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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 %
JGIA
526
Jackson Grant Investment Advisers
Connecticut
$299K +$3.85K +38 +1%
NAM
527
NTV Asset Management
West Virginia
$295K – – –
HPWM
528
Highland Private Wealth Management
Washington
$291K – – –
RWA
529
Ropes Wealth Advisors
Massachusetts
$289K – – –
WF
530
Welch & Forbes
Massachusetts
$284K – – –
SWM
531
Stockman Wealth Management
Montana
$283K – – –
PWA
532
Peterson Wealth Advisors
Utah
$283K +$4.44K +44 +2%
CAMG
533
CWA Asset Management Group
Florida
$281K +$105K +1,040 +60%
CTC
534
Central Trust Company
Missouri
$280K – – –
LWM
535
Lenox Wealth Management
Ohio
$280K +$5.67K +56 +2%
DY
536
Dowling & Yahnke
California
$278K – – –
CP
537
Covenant Partners
Tennessee
$277K +$277K +2,738 New
MPM
538
Meritage Portfolio Management
Kansas
$277K +$277K +2,740 New
LWA
539
Lenox Wealth Advisors
New York
$274K – – –
WCM
540
WealthBridge Capital Management
Ohio
$273K +$273K +2,704 New
BFA
541
Beaumont Financial Advisors
Massachusetts
$271K +$271K +2,678 New
QCG
542
Quadrant Capital Group
Ohio
$269K – – –
CA
543
Claro Advisors
Massachusetts
$269K +$269K +2,321 New
MIFH
544
Migdal Insurance & Financial Holdings
Israel
$268K -$40K -395 -13%
SYBT
545
Stock Yards Bank & Trust
Kentucky
$268K – – –
AWM
546
Affinity Wealth Management
Delaware
$267K +$267K +2,635 New
TSS
547
Two Sigma Securities
New York
$266K -$2.14M -21,193 -89%
MC
548
Mathes Company
New York
$263K -$101K -1,000 -28%
SB
549
Simmons Bank
Arkansas
$262K -$41.2K -407 -14%
WSFS
550
Wilmington Savings Fund Society
Delaware
$262K +$66.7K +658 +34%
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