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iShares S&P 500 Value ETF
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Overview Fund Activity

636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$408M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$336M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38M
4
UBS Group
UBS Group
Switzerland
+$33.5M
5
SEI Investments
SEI Investments
Pennsylvania
+$31.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$377M
2
VA
Valmark Advisers
Ohio
-$145M
3
Franklin Resources
Franklin Resources
California
-$107M
4
HNB
Huntington National Bank
Ohio
-$42.5M
5
Wells Fargo
Wells Fargo
California
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJMC
326
Hellman Jordan Management Company
Massachusetts
$765K -$863K -7,836 -53%
PWAP
327
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$743K +$62.7K +570 +9%
FPGK
328
Financial Partners Group (Kansas)
Kansas
$730K +$68.8K +624 +10%
LYV
329
Live Your Vision
Pennsylvania
$722K – – –
GH
330
GAM Holding
Switzerland
$710K -$660K -5,990 -48%
PP
331
PagnatoKarp Partners
Virginia
$706K -$18.5K -167 -3%
CA
332
Crewe Advisors
Utah
$700K -$52.1K -473 -7%
KA
333
Kovack Advisors
Florida
$684K -$88K -799 -11%
GG
334
Gofen & Glossberg
Illinois
$677K – – –
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$673K -$230K -2,092 -25%
PA
336
Pinnacle Associates
New York
$665K – – –
TIM
337
Thompson Investment Management
Wisconsin
$665K +$162K +1,473 +32%
CDIA
338
Capital Directions Investment Advisors
Georgia
$664K -$58K -527 -8%
TIA
339
Tiemann Investment Advisors
California
$657K -$39.4K -358 -6%
APA
340
American Portfolios Advisors
New York
$654K +$2.53K +23 +0.4%
NFG
341
Nations Financial Group
Iowa
$647K -$96.7K -878 -13%
AIS
342
American Investment Services
Massachusetts
$639K -$50.3K -457 -7%
RA
343
RFG Advisory
Alabama
$636K +$636K +5,772 New
CAM
344
Concorde Asset Management
Michigan
$635K -$7.26K -66 -1%
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$626K – – –
WIC
346
Whitegate Investment Counselors
New Hampshire
$615K +$16.3K +148 +3%
SBH
347
Segall Bryant & Hamill
Illinois
$612K +$60.5K +550 +11%
KPCM
348
Kings Point Capital Management
New York
$610K -$249K -2,259 -29%
OIA
349
OneDigital Investment Advisors
Kansas
$608K -$6.38K -58 -1%
ABC
350
Associated Banc-Corp
Wisconsin
$605K – – –
12 13
14
15 16