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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 %
SFS
376
Sowell Financial Services
Arkansas
$811K +$811K +8,023 New
W
377
Wealthquest
Ohio
$772K +$772K +7,634 New
HIS
378
Harvest Investment Services
Illinois
$770K +$770K +7,146 New
PA
379
Pinnacle Associates
New York
$766K +$210K +2,080 +38%
CFG
380
Citizens Financial Group
Rhode Island
$754K -$4.05K -40 -0.5%
EWM
381
Evercore Wealth Management
New York
$751K – – –
SC
382
Stratford Consulting
Texas
$747K -$38.9K -385 -5%
USAA
383
United Services Automobile Association
Texas
$746K – – –
NFG
384
Nations Financial Group
Iowa
$746K +$23.2K +229 +3%
PMAM
385
Picton Mahoney Asset Management
Ontario, Canada
$745K – – –
WLIM
386
White Lighthouse Investment Management
Massachusetts
$738K – – –
HI
387
Human Investing
Oregon
$738K +$738K +4,300 New
TFA
388
TPG Financial Advisors
Oregon
$730K +$730K +7,214 New
FNBTCON
389
First National Bank & Trust Co of Newtown
Pennsylvania
$711K – – –
RA
390
RFG Advisory
Alabama
$708K -$325K -3,211 -31%
PL
391
Plancorp LLC
Missouri
$708K -$54.6K -540 -7%
BWP
392
Baldwin Wealth Partners
Massachusetts
$692K -$9.82K -97 -1%
RCAG
393
Rehmann Capital Advisory Group
Michigan
$680K -$17.1M -168,596 -96%
LYV
394
Live Your Vision
Pennsylvania
$677K – – –
IIC
395
Integrated Investment Consultants
Michigan
$675K +$156K +1,539 +30%
CAM
396
Concorde Asset Management
Michigan
$673K -$63.1K -622 -9%
PP
397
PagnatoKarp Partners
Virginia
$646K +$810 +8 +0.1%
CA
398
Crewe Advisors
Utah
$643K – – –
FMTC
399
Farmers & Merchants Trust Company
California
$636K +$636K +6,287 New
RIM
400
Redwood Investment Management
Arizona
$635K -$1.11M -10,965 -64%
14 15
16
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