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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 %
FRA
701
Front Row Advisors
California
$7K – – –
HS
702
Horan Securities
United States
$6K -$41.8K -383 -87%
AssetMark Inc
703
AssetMark Inc
California
$6K -$10.1K -99 -63%
PK
704
Pflug Koory
Nebraska
$6K – – –
SIS
705
Sound Income Strategies
Florida
$6K – – –
CFN
706
Cordasco Financial Network
Florida
$6K – – –
CAM
707
Close Asset Management
United Kingdom
$5K -$34.2K -2,050 -87%
AF
708
Allworth Financial
California
$5K – – –
LWA
709
Lowe Wealth Advisors
Maryland
$5K – – –
AWM
710
Avondale Wealth Management
Texas
$5K +$5K +54 New
ADL
711
Asset Dedication LLC
California
$4K +$3.39K +33 +550%
PCA
712
Providence Capital Advisors
North Carolina
$4K +$4K +36 New
LDFR
713
Lehman & Derafelo Financial Resources
Pennsylvania
$4K +$4K +38 New
BOPW
714
Brandywine Oak Private Wealth
Pennsylvania
$4K +$4K +43 New
CAGAS
715
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +29 New
KPW
716
Kore Private Wealth
New York
$3K +$3K +33 New
NA
717
NewEdge Advisors
Louisiana
$2.36K +$901 +8,912 +62%
WAS
718
WESPAC Advisors SoCal
California
$2K – – –
TFA
719
Transamerica Financial Advisors
Florida
$2K +$2K +14 New
PFGIA
720
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +15 New
IAS
721
INR Advisory Services
Pennsylvania
$2K +$2K +20 New
RCG
722
Ruggie Capital Group
Florida
$1K +$1K +10 New
QCIG
723
Quad-Cities Investment Group
Iowa
$1K +$1K +14 New
GEA
724
Glen Eagle Advisors
New Jersey
$910 – – –
GT
725
Glenmede Trust
Pennsylvania
$707 +$707 +6,992 New
27 28
29
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