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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 %
VDI
551
Vaughan David Investments
Illinois
$260K +$911 +9 +0.4%
WP
552
WealthPLAN Partners
Nebraska
$257K +$17.9K +159 +7%
MWP
553
MYCIO Wealth Partners
Pennsylvania
$256K +$3.44K +34 +1%
WOC
554
West Oak Capital
California
$256K -$258K -2,555 -50%
ATFA
555
All Terrain Financial Advisors
Minnesota
$255K -$8.69K -86 -3%
CCMD
556
Cypress Capital Management (Delaware)
Delaware
$255K – – –
WPSG
557
Wealth & Pension Services Group
Georgia
$248K -$192K -1,900 -44%
GLA
558
Good Life Advisors
Pennsylvania
$245K +$28.3K +280 +13%
SF
559
Summit Financial
New Jersey
$243K +$243K +2,402 New
CIC
560
Carnegie Investment Counsel
Ohio
$241K +$55.7K +550 +30%
TFCP
561
Twin Focus Capital Partners
Massachusetts
$240K -$106K -1,045 -31%
HIIFS
562
Harel Insurance Investments & Financial Services
Israel
$240K -$20.1K -200 -8%
AA
563
Ancora Advisors
Ohio
$240K – – –
CWM
564
Chesapeake Wealth Management
Virginia
$239K -$2.53K -25 -1%
WG
565
Welch Group
Alabama
$237K – – –
CFA
566
Carroll Financial Associates
North Carolina
$234K +$10.3K +100 +5%
HIM
567
Hotaling Investment Management
Pennsylvania
$233K +$233K +2,299 New
CBFP
568
Cedar Brook Financial Partners
Ohio
$233K +$233K +2,307 New
CFA
569
Camarda Financial Advisors
Florida
$232K – – –
Lazard Asset Management
570
Lazard Asset Management
New York
$232K – – –
MCM
571
Manchester Capital Management
Vermont
$230K – – –
FCA
572
FinTrust Capital Advisors
South Carolina
$230K +$230K +2,277 New
LWM
573
Liberty Wealth Management
California
$230K +$230K +2,277 New
FDS
574
Freedom Day Solutions
Texas
$227K -$1.11K -11 -0.5%
CCM
575
Colorado Capital Management
Colorado
$225K -$15.5K -154 -6%
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