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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 %
PA
301
PFG Advisors
Arizona
$1.46M -$84.6K -761 -5%
AWP
302
Ascent Wealth Partners
New York
$1.44M +$82K +811 +6%
Millennium Management
303
Millennium Management
New York
$1.44M +$95.9K +948 +7%
Invesco
304
Invesco
Georgia
$1.43M -$899K -8,887 -39%
GLLW
305
Graves Light Lenhart Wealth
Virginia
$1.42M +$1.42M +14,070 New
WB
306
WesBanco Bank
West Virginia
$1.42M +$161K +1,596 +13%
CBU
307
CIBC Bank USA
Illinois
$1.42M – – –
EIP
308
Ellis Investment Partners
Pennsylvania
$1.42M +$1.42M +14,001 New
CWM
309
Connecticut Wealth Management
Connecticut
$1.41M +$1.41M +13,928 New
JA
310
JOYN Advisors
Georgia
$1.41M +$934K +9,240 +198%
IP
311
Investment Partners
Ohio
$1.37M – – –
CL
312
Choreo LLC
Illinois
$1.36M +$3.74K +37 +0.3%
AA
313
Advisory Alpha
Michigan
$1.31M -$5.82K -53 -0.4%
CIR
314
Clear Investment Research
Georgia
$1.3M +$53K +524 +4%
Prudential Financial
315
Prudential Financial
New Jersey
$1.29M +$646K +6,387 +101%
BRWA
316
B. Riley Wealth Advisors
Florida
$1.29M -$191K -1,884 -13%
GT
317
Glenview Trust
Kentucky
$1.27M +$199K +1,963 +19%
GPWA
318
Great Point Wealth Advisors
Massachusetts
$1.27M +$1.27M +12,542 New
BEC
319
Blue Edge Capital
Virginia
$1.27M +$615K +6,085 +94%
AAS
320
Avantax Advisory Services
Texas
$1.26M +$1.26M +12,479 New
MAS
321
Managed Account Services
Florida
$1.24M +$11.8K +109 +1%
MSA
322
Marino Stram & Associates
Massachusetts
$1.24M +$92.5K +914 +8%
BRWM
323
B. Riley Wealth Management
Tennessee
$1.22M -$38.6K -382 -3%
BWP
324
Bernardo Wealth Planning
Pennsylvania
$1.22M +$1.22M +12,081 New
EWA
325
EP Wealth Advisors
California
$1.22M +$499K +4,935 +69%
11 12
13
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