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iShares S&P 500 Value ETF
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Overview Fund Activity

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.62B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
AG
Advisor Group
Arizona
$75.2M
5
G
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$11.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
Betterment LLC
New York
$145M
4
HNB
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
626
Private Ocean
California
$12K +$12K +100 New
ATC
627
Adirondack Trust Company
New York
$11K +$11K +98 New
AIA
628
Armor Investment Advisors
North Carolina
$9K +$117 +1 +1%
AWM
629
Aevitas Wealth Management
Massachusetts
$9K +$117 +1 +1%
PG
630
Patten Group
Tennessee
$8K – – –
CAG
631
Csenge Advisory Group
Florida
$8K +$8K +76 New
SIS
632
Sound Income Strategies
Florida
$7K -$475 -4 -6%
CFN
633
Cordasco Financial Network
Florida
$7K – – –
PK
634
Pflug Koory
Nebraska
$7K – – –
GI
635
Gradient Investments
Minnesota
$7K +$2.8K +20 +67%
LWA
636
Lowe Wealth Advisors
Maryland
$6K – – –
AF
637
Allworth Financial
California
$6K – – –
PS
638
Portfolio Strategies
New York
$6K – – –
SA
639
SRH Advisors
Kansas
$5K – – –
IP
640
Investment Partners
Ohio
$3.16K -$20 -88 -0.6%
GEA
641
Glen Eagle Advisors
New Jersey
$1.04K -$4.75K -41 -82%
ADL
642
Asset Dedication LLC
California
$1K – – –
ML
643
McAdam LLC
Pennsylvania
$1K – – –
WG
644
Welch Group
Alabama
$272 – – –
CF
645
Centaurus Financial
California
$167 -$305K -1,828 -100%
AIIMS
646
Analyst IMS Investment Management Services
Israel
$50 +$50 +430 New
FRA
647
Front Row Advisors
California
$8 – – –
JGC
648
J. Goldman & Co
New York
– -$5.93M -53,823 Closed
SIA
649
Starfire Investment Advisers
Michigan
– -$4.19M -38,059 Closed
SFS
650
Sowell Financial Services
Arkansas
– -$3.81M -33,590 Closed
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