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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 %
PAMG
376
Patton Albertson Miller Group
Tennessee
$574K – – –
AWM
377
Altium Wealth Management
New York
$573K -$8.58K -74 -1%
RIA
378
Regal Investment Advisors
Michigan
$573K +$132K +1,139 +30%
WAM
379
Wolverine Asset Management
Illinois
$573K +$431K +3,723 +303%
SAM
380
Summit Asset Management
Tennessee
$572K – – –
CAI
381
Capital Advisors Inc
Oklahoma
$562K -$232 -2 -0%
SBH
382
Segall Bryant & Hamill
Illinois
$553K -$90.9K -785 -14%
CAPTRUST Financial Advisors
383
CAPTRUST Financial Advisors
North Carolina
$551K – – –
JA
384
JOYN Advisors
Georgia
$541K -$58K -500 -10%
PA
385
Prism Advisors
California
$540K – – –
VFA
386
Valeo Financial Advisors
Indiana
$539K +$28.5K +260 +6%
MWM
387
Mission Wealth Management
California
$536K -$15.5K -134 -3%
UIA
388
UBP Investment Advisors
Switzerland
$533K – – –
ZCA
389
Zeke Capital Advisors
Pennsylvania
$523K – – –
DADC
390
D.A. Davidson & Co
Montana
$515K +$26.2K +226 +5%
FCI
391
Financial Counselors Inc
Kansas
$513K -$1.62K -14 -0.3%
PBO
392
Peoples Bank (Ohio)
Ohio
$506K +$17.4K +150 +4%
SCI
393
S&CO Inc
Massachusetts
$504K – – –
WPSG
394
Wealth & Pension Services Group
Georgia
$504K +$504K +4,350 New
SBWM
395
Sunflower Bank Wealth Management
Arizona
$501K – – –
NDSI
396
Newman Dignan & Sheerar Inc
Rhode Island
$501K – – –
BS
397
Banco Santander
Spain
$500K -$90.3K -780 -15%
JIR
398
James Investment Research
Ohio
$500K -$69.4K -600 -12%
IFA
399
Interactive Financial Advisors
Illinois
$497K -$2.2K -19 -0.4%
Koshinski Asset Management
400
Koshinski Asset Management
Illinois
$494K +$237K +2,051 +93%
14 15
16
17 18