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iShares S&P 500 Value ETF
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Overview Fund Activity

626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.

Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.68M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$983M
2
LPL Financial
2
LPL Financial
California
$260M
3
Stifel Financial
3
Stifel Financial
Missouri
$257M
4
SEI Investments
4
SEI Investments
Pennsylvania
$144M
5
Betterment LLC
5
Betterment LLC
New York
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$558M
2
VA
2
Valmark Advisers
Ohio
$220M
3
IH
3
IFC Holdings
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.04B
5
Wells Fargo
5
Wells Fargo
California
$794M
Name Market Value Shares Shares
Change 		Shares
Change %
HPWM
651
Highland Private Wealth Management
Washington
– – -2,873 Closed
KFGK
652
Keystone Financial Group (Kentucky)
Kentucky
– – -2,837 Closed
PAS
653
Partnervest Advisory Services
California
– – -2,490 Closed
OC
654
Oarsman Capital
Wisconsin
– – -2,218 Closed
BPC
655
Banque Pictet & Cie
Switzerland
– – -2,000 Closed
PNAA
656
Pictet North America Advisors
Switzerland
– – -2,000 Closed
AAM
657
Aureus Asset Management
Massachusetts
– – -1,994 Closed
SE
658
Summit Equities
New Jersey
– – -1,915 Closed
UWPG
659
Ullmann Wealth Partners Group
Florida
– – -1,841 Closed
GLA
660
Good Life Advisors
Pennsylvania
– – -1,837 Closed
FNT
661
First National Trust
Pennsylvania
– – -1,809 Closed
CBN
662
Cadence Bank NA
Texas
– – -1,758 Closed
RFM
663
Royal Fund Management
Florida
– – -1,230 Closed
STA
664
Summit Trail Advisors
New York
– – -1,110 Closed
PWM
665
Paulson Wealth Management
Illinois
– – -780 Closed
FFG
666
Ford Financial Group
California
– – -695 Closed
KFA
667
Kabarec Financial Advisors
Illinois
– – -193 Closed
BAM
668
Brave Asset Management
New Jersey
– – -162 Closed
FGC
669
Financial Gravity Companies
Texas
– – -109 Closed
TC
670
Telemus Capital
Michigan
– – -100 Closed
KJWM
671
Kiley Juergens Wealth Management
Washington
– – -37 Closed
NPC
672
National Planning Corporation
California
– – -31 Closed
IP
673
Isthmus Partners
Wisconsin
– – -15 Closed
Parallax Volatility Advisers
674
Parallax Volatility Advisers
California
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