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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.

New
Increased
Maintained
Reduced
Closed
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
Jones Financial Companies
Missouri
+$134M
2
LPL Financial
LPL Financial
California
+$75.3M
3
Stifel Financial
Stifel Financial
Missouri
+$48.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$35.8M
5
Betterment LLC
Betterment LLC
New York
+$21.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$496M
2
VA
Valmark Advisers
Ohio
-$161M
3
HNB
Huntington National Bank
Ohio
-$45M
4
Morgan Stanley
Morgan Stanley
New York
-$44.6M
5
Wells Fargo
Wells Fargo
California
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
476
Carnegie Investment Counsel
Ohio
$276K +$276K +2,473 New
CCMD
477
Cypress Capital Management (Delaware)
Delaware
$275K – – –
ONB
478
Old National Bancorp
Indiana
$275K +$2.19K +20 +0.8%
WSFS
479
Wilmington Savings Fund Society
Delaware
$273K -$32.2K -295 -11%
SB
480
Simmons Bank
Arkansas
$272K – – –
MWP
481
MYCIO Wealth Partners
Pennsylvania
$271K +$1.53K +14 +0.6%
GIA
482
Guyasuta Investment Advisors
Pennsylvania
$267K – – –
CA
483
Calton & Associates
Florida
$264K +$1.09K +10 +0.4%
KA
484
Klingman & Associates
New York
$263K – – –
CWM
485
Chesapeake Wealth Management
Virginia
$262K +$262K +2,403 New
FWP
486
FAS Wealth Partners
Kansas
$258K -$19.6K -179 -7%
Jane Street
487
Jane Street
New York
$258K +$49.6K +453 +24%
WG
488
Welch Group
Alabama
$257K +$257K +2,346 New
ACI
489
Alpha Cubed Investments
California
$250K +$250K +2,289 New
WSTAM
490
Wilbanks Smith & Thomas Asset Management
Virginia
$249K -$56.3K -515 -18%
LWA
491
Lenox Wealth Advisors
New York
$247K – – –
GTAM
492
Global Trust Asset Management
Florida
$246K -$112K -1,020 -31%
LWM
493
Lenox Wealth Management
Ohio
$246K – – –
CCM
494
Colorado Capital Management
Colorado
$244K – – –
AA
495
Ancora Advisors
Ohio
$244K +$244K +2,230 New
Koshinski Asset Management
496
Koshinski Asset Management
Illinois
$242K -$9.28K -85 -4%
AC
497
Addison Capital
Pennsylvania
$242K – – –
CPIG
498
Chicago Partners Investment Group
Illinois
$240K +$547 +5 +0.2%
ACM
499
Armbruster Capital Management
New York
$238K – – –
VDI
500
Vaughan David Investments
Illinois
$234K +$18.3K +167 +8%
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