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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$719M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$133M
3
DSA
Davis Selected Advisers
Arizona
+$50.9M
4
BlackRock
BlackRock
New York
+$39.6M
5
AG
Advisor Group
Arizona
+$39.2M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$486M
2
CWM
Cornerstone Wealth Management
Missouri
-$162M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$64.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$49.8M
5
HNB
Huntington National Bank
Ohio
-$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
476
Interactive Financial Advisors
Illinois
$418K -$15.3K -151 -4%
FC
477
Ferris Capital
Massachusetts
$418K – – –
GFP
478
Gryphon Financial Partners
Ohio
$417K – – –
CA
479
Commerzbank Aktiengesellschaft
Germany
$411K – – –
MWPCG
480
Measured Wealth Private Client Group
New Hampshire
$409K -$15.3K -151 -4%
FA
481
Fiducient Advisors
Illinois
$409K +$5.46K +54 +1%
CCM
482
Condor Capital Management
New Jersey
$402K +$8.5K +84 +2%
ZF
483
Zhang Financial
Michigan
$398K – – –
CCM
484
Coldstream Capital Management
Washington
$397K – – –
DWM
485
Dakota Wealth Management
Florida
$390K +$79.1K +700 +25%
PAS
486
Partnervest Advisory Services
California
$384K +$384K +3,797 New
SWA
487
SFMG Wealth Advisors
Texas
$379K – – –
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$376K +$376K +3,723 New
RIA
489
Regal Investment Advisors
Michigan
$374K -$126K -1,249 -25%
RMCM
490
Reynders McVeigh Capital Management
Massachusetts
$374K – – –
AFNAS
491
American Financial Network Advisory Services
California
$372K -$38.6K -382 -9%
Truist Financial
492
Truist Financial
North Carolina
$371K -$200K -1,974 -35%
WPC
493
White Pine Capital
Minnesota
$370K – – –
EWA
494
Exencial Wealth Advisors
Oklahoma
$370K +$370K +3,656 New
PA
495
Parkside Advisors
California
$367K +$50.9K +503 +16%
TIM
496
Total Investment Management
Arizona
$366K +$121K +1,099 +50%
RSWM
497
Robertson Stephens Wealth Management
California
$365K +$365K +3,613 New
WEC
498
Winslow Evans & Crocker
Massachusetts
$362K – – –
BSB
499
Bangor Savings Bank
Maine
$360K -$10.1K -100 -3%
OMC
500
Old Mission Capital
Illinois
$359K +$359K +3,552 New
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