California
$1.46M -$167K -1,653 -10%
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