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iShares S&P 500 Value ETF
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Overview Fund Activity

636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.

Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M

Top Buyers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$415M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$349M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$607M
4
UBS Group
4
UBS Group
Switzerland
$396M
5
SEI Investments
5
SEI Investments
Pennsylvania
$176M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$612M
2
VA
2
Valmark Advisers
Ohio
$76.4M
3
Franklin Resources
3
Franklin Resources
California
$2.12M
4
HNB
4
Huntington National Bank
Ohio
$42.7M
5
Wells Fargo
5
Wells Fargo
California
$774M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
51
Rehmann Capital Advisory Group
Michigan
$22.8M 207,328 -5,425 -3%
UB
52
UMB Bank
Missouri
$22.6M 205,126 -7,155 -3%
COI
53
Connable Office Inc
Michigan
$21.7M 196,943 +45,799 +30%
Mariner
54
Mariner
Kansas
$21.4M 194,343 +13,747 +8%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$21M 190,951 +4,410 +2%
LFS
56
Lutz Financial Services
Nebraska
$20.3M 184,716 -1,406 -0.8%
TPWA
57
TRUE Private Wealth Advisors
Oregon
$20.3M 183,537 +7,008 +4%
CA
58
Centerpoint Advisors
Massachusetts
$20.2M 183,436 +60,918 +50%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$20M 181,701 +16,428 +10%
QIM
60
Quest Investment Management
Oregon
$19.8M 179,915 – –
LMIM
61
Lockheed Martin Investment Management
Maryland
$19.4M 176,497 +78,175 +80%
KL
62
KWMG LLC
Kansas
$19.4M 175,980 +12,389 +8%
RFC
63
Regions Financial Corp
Alabama
$19.4M 175,850 +5,116 +3%
PA
64
Probity Advisors
Texas
$18.9M 171,859 +538 +0.3%
NSIM
65
North Star Investment Management
Illinois
$18.8M 170,912 +2,273 +1%
MCM
66
MV Capital Management
Maryland
$18.3M 165,760 -1 -0%
FA
67
FCG Advisors
New Jersey
$17.8M 161,759 +16,850 +12%
AI
68
Atria Investments
North Carolina
$17.5M 158,556 -9,147 -5%
BF
69
BOK Financial
Oklahoma
$17.5M 158,482 -831 -0.5%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$16.7M 151,615 +147,915 +3,998%
SPIA
71
Strategic Point Investment Advisors
Rhode Island
$16.6M 150,400 +1,043 +0.7%
WF
72
WealthTrust Fairport
Ohio
$15.8M 143,086 +6,406 +5%
VC
73
Vicus Capital
Pennsylvania
$15.4M 139,394 -810 -0.6%
SMC
74
Smith, Moore & Co
Missouri
$14.8M 134,541 +4,755 +4%
GT
75
Greenleaf Trust
Michigan
$14.7M 133,381 -818 -0.6%
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