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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 %
HA
301
Harborview Advisors
Maine
$1.11M -$3.36K -29 -0.3%
AAP
302
Arax Advisory Partners
Colorado
$1.11M +$67K +579 +6%
AFP
303
Ausdal Financial Partners
Iowa
$1.1M +$695 +6 +0.1%
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.1M -$9.33K -82 -0.8%
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$1.1M -$2.2K -19 -0.2%
ECM
306
ETrade Capital Management
Virginia
$1.08M -$1.62K -14 -0.1%
LNC
307
Lincoln National Corp
Pennsylvania
$1.08M +$85.4K +737 +9%
PFA
308
Pinnacle Family Advisors
Missouri
$1.08M +$71.7K +619 +7%
BWA
309
BlueSky Wealth Advisors
North Carolina
$1.07M +$17.7K +152 +2%
CIAS
310
Capital Investment Advisory Services
North Carolina
$1.05M +$79.6K +687 +8%
IWC
311
Integrated Wealth Concepts
Massachusetts
$970K -$58.4K -502 -6%
DPI
312
Diversified Portfolios Inc
Michigan
$969K -$5.44K -47 -0.6%
FHA
313
Flagship Harbor Advisors
Massachusetts
$937K -$63.8K -549 -6%
CAC
314
Certified Advisory Corp
Florida
$916K +$299K +2,584 +49%
SG
315
StoneX Group
New York
$903K -$142K -1,224 -14%
SC
316
Stratford Consulting
Texas
$900K -$5.45K -47 -0.6%
HSA
317
HBK Sorce Advisory
Pennsylvania
$893K -$158K -1,362 -15%
PL
318
Plancorp LLC
Missouri
$874K – – –
Barclays
319
Barclays
United Kingdom
$869K -$395K -3,411 -31%
CFG
320
Citizens Financial Group
Rhode Island
$868K -$1.97K -17 -0.2%
EWM
321
Evercore Wealth Management
New York
$860K – – –
PMAM
322
Picton Mahoney Asset Management
Ontario, Canada
$859K – – –
USAA
323
United Services Automobile Association
Texas
$854K – – –
FPGK
324
Financial Partners Group (Kansas)
Kansas
$853K +$85.1K +734 +11%
WP
325
WealthShield Partners
North Carolina
$850K +$421K +3,611 +98%
11 12
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