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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 %
UBS AM
401
UBS AM
Illinois
$631K -$562K -5,561 -47%
APA
402
American Portfolios Advisors
New York
$623K +$42.4K +419 +7%
GG
403
Gofen & Glossberg
Illinois
$622K – – –
TIM
404
Thompson Investment Management
Wisconsin
$620K +$8.5K +84 +1%
SAM
405
Summit Asset Management
Tennessee
$620K +$121K +1,200 +24%
CDIA
406
Capital Directions Investment Advisors
Georgia
$610K – – –
SG
407
StoneX Group
New York
$607K -$181K -1,791 -23%
LFG
408
Larson Financial Group
Missouri
$606K +$606K +5,988 New
CWM
409
Confluence Wealth Management
Oregon
$601K +$31.1K +308 +5%
BOS
410
Bank of Stockton
California
$596K +$596K +5,899 New
LWAC
411
Laurel Wealth Advisors (California)
California
$592K +$89.4K +885 +18%
BDF
412
Balasa Dinverno & Foltz
$591K +$72.6K +718 +14%
TIA
413
Tiemann Investment Advisors
California
$590K -$8.5K -84 -1%
WIC
414
Whitegate Investment Counselors
New Hampshire
$589K +$11.7K +116 +2%
AIS
415
American Investment Services
Massachusetts
$587K -$101 -1 -0%
OIA
416
OneDigital Investment Advisors
Kansas
$587K +$13.9K +137 +2%
NEPWA
417
New England Private Wealth Advisors
Massachusetts
$585K +$6.97K +69 +1%
VWM
418
Venturi Wealth Management
Texas
$585K +$172K +1,732 +42%
BPWA
419
Beacon Pointe Wealth Advisors
California
$585K +$585K +5,780 New
PAMG
420
Patton Albertson Miller Group
Tennessee
$577K -$8.89K -81 -2%
TF
421
TimeScale Financial
Massachusetts
$576K +$576K +5,698 New
HR
422
Hayden Royal
North Carolina
$561K +$561K +5,542 New
ABC
423
Associated Banc-Corp
Wisconsin
$556K – – –
LNC
424
Lincoln National Corp
Pennsylvania
$552K -$389K -3,852 -41%
BFO
425
Boston Family Office
Massachusetts
$550K – – –
15 16
17
18 19