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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 %
CDIA
351
Capital Directions Investment Advisors
Georgia
$699K – – –
TIA
352
Tiemann Investment Advisors
California
$685K -$6.37K -55 -0.9%
AIS
353
American Investment Services
Massachusetts
$672K – – –
APA
354
American Portfolios Advisors
New York
$665K -$22.4K -193 -3%
NEPWA
355
New England Private Wealth Advisors
Massachusetts
$663K +$3.82K +33 +0.6%
WIC
356
Whitegate Investment Counselors
New Hampshire
$661K +$14.1K +122 +2%
OIA
357
OneDigital Investment Advisors
Kansas
$656K +$15.8K +136 +2%
AL
358
Aspiriant LLC
California
$655K -$270K -2,333 -29%
CWM
359
Confluence Wealth Management
Oregon
$653K -$269K -2,322 -29%
Truist Financial
360
Truist Financial
North Carolina
$653K +$190K +1,636 +41%
KPCM
361
Kings Point Capital Management
New York
$641K – – –
PA
362
Pinnacle Associates
New York
$636K -$63.7K -550 -9%
ABC
363
Associated Banc-Corp
Wisconsin
$636K – – –
BFO
364
Boston Family Office
Massachusetts
$630K – – –
OWD
365
Osborn Williams & Donohoe
Ohio
$624K – – –
RCA
366
Rex Capital Advisors
Rhode Island
$607K – – –
WA
367
Waverly Advisors
Alabama
$607K – – –
RVPG
368
Relative Value Partners Group
$604K +$34.6K +297 +6%
TFO
369
Tarbox Family Office
California
$603K – – –
IIC
370
Integrated Investment Consultants
Michigan
$594K – – –
BDF
371
Balasa Dinverno & Foltz
$593K -$21.5K -186 -4%
WOC
372
West Oak Capital
California
$589K -$1.74K -15 -0.3%
CCP
373
Corient Capital Partners
California
$581K – – –
Nomura Asset Management
374
Nomura Asset Management
Japan
$577K +$577K +4,980 New
LWAC
375
Laurel Wealth Advisors (California)
California
$576K – – –
13 14
15
16 17