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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 %
PA
426
Parkside Advisors
California
$366K -$11.1K -100 -3%
TW
427
Towerpoint Wealth
California
$365K -$53.5K -485 -13%
BS
428
Boenning & Scattergood
Pennsylvania
$363K +$363K +3,292 New
SSB
429
Sandy Spring Bank
Maryland
$362K -$19.8K -180 -5%
MCM
430
Murphy Capital Management
New Jersey
$358K +$44.8K +408 +14%
EAM
431
Evanson Asset Management
California
$353K +$14K +127 +4%
FHA
432
First Horizon Advisors
Tennessee
$350K +$124K +1,123 +55%
PFBT
433
Parkside Financial Bank & Trust
Missouri
$346K – – –
SC
434
Scotia Capital
Ontario, Canada
$341K – – –
CCT
435
Country Club Trust
Missouri
$340K -$1.1K -10 -0.3%
TI
436
Truepoint Inc
Ohio
$336K +$299K +2,710 +797%
PWA
437
Peterson Wealth Advisors
Utah
$334K -$12K -109 -3%
CA
438
Calton & Associates
Florida
$330K +$52.2K +454 +19%
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K -$771 -7 -0.2%
NAM
440
NTV Asset Management
West Virginia
$321K – – –
CAM
441
Close Asset Management
United Kingdom
$321K – – –
JGIA
442
Jackson Grant Investment Advisers
Connecticut
$319K – – –
HPWM
443
Highland Private Wealth Management
Washington
$316K +$316K +2,873 New
BAM
444
Belpointe Asset Management
Nevada
$314K +$314K +2,849 New
WF
445
Welch & Forbes
Massachusetts
$309K – – –
SWM
446
Stockman Wealth Management
Montana
$308K – – –
CTC
447
Central Trust Company
Missouri
$305K -$4.18K -38 -1%
LWM
448
Lenox Wealth Management
Ohio
$304K +$53.7K +484 +21%
LWA
449
Lenox Wealth Advisors
New York
$299K +$49.8K +452 +20%
BEC
450
Blue Edge Capital
Virginia
$297K -$15.9K -144 -5%
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