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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 %
AC
576
Addison Capital
Pennsylvania
$224K – – –
EC
577
Estate Counselors
Wisconsin
$223K +$223K +2,200 New
PWM
578
Perigon Wealth Management
California
$222K +$222K +2,049 New
MHS
579
M Holdings Securities
Oregon
$220K +$220K +2,171 New
ONB
580
Old National Bancorp
Indiana
$218K – – –
MWM
581
Modera Wealth Management
New Jersey
$216K – – –
OIWM
582
OptiFour Integrated Wealth Management
Virginia
$215K – – –
WSTAM
583
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$17.8K -176 -8%
SIC
584
Sigma Investment Counselors
Michigan
$212K -$14.4K -142 -6%
LFA
585
Legacy Financial Advisors
Kentucky
$212K +$173K +1,708 +438%
FIB
586
First Interstate Bank
Montana
$211K +$16.4K +162 +8%
SPL
587
Smart Portfolios LLC
Washington
$210K – – –
MCM
588
Murphy Capital Management
New Jersey
$209K – – –
PCMC
589
Private Capital Management (Colorado)
Colorado
$208K +$208K +2,061 New
WTC
590
WhitTier Trust Company
Nevada
$207K – – –
HCIA
591
Hochman Cole Investment Advisors
Illinois
$202K – – –
KIA
592
KCM Investment Advisors
California
$202K – – –
BWM
593
Baystate Wealth Management
Massachusetts
$196K +$196K +1,812 New
AIM
594
Advantage Investment Management
Iowa
$194K -$20.6K -204 -10%
WCM
595
Wealthcare Capital Management
Virginia
$194K – – –
CTB
596
Country Trust Bank
Illinois
$190K – – –
MOS
597
MGO One Seven
Ohio
$190K +$190K +1,884 New
KF
598
Krilogy Financial
Missouri
$188K +$203 +2 +0.1%
FHA
599
First Horizon Advisors
Tennessee
$185K -$98.3K -975 -35%
ONST
600
Old North State Trust
North Carolina
$185K – – –
22 23
24
25 26