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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 %
IC
651
Inscription Capital
Texas
$48K +$48K +474 New
TWA
652
TCI Wealth Advisors
Arizona
$43K -$14.9K -147 -26%
RFA
653
Reilly Financial Advisors
California
$43K – – –
AOWM
654
Alpha Omega Wealth Management
Virginia
$42K – – –
TCOV
655
Trust Company of Vermont
Vermont
$41K +$501 +5 +1%
WDL
656
Well Done LLC
Michigan
$39K +$39K +389 New
CC
657
Claybrook Capital
Massachusetts
$39K +$39K +389 New
NL
658
NVWM LLC
Pennsylvania
$36K +$36K +358 New
SBL
659
Sargent Bickham Lagudis
Colorado
$35K +$203 +2 +0.6%
DWM
660
Doyle Wealth Management
Florida
$34K +$34K +333 New
OFW
661
Omnia Family Wealth
Florida
$32K – – –
FPS
662
Fieldpoint Private Securities
Connecticut
$31K – – –
ESB
663
Essex Savings Bank
Connecticut
$30K +$30K +297 New
JFA
664
JNBA Financial Advisors
Minnesota
$29K -$13.3K -132 -31%
FFW
665
Fusion Family Wealth
New York
$29K – – –
BWL
666
Bogart Wealth LLC
Virginia
$29K +$29K +288 New
MA
667
MCF Advisors
Kentucky
$27K – – –
EWA
668
ERTS Wealth Advisors
Michigan
$27K +$27K +271 New
TCM
669
TD Capital Management
Tennessee
$26K +$310 +3 +1%
IWMA
670
Ironwood Wealth Management (Arizona)
Arizona
$25K – – –
FMP
671
Financial Management Professionals
Texas
$24K – – –
FCB
672
First Command Bank
Texas
$24K – – –
FCFS
673
First Command Financial Services
Texas
$24K – – –
FWM
674
Focused Wealth Management
New York
$22K – – –
AIC
675
Archer Investment Corporation
Indiana
$22K +$22K +219 New
25 26
27
28 29