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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 %
Wolverine Trading
651
Wolverine Trading
Illinois
– -$2.87M -26,217 Closed
FCC
652
Florin Court Capital
United Kingdom
– -$2.82M -25,573 Closed
Two Sigma Advisers
653
Two Sigma Advisers
New York
– -$2.75M -25,000 Closed
Renaissance Technologies
654
Renaissance Technologies
New York
– -$1.47M -13,300 Closed
HT
655
Hefren-Tillotson
Pennsylvania
– -$1.33M -12,085 Closed
APCM
656
Alaska Permanent Capital Management
Alaska
– -$1.29M -11,719 Closed
PCMK
657
Paragon Capital Management (Kansas)
Kansas
– -$791K -8,314 Closed
DA
658
DSC Advisors
Illinois
– -$881K -8,000 Closed
AT
659
Arden Trust
Delaware
– -$293K -2,665 Closed
TWM
660
Titus Wealth Management
California
– -$216K -1,957 Closed
Fisher Asset Management
661
Fisher Asset Management
Washington
– -$202K -1,831 Closed
HCM
662
Horrell Capital Management
Arkansas
– -$163K -1,450 Closed
RWP
663
RWA Wealth Partners
Massachusetts
– -$118K -1,075 Closed
WIM
664
Westside Investment Management
California
– -$79.3K -721 Closed
FIA
665
FNY Investment Advisers
New York
– -$59K -540 Closed
CPA
666
Clear Perspective Advisors
Illinois
– -$37K -337 Closed
WT
667
Washington Trust
Rhode Island
– -$37K -333 Closed
KCPG
668
Kavar Capital Partners Group
Kansas
– -$36K -326 Closed
JAM
669
Jolley Asset Management
North Carolina
– -$16K -146 Closed
RFM
670
Royal Fund Management
Florida
– -$11K -107 Closed
AWM
671
Avondale Wealth Management
Texas
– -$11K -100 Closed
MPPLM
672
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$9K -80 Closed
BCP
673
Blackhawk Capital Partners
Wisconsin
– -$6K -55 Closed
CIM
674
Contravisory Investment Management
Massachusetts
– -$5K -49 Closed
GGI
675
Godsey & Gibb Inc
Virginia
– -$4K -39 Closed
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