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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 %
MWM
376
Mission Wealth Management
California
$525K +$220 +2 +0%
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$524K -$24.8K -224 -5%
ATFA
378
All Terrain Financial Advisors
Minnesota
$519K – – –
UIA
379
UBP Investment Advisors
Switzerland
$503K – – –
WTB
380
Washington Trust Bank
Washington
$500K – – –
EWA
381
EP Wealth Advisors
California
$498K – – –
ZCA
382
Zeke Capital Advisors
Pennsylvania
$497K +$37.9K +344 +8%
FCI
383
Financial Counselors Inc
Kansas
$489K -$35.4K -322 -7%
SCI
384
S&CO Inc
Massachusetts
$479K -$209K -1,900 -30%
VWM
385
Venturi Wealth Management
Texas
$478K -$86.6K -754 -15%
SBWM
386
Sunflower Bank Wealth Management
Arizona
$476K – – –
IFA
387
Interactive Financial Advisors
Illinois
$474K -$17.8K -162 -4%
LW
388
Linscomb Wealth
Texas
$466K -$9.81K -89 -2%
DADC
389
D.A. Davidson & Co
Montana
$465K -$21.4K -194 -4%
PBO
390
Peoples Bank (Ohio)
Ohio
$465K -$12.2K -111 -3%
AC
391
Alexandria Capital
Virginia
$464K -$13.4K -122 -3%
MBT
392
Montecito Bank & Trust
California
$462K – – –
CPO
393
Cerity Partners OCIO
New York
$457K – – –
FC
394
Ferris Capital
Massachusetts
$456K – – –
GFP
395
Gryphon Financial Partners
Ohio
$454K -$15.4K -140 -3%
BFPW
396
BOK Financial Private Wealth
Colorado
$451K – – –
TWM
397
Torch Wealth Management
Ohio
$451K – – –
FA
398
Fiducient Advisors
Illinois
$449K – – –
CA
399
Commerzbank Aktiengesellschaft
Germany
$447K – – –
Truist Financial
400
Truist Financial
North Carolina
$441K -$26.8K -243 -6%
14 15
16
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