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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
$807M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$679M
3
DSA
Davis Selected Advisers
Arizona
$52M
4
BlackRock
BlackRock
New York
$85.8M
5
AG
Advisor Group
Arizona
$105M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
CWM
Cornerstone Wealth Management
Missouri
$1.9M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$223M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
HNB
Huntington National Bank
Ohio
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
626
Aspire Private Capital
North Carolina
$93K +$93K +921 New
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$92K -$33.1K -326 -26%
BTNA
628
Bremer Trust National Association
Minnesota
$92K +$92K +914 New
DBT
629
Dubuque Bank & Trust
Iowa
$83K – – –
CFD
630
Creative Financial Designs
Indiana
$82K -$15.3K -151 -16%
SIAS
631
Shine Investment Advisory Services
Colorado
$81K – – –
WIM
632
Westside Investment Management
California
$72.9K +$72.9K +721 New
POIA
633
Pin Oak Investment Advisors
Texas
$71K – – –
WT
634
Whittier Trust
California
$70K – – –
First Manhattan
635
First Manhattan
New York
$69K – – –
CAM
636
Cresset Asset Management
Illinois
$69K +$69K +682 New
VCM
637
Vigilant Capital Management
Maine
$64K – – –
SFSIG
638
San Francisco Sentry Investment Group
California
$64K – – –
JWA
639
JFS Wealth Advisors
Pennsylvania
$62K +$101 +1 +0.2%
BWM
640
BerganKDV Wealth Management
Minnesota
$61K +$301 +3 +0.5%
CIA
641
Cascade Investment Advisors
Oregon
$60.7K +$60.7K +600 New
MG
642
MilWealth Group
Wisconsin
$59.2K +$59.2K +585 New
NCM
643
Next Capital Management
New York
$54K +$54K +530 New
SMFS
644
Squar Milner Financial Services
California
$52K – – –
BC
645
Barnett & Company
Tennessee
$51K – – –
PAI
646
Pittenger & Anderson Inc
Nebraska
$51K – – –
PMFA
647
Plante Moran Financial Advisors
Michigan
$50K – – –
SWP
648
Strategic Wealth Partners
Ohio
$50K +$31.7K +304 +174%
ME
649
McIlrath & Eck
Washington
$49K -$28.3K -279 -37%
CBT
650
Capital Bank & Trust
California
$49K – – –
24 25
26
27 28