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iShares S&P 500 Value ETF
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Overview Fund Activity

626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.

Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.68M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$983M
2
LPL Financial
2
LPL Financial
California
$260M
3
Stifel Financial
3
Stifel Financial
Missouri
$257M
4
SEI Investments
4
SEI Investments
Pennsylvania
$144M
5
Betterment LLC
5
Betterment LLC
New York
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$558M
2
VA
2
Valmark Advisers
Ohio
$220M
3
IH
3
IFC Holdings
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.04B
5
Wells Fargo
5
Wells Fargo
California
$794M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.5M 480,539 +36,824 +8%
RJA
27
Raymond James & Associates
Florida
$49M 447,848 -11,497 -3%
FHB
28
First Hawaiian Bank
Hawaii
$48.2M 441,045 -13,876 -3%
UCFA
29
United Capital Financial Advisors
Texas
$44.7M 408,836 +2,758 +0.7%
BlackRock
30
BlackRock
New York
$44.2M 404,383 -12,340 -3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$43.2M 395,147 -29,143 -7%
HNB
32
Huntington National Bank
Ohio
– – – –
EA
33
Efficient Advisors
Ohio
$40.1M 367,018 -1,329 -0.4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$39.5M 361,491 -3,778 -1%
PFM
35
Phillips Financial Management
Indiana
$37.8M 349,179 -3,430 -1%
BAAM
36
Baker Avenue Asset Management
California
$37.5M 343,157 +27,303 +9%
MA
37
MUFG Americas
New York
$35.9M 328,334 -12,668 -4%
CC
38
Courier Capital
New York
$32M 292,989 -7,215 -2%
PWAG
39
Polaris Wealth Advisory Group
California
$31.5M 287,745 -19,381 -6%
AIP
40
Ameritas Investment Partners
Nebraska
$31M 283,903 +715 +0.3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$30.8M 282,004 -13,539 -5%
Axa
42
Axa
France
$30.6M 279,941 -6,700 -2%
AG
43
Advisor Group
Arizona
$30.2M 276,438 -18,638 -6%
LI
44
LVZ Inc
Michigan
$29M 265,634 +14,424 +6%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$27.9M 255,387 +46,944 +23%
Lido Advisors
46
Lido Advisors
California
$25.7M 234,920 +26,276 +13%
1IA
47
1834 Investment Advisors
Wisconsin
$25.2M 230,729 +11,693 +5%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$23.3M 212,753 +13,073 +7%
UB
49
UMB Bank
Missouri
$23.2M 212,281 -2,774 -1%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$22.3M 203,876 +197,812 +3,262%
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