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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 %
UB
676
UMB Bank
Missouri
$21.2K +$373 +3,689 +2%
CWM
677
Catamount Wealth Management
Connecticut
$21K – – –
SFG
678
SevenBridge Financial Group
Pennsylvania
$20K – – –
Chevy Chase Trust
679
Chevy Chase Trust
Maryland
$20K +$20K +199 New
HDIM
680
Hanson & Doremus Investment Management
Vermont
$19K – – –
KCM
681
Karp Capital Management
California
$19K +$19K +185 New
PWM
682
PRW Wealth Management
Massachusetts
$18K +$18K +182 New
MIM
683
Macroview Investment Management
Maryland
$16K – – –
HT
684
Heritage Trust
Oklahoma
$16K – – –
PWMG
685
Prestige Wealth Management Group
New Jersey
$16K +$16K +159 New
BAM
686
Bruderman Asset Management
New York
$15K +$15K +148 New
RPG
687
Risk Paradigm Group
Texas
$14.1K -$107K -1,061 -88%
IAS
688
IMA Advisory Services
Colorado
$13K -$11.9K -116 -48%
CCM
689
Covington Capital Management
California
$13K – – –
VNA
690
Valley National Advisers
Pennsylvania
$13K +$13K +125 New
TFA
691
Toth Financial Advisory
Virginia
$12K – – –
JWM
692
Janiczek Wealth Management
Colorado
$12K +$12K +122 New
AC
693
Avestar Capital
New York
$11K – – –
RE
694
RBC Europe
United Kingdom
$10.1K +$10.1K +100 New
GWS
695
Glassman Wealth Services
Virginia
$10K – – –
AWM
696
AllSquare Wealth Management
New York
$10K – – –
AWM
697
Aevitas Wealth Management
Massachusetts
$8K +$103 +1 +1%
AIA
698
Armor Investment Advisors
North Carolina
$8K +$103 +1 +1%
GI
699
Gradient Investments
Minnesota
$8K +$2.87K +28 +56%
PG
700
Patten Group
Tennessee
$7K – – –
26 27
28
29 30