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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 %
RMCM
426
Reynders McVeigh Capital Management
Massachusetts
$428K -$9.26K -80 -2%
DC
427
Davenport & Co
Virginia
$427K +$8.45K +73 +2%
PWPS
428
Pinnacle Wealth Planning Services
Ohio
$426K -$281K -2,431 -40%
BSB
429
Bangor Savings Bank
Maine
$424K – – –
WPC
430
White Pine Capital
Minnesota
$423K +$135K +1,170 +47%
GCA
431
Gradient Capital Advisors
California
$417K – – –
MC
432
Mathes Company
New York
$417K – – –
BA
433
Birinyi Associates
Connecticut
$417K +$5.79K +50 +1%
WEC
434
Winslow Evans & Crocker
Massachusetts
$414K – – –
SWA
435
SFMG Wealth Advisors
Texas
$413K -$8.59K -78 -2%
SFPM
436
Sensible Financial Planning & Management
Massachusetts
$408K – – –
CAL
437
Capital Advisors Ltd
Ohio
$405K +$579 +5 +0.1%
TFCP
438
Twin Focus Capital Partners
Massachusetts
$396K -$25.2K -218 -6%
SFA
439
Sequoia Financial Advisors
Ohio
$396K -$22.3K -193 -5%
AB
440
Atlas Brown
Kentucky
$396K +$7.41K +64 +2%
BIM
441
Bridges Investment Management
Nebraska
$387K – – –
TW
442
Towerpoint Wealth
California
$383K – – –
LSA
443
L & S Advisors
California
$381K -$18.8K -162 -5%
SSB
444
Sandy Spring Bank
Maryland
$381K – – –
AWA
445
Acorn Wealth Advisors
Michigan
$377K -$47.1K -427 -11%
BS
446
Boenning & Scattergood
Pennsylvania
$377K -$3.93K -34 -1%
EAM
447
Evanson Asset Management
California
$371K +$116 +1 +0%
TTWM
448
TCV Trust & Wealth Management
Virginia
$370K -$17.6K -152 -5%
NFG
449
Next Financial Group
Texas
$369K -$680K -5,878 -65%
SC
450
Scotia Capital
Ontario, Canada
$367K +$4.75K +41 +1%
16 17
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