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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.

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
1
TD Ameritrade Investment Management
Nebraska
$415M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$349M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$607M
4
UBS Group
4
UBS Group
Switzerland
$396M
5
SEI Investments
5
SEI Investments
Pennsylvania
$176M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$612M
2
VA
2
Valmark Advisers
Ohio
$76.4M
3
Franklin Resources
3
Franklin Resources
California
$2.12M
4
Wells Fargo
4
Wells Fargo
California
$774M
5
PMAM
5
Picton Mahoney Asset Management
Ontario, Canada
$815K
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$55.8M 506,867 -23,554 -4%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55M 499,000 +18,461 +4%
HFBOT
28
Home Federal Bank of Tennessee
Tennessee
$54.9M 498,606 +13,974 +3%
BlackRock
29
BlackRock
New York
$49.4M 448,950 +44,567 +11%
FHB
30
First Hawaiian Bank
Hawaii
$48.2M 437,472 -3,573 -0.8%
Axa
31
Axa
France
$47.6M 432,141 +152,200 +54%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$44.3M 402,342 +40,851 +11%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$43.3M 393,253 -1,894 -0.5%
HNB
34
Huntington National Bank
Ohio
– – – –
EA
35
Efficient Advisors
Ohio
$40.5M 367,552 +534 +0.1%
UCFA
36
United Capital Financial Advisors
Texas
$39.7M 360,551 -48,285 -12%
BAAM
37
Baker Avenue Asset Management
California
$39M 354,484 +11,327 +3%
PFM
38
Phillips Financial Management
Indiana
$38.5M 349,991 +812 +0.2%
Lido Advisors
39
Lido Advisors
California
$33.8M 306,773 +71,853 +31%
CC
40
Courier Capital
New York
$32.4M 293,807 +818 +0.3%
PWAG
41
Polaris Wealth Advisory Group
California
$31.4M 287,029 -716 -0.2%
LI
42
LVZ Inc
Michigan
$30.5M 277,311 +11,677 +4%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$30.2M 274,508 -7,496 -3%
EWF
44
Epstein & White Financial
California
$29.7M 269,932 +269,932 New
AG
45
Advisor Group
Arizona
$28.1M 254,747 -21,691 -8%
MA
46
MUFG Americas
New York
$27.3M 247,476 -80,858 -25%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$26.9M 244,306 -11,081 -4%
1IA
48
1834 Investment Advisors
Wisconsin
$26.8M 243,725 +12,996 +6%
AIP
49
Ameritas Investment Partners
Nebraska
$25.3M 229,598 -54,305 -19%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$24.9M 226,474 +22,598 +11%
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