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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 %
TL
601
TrueWealth LLC
Georgia
$182K -$208K – –
OC
602
Oakworth Capital
Alabama
$171K – – –
GAM
603
Gemmer Asset Management
California
$171K +$5.66K +56 +3%
BBHC
604
Brown Brothers Harriman & Co
New York
$163K +$6.17K +61 +4%
Bessemer Group
605
Bessemer Group
New Jersey
$162K – – –
FCMT
606
Founders Capital Management (Texas)
Texas
$160K – – –
S
607
SignatureFD
Georgia
$157K +$62.9K +621 +67%
BBA
608
Braun-Bostich & Associates
Pennsylvania
$150K +$4.35K +43 +3%
NSG
609
Nalls Sherbakoff Group
Tennessee
$149K +$149K +1,476 New
PA
610
Parallel Advisors
California
$146K +$6.64K +66 +5%
DSC
611
Duncker Streett & Co
Missouri
$140K +$913 +9 +0.7%
RFWA
612
RPg Family Wealth Advisory
Massachusetts
$136K -$21.8K -216 -14%
EWM
613
Executive Wealth Management
Michigan
$131K +$131K +1,291 New
Deutsche Bank
614
Deutsche Bank
Germany
$130K +$201 +2 +0.2%
PCA
615
Peddock Capital Advisors
Massachusetts
$129K +$1.83K +18 +1%
WA
616
WealthTrust-Arizona
Arizona
$125K +$909 +9 +0.7%
WANY
617
Wealthspire Advisors (New York)
New York
$117K +$117K +1,153 New
LGWM
618
Litman Gregory Wealth Management
California
$114K – – –
OIA
619
Optimum Investment Advisors
Illinois
$113K – – –
TF
620
Tompkins Financial
New York
$112K – – –
WAM
621
Wolverine Asset Management
Illinois
$110K -$390K -3,862 -78%
BHWM
622
Bay Harbor Wealth Management
Maryland
$97K +$97K +958 New
LB
623
Legacy Bridge
Iowa
$95K +$95K +944 New
FNC
624
First National Corp
Massachusetts
$94K +$94K +931 New
YWP
625
YorkBridge Wealth Partners
New York
$93K +$101 +1 +0.1%
23 24
25
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