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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.

New
Increased
Maintained
Reduced
Closed
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
TD Ameritrade Investment Management
Nebraska
+$408M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$336M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38M
4
UBS Group
UBS Group
Switzerland
+$33.5M
5
SEI Investments
SEI Investments
Pennsylvania
+$31.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$377M
2
VA
Valmark Advisers
Ohio
-$145M
3
Franklin Resources
Franklin Resources
California
-$107M
4
HNB
Huntington National Bank
Ohio
-$42.5M
5
Wells Fargo
Wells Fargo
California
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
476
Guyasuta Investment Advisors
Pennsylvania
$264K -$4.96K -45 -2%
MSAM
477
Moloney Securities Asset Management
Missouri
$263K -$44.5K -405 -14%
CCM
478
Colorado Capital Management
Colorado
$263K +$17K +154 +7%
AIM
479
Advantage Investment Management
Iowa
$258K -$644K -5,847 -71%
FWP
480
FAS Wealth Partners
Kansas
$258K -$1.32K -12 -0.5%
WG
481
Welch Group
Alabama
$258K – – –
GTAM
482
Global Trust Asset Management
Florida
$257K +$8.82K +80 +4%
ONB
483
Old National Bancorp
Indiana
$255K -$21.8K -198 -8%
MWPCG
484
Measured Wealth Private Client Group
New Hampshire
$254K +$254K +2,307 New
Lazard Asset Management
485
Lazard Asset Management
New York
$253K +$253K +2,300 New
ACI
486
Alpha Cubed Investments
California
$252K – – –
CFA
487
Capstone Financial Advisors
Illinois
$251K -$95.9K -872 -28%
WSTAM
488
Wilbanks Smith & Thomas Asset Management
Virginia
$251K – – –
SE
489
Summit Equities
New Jersey
$250K +$250K +2,273 New
SIC
490
Sigma Investment Counselors
Michigan
$246K +$15.6K +142 +7%
AA
491
Ancora Advisors
Ohio
$245K – – –
TIM
492
Total Investment Management
Arizona
$244K -$110K -1,001 -31%
Koshinski Asset Management
493
Koshinski Asset Management
Illinois
$244K – – –
AC
494
Addison Capital
Pennsylvania
$243K – – –
FDS
495
Freedom Day Solutions
Texas
$243K +$32.1K +292 +15%
CPIG
496
Chicago Partners Investment Group
Illinois
$242K – – –
VDI
497
Vaughan David Investments
Illinois
$235K – – –
OIWM
498
OptiFour Integrated Wealth Management
Virginia
$234K – – –
CFA
499
Carroll Financial Associates
North Carolina
$232K +$154K +1,399 +197%
MCM
500
Manchester Capital Management
Vermont
$230K – – –
18 19
20
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