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iShares S&P 500 Value ETF
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Overview Fund Activity

726 hedge funds and large institutions have $9.56B invested in iShares S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 262 increasing their positions, 197 reducing their positions, and 53 closing their positions.

Holders
726
Holders Change
+80
Holders Change %
+12.38%
% of All Funds
16.2%
Holding in Top 10
74
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+27.59%
% of All Funds
1.65%
New
138
Increased
262
Reduced
197
Closed
53
Calls
$3.47M
Puts
$3K
Net Calls
+$3.47M
Net Calls Change
+$445K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$807M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$679M
3
DSA
3
Davis Selected Advisers
Arizona
$52M
4
BlackRock
4
BlackRock
New York
$85.8M
5
AG
5
Advisor Group
Arizona
$105M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.9M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$223M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
HNB
5
Huntington National Bank
Ohio
$47.9M
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
26
Davis Selected Advisers
Arizona
$52M 514,441 +502,953 +4,378%
HFBOT
27
Home Federal Bank of Tennessee
Tennessee
$51.4M 508,157 +6,636 +1%
MMA
28
Miracle Mile Advisors
California
$49.8M 492,745 -95,074 -16%
HNB
29
Huntington National Bank
Ohio
– – – –
KeyBank National Association
30
KeyBank National Association
Ohio
$47.7M 471,968 -17,812 -4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$44.2M 437,344 +43,469 +11%
SL
32
Salomon & Ludwin
Virginia
$44.1M 436,230 +436,230 New
FHB
33
First Hawaiian Bank
Hawaii
$43.7M 431,881 -1,164 -0.3%
UCFA
34
United Capital Financial Advisors
Texas
$43.5M 430,381 +30,706 +8%
Lido Advisors
35
Lido Advisors
California
$41.1M 406,088 +56,735 +16%
EA
36
Efficient Advisors
Ohio
$35M 345,954 -11,811 -3%
BAAM
37
Baker Avenue Asset Management
California
$33.1M 326,858 -42,369 -11%
PFM
38
Phillips Financial Management
Indiana
$32.3M 319,402 -11,162 -3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$32.1M 317,208 +63,159 +25%
Axa
40
Axa
France
$31.7M 313,841 -33,100 -10%
Citigroup
41
Citigroup
New York
$31.5M 311,239 +169,459 +120%
Mariner
42
Mariner
Kansas
$30.6M 303,001 +95,873 +46%
CC
43
Courier Capital
New York
$29.9M 295,773 +1,180 +0.4%
LI
44
LVZ Inc
Michigan
$28.9M 285,847 +3,632 +1%
CS
45
Credit Suisse
Switzerland
$28M 276,752 +95,306 +53%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$27.8M 274,809 +5,215 +2%
PWAG
47
Polaris Wealth Advisory Group
California
$27.2M 268,890 -8,368 -3%
1IA
48
1834 Investment Advisors
Wisconsin
$25.5M 252,373 +4,294 +2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$24.4M 241,457 +53,279 +28%
WIA
50
World Investment Advisors
California
$23.9M 235,768 +235,768 New
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