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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
HNB
3
Huntington National Bank
Ohio
$42.5M
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 %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$20.4M 186,541 +16,646 +10%
LFS
52
Lutz Financial Services
Nebraska
$20.4M 186,122 -4,767 -2%
Mariner
53
Mariner
Kansas
$19.7M 180,596 +1,587 +0.9%
QIM
54
Quest Investment Management
Oregon
$19.7M 179,915 – –
TPWA
55
TRUE Private Wealth Advisors
Oregon
$19.3M 176,529 -4,396 -2%
PA
56
Probity Advisors
Texas
$18.7M 171,321 -2,657 -2%
RFC
57
Regions Financial Corp
Alabama
$18.7M 170,734 -4,258 -2%
NSIM
58
North Star Investment Management
Illinois
$18.4M 168,639 +234 +0.1%
AI
59
Atria Investments
North Carolina
$18.3M 167,703 -58,832 -26%
MCM
60
MV Capital Management
Maryland
$18.1M 165,761 -3,551 -2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$18.1M 165,273 +14,823 +10%
PMAM
62
Picton Mahoney Asset Management
Ontario, Canada
$18M 164,800 +24,600 +18%
KL
63
KWMG LLC
Kansas
$17.9M 163,591 +6,751 +4%
BF
64
BOK Financial
Oklahoma
$17.4M 159,313 -5,829 -4%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.9M 154,815 +28,085 +22%
RWG
66
Regal Wealth Group
California
$16.8M 153,685 -837 -0.5%
COI
67
Connable Office Inc
Michigan
$16.5M 151,144 +151,144 New
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$16.3M 149,357 -58,127 -28%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$16.1M 147,131 +142,232 +2,903%
FA
70
FCG Advisors
New Jersey
$15.8M 144,909 +6,100 +4%
VC
71
Vicus Capital
Pennsylvania
$15.3M 140,204 +5,024 +4%
WF
72
WealthTrust Fairport
Ohio
$14.9M 136,680 +1,415 +1%
GT
73
Greenleaf Trust
Michigan
$14.7M 134,199 +517 +0.4%
SMC
74
Smith, Moore & Co
Missouri
$14.2M 129,786 +1,202 +0.9%
CFA
75
Cahill Financial Advisors
Minnesota
$14.2M 129,606 +1,062 +0.8%
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