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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
$1.62B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
AG
Advisor Group
Arizona
$75.2M
5
G
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$11.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
Betterment LLC
New York
$145M
4
HNB
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62.5M +$4.66M +40,220 +8%
HFBOT
27
Home Federal Bank of Tennessee
Tennessee
$58.1M +$338K +2,915 +0.6%
KeyBank National Association
28
KeyBank National Association
Ohio
$56.7M -$1.98M -17,087 -3%
BlackRock
29
BlackRock
New York
$53M +$968K +8,360 +2%
FHB
30
First Hawaiian Bank
Hawaii
$50.2M -$513K -4,427 -1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$49.8M +$3.19M +27,531 +7%
UCFA
32
United Capital Financial Advisors
Texas
$46.3M +$4.53M +39,124 +11%
HNB
33
Huntington National Bank
Ohio
$46.1M -$42.7M – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$45.6M +$72.1K +622 +0.2%
BAAM
35
Baker Avenue Asset Management
California
$42.8M +$1.71M +14,743 +4%
EA
36
Efficient Advisors
Ohio
$41.4M -$1.13M -9,787 -3%
Lido Advisors
37
Lido Advisors
California
$40.7M +$4.96M +42,580 +14%
Axa
38
Axa
France
$40.2M -$9.87M -85,200 -20%
PFM
39
Phillips Financial Management
Indiana
$38.4M -$2.26M -19,427 -6%
CC
40
Courier Capital
New York
$34.1M +$91.1K +786 +0.3%
PWAG
41
Polaris Wealth Advisory Group
California
$32.1M -$1.13M -9,771 -3%
LI
42
LVZ Inc
Michigan
$31.8M +$553K +4,904 +2%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$31.5M +$18.6M +160,931 +145%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$31.2M -$569K -4,914 -2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$29.4M +$1.13M +9,743 +4%
1IA
46
1834 Investment Advisors
Wisconsin
$28.7M +$504K +4,354 +2%
MA
47
MUFG Americas
New York
$28.4M -$266K -2,292 -0.9%
COI
48
Connable Office Inc
Michigan
$27.8M +$4.96M +42,825 +22%
G
49
Gainplan
Michigan
$26.6M +$26.6M +229,502 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$25.5M -$752K -6,494 -3%
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