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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 %
CAL
501
Capital Advisors Ltd
Ohio
$355K +$1.11K +11 +0.3%
SFPM
502
Sensible Financial Planning & Management
Massachusetts
$354K -$2.63K -26 -0.7%
AWA
503
Acorn Wealth Advisors
Michigan
$347K -$8.43K -81 -2%
BFPW
504
BOK Financial Private Wealth
Colorado
$346K -$63.6K -629 -16%
SFA
505
Sequoia Financial Advisors
Ohio
$346K – – –
RC
506
RegentAtlantic Capital
New Jersey
$345K -$39K -386 -10%
BS
507
Boenning & Scattergood
Pennsylvania
$343K +$13.6K +135 +4%
BA
508
Birinyi Associates
Connecticut
$339K -$25.3K -250 -7%
SSB
509
Sandy Spring Bank
Maryland
$333K – – –
TW
510
Towerpoint Wealth
California
$332K -$2.53K -25 -0.8%
BIM
511
Bridges Investment Management
Nebraska
$328K -$10.1K -100 -3%
AB
512
Atlas Brown
Kentucky
$327K -$18.6K -184 -5%
RG
513
Rikoon Group
New Mexico
$327K +$70.5K +697 +27%
TTWM
514
TCV Trust & Wealth Management
Virginia
$324K – – –
EAM
515
Evanson Asset Management
California
$324K +$101 +1 +0%
GCA
516
Gradient Capital Advisors
California
$323K -$40.8K -403 -11%
CCT
517
Country Club Trust
Missouri
$321K – – –
CPSAC
518
Chas P. Smith & Associates (CPS)
Florida
$320K +$47.1K +466 +17%
NL
519
NWAM LLC
Washington
$315K +$31.3K +309 +11%
SWM
520
SeaCrest Wealth Management
New York
$314K +$808 +8 +0.3%
GTAM
521
Global Trust Asset Management
Florida
$311K +$75.3K +745 +32%
CWS
522
Cypress Wealth Services
California
$311K +$311K +3,074 New
TI
523
Truepoint Inc
Ohio
$308K – – –
PPP
524
Private Portfolio Partners
New Jersey
$305K +$305K +3,011 New
PPA
525
Parametric Portfolio Associates
Washington
$303K +$303K +2,995 New
19 20
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