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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
+$719M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$133M
3
DSA
Davis Selected Advisers
Arizona
+$50.9M
4
BlackRock
BlackRock
New York
+$39.6M
5
AG
Advisor Group
Arizona
+$39.2M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$486M
2
CWM
Cornerstone Wealth Management
Missouri
-$162M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$64.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$49.8M
5
HNB
Huntington National Bank
Ohio
-$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
326
Raymond James Trust
Florida
$1.2M -$3.94K -39 -0.3%
SCM
327
SOL Capital Management
Maryland
$1.18M +$786K +7,770 +200%
N
328
Natixis
France
$1.16M -$51.9K -513 -4%
VFA
329
Voya Financial Advisors
Connecticut
$1.16M -$641K -6,384 -36%
MG
330
Mather Group
Illinois
$1.15M +$145K +1,437 +14%
HB
331
Homrich & Berg
Georgia
$1.14M -$41K -405 -3%
EIA
332
Eldridge Investment Advisors
New Hampshire
$1.14M -$7.48K -74 -0.7%
AW
333
ACG Wealth
Georgia
$1.13M +$2.02K +20 +0.2%
CW
334
Cobiz Wealth
Colorado
$1.12M -$250K -2,468 -18%
MFW
335
Meristem Family Wealth
Minnesota
$1.12M +$1.12M +11,048 New
RBC
336
Roble Belko & Company
Pennsylvania
$1.11M – – –
BWA
337
BlueSky Wealth Advisors
North Carolina
$1.1M +$119K +1,115 +12%
FCBT
338
First Citizens Bank & Trust
North Carolina
$1.09M +$355K +3,511 +48%
MLICM
339
Metropolitan Life Insurance Company (MetLife)
New York
$1.08M +$40.5K +400 +4%
Renaissance Technologies
340
Renaissance Technologies
New York
$1.08M +$1.08M +10,700 New
TFF
341
The Family Firm
Maryland
$1.08M +$11K +109 +1%
TWP
342
Total Wealth Planning
Ohio
$1.06M +$1.06M +10,517 New
BCA
343
Bay Colony Advisors
Massachusetts
$1.05M -$49K -484 -4%
TF
344
Trek Financial
Arizona
$1.04M +$1.04M +10,278 New
DCM
345
Dimension Capital Management
Florida
$1.04M – – –
PCG
346
Private Capital Group
Connecticut
$1.03M -$102K -1,005 -9%
BA
347
Bristlecone Advisors
Washington
$1.03M -$38.2K -378 -4%
BAC
348
Boys Arnold & Co
North Carolina
$1.02M -$8.53K -85 -0.8%
GFPC
349
Global Financial Private Capital
Florida
$1.02M -$175K -1,731 -15%
AWA
350
Alaska Wealth Advisors
Alaska
$1.01M +$1.01M +9,954 New
12 13
14
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