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iShares S&P 500 Value ETF
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Overview Fund Activity

626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.68M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$134M
2
LPL Financial
LPL Financial
California
+$75.3M
3
Stifel Financial
Stifel Financial
Missouri
+$48.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$35.8M
5
Betterment LLC
Betterment LLC
New York
+$21.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$496M
2
VA
Valmark Advisers
Ohio
-$161M
3
HNB
Huntington National Bank
Ohio
-$45M
4
Morgan Stanley
Morgan Stanley
New York
-$44.6M
5
Wells Fargo
Wells Fargo
California
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Cornerstone Wealth Management
Missouri
$964K +$301K +2,810 +45%
RJT
302
Raymond James Trust
Florida
$960K -$35.3K -323 -4%
PFA
303
Pinnacle Family Advisors
Missouri
$957K -$29K -265 -3%
VFA
304
Valeo Financial Advisors
Indiana
$951K +$486K +4,450 +105%
AFP
305
Ausdal Financial Partners
Iowa
$950K +$500K +4,573 +111%
TRCT
306
Tower Research Capital (TRC)
New York
$945K +$945K +8,641 New
FA
307
FDx Advisors
Illinois
$940K -$1.19M -10,866 -56%
FCC
308
Florin Court Capital
United Kingdom
$937K -$4.89M -44,700 -84%
DPI
309
Diversified Portfolios Inc
Michigan
$930K – – –
PWPS
310
Pinnacle Wealth Planning Services
Ohio
$897K +$743K +6,800 +483%
AIM
311
Advantage Investment Management
Iowa
$895K -$2.46M -22,530 -73%
ACM
312
Azimuth Capital Management
Michigan
$895K -$62.9K -575 -7%
IWM
313
IHT Wealth Management
Illinois
$894K +$455K +4,246 +104%
PAG
314
Pinnacle Advisory Group
Maryland
$890K -$551K -5,037 -38%
FTUS
315
Flow Traders U.S.
New York
$888K +$888K +8,126 New
AL
316
Aspiriant LLC
California
$873K +$873K +7,987 New
SC
317
Stratford Consulting
Texas
$871K +$328 +3 +0%
FCBT
318
First Citizens Bank & Trust
North Carolina
$870K -$4.44M -40,579 -84%
CWM
319
Confluence Wealth Management
Oregon
$870K – – –
KPCM
320
Kings Point Capital Management
New York
$852K +$26.6K +243 +3%
CIAS
321
Capital Investment Advisory Services
North Carolina
$842K +$43.4K +397 +5%
SG
322
StoneX Group
New York
$842K +$188K +1,719 +29%
CFG
323
Citizens Financial Group
Rhode Island
$824K -$1.86K -17 -0.2%
PL
324
Plancorp LLC
Missouri
$824K +$333K +3,050 +68%
Barclays
325
Barclays
United Kingdom
$820K -$2.84K -26 -0.3%
11 12
13
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