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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 %
Cerity Partners
401
Cerity Partners
New York
$436K +$10.7K +97 +3%
ZF
402
Zhang Financial
Michigan
$433K – – –
AWA
403
Acorn Wealth Advisors
Michigan
$423K – – –
SWA
404
SFMG Wealth Advisors
Texas
$421K – – –
RIA
405
Regal Investment Advisors
Michigan
$419K -$183K -1,664 -30%
RC
406
RegentAtlantic Capital
New Jersey
$419K – – –
RIS
407
Retirement Income Solutions
Michigan
$417K +$85.5K +775 +26%
RMCM
408
Reynders McVeigh Capital Management
Massachusetts
$416K -$46.3K -420 -10%
WP
409
WealthShield Partners
North Carolina
$408K +$11.4K +103 +3%
BSB
410
Bangor Savings Bank
Maine
$403K – – –
TFCP
411
Twin Focus Capital Partners
Massachusetts
$401K -$148K -1,340 -27%
CCM
412
Condor Capital Management
New Jersey
$399K +$15.9K +144 +4%
SFA
413
Sequoia Financial Advisors
Ohio
$398K – – –
DC
414
Davenport & Co
Virginia
$398K +$35.8K +325 +10%
MC
415
Mathes Company
New York
$396K -$385K -3,500 -49%
GCA
416
Gradient Capital Advisors
California
$396K – – –
WEC
417
Winslow Evans & Crocker
Massachusetts
$394K – – –
BA
418
Birinyi Associates
Connecticut
$391K – – –
SFPM
419
Sensible Financial Planning & Management
Massachusetts
$388K – – –
SCM
420
SOL Capital Management
Maryland
$388K +$19.8K +180 +5%
CAL
421
Capital Advisors Ltd
Ohio
$384K – – –
LSA
422
L & S Advisors
California
$380K -$1.87K -17 -0.5%
AB
423
Atlas Brown
Kentucky
$379K +$34.8K +308 +10%
TTWM
424
TCV Trust & Wealth Management
Virginia
$370K – – –
BIM
425
Bridges Investment Management
Nebraska
$368K – – –
15 16
17
18 19