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iShares S&P 500 Value ETF
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Overview Fund Activity

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.62B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.23B
4
AG
4
Advisor Group
Arizona
$75.2M
5
G
5
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$11.9M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
3
Betterment LLC
New York
$145M
4
HNB
4
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$625M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$25.2M 217,301 +26,350 +14%
Mariner
52
Mariner
Kansas
$24M 207,128 +12,785 +7%
UB
53
UMB Bank
Missouri
$23.8M 205,594 +468 +0.2%
EWF
54
Epstein & White Financial
California
$22.5M 194,412 -75,520 -28%
KL
55
KWMG LLC
Kansas
$22.4M 193,421 +17,441 +10%
AIP
56
Ameritas Investment Partners
Nebraska
$21.8M 188,283 -41,315 -18%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$21.8M 188,178 +60,930 +48%
LFS
58
Lutz Financial Services
Nebraska
$21.5M 185,730 +1,014 +0.5%
RFC
59
Regions Financial Corp
Alabama
$21.3M 184,270 +8,420 +5%
MML Investors Services
60
MML Investors Services
Massachusetts
$21.3M 184,163 +64,530 +54%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$21.2M 182,977 +1,276 +0.7%
CS
62
Credit Suisse
Switzerland
$21M 181,446 +94,893 +110%
QIM
63
Quest Investment Management
Oregon
$20.8M 179,915 – –
FMWA
64
Forvis Mazars Wealth Advisors
Missouri
$20.7M 178,352 +26,737 +18%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$20.3M 175,316 -32,012 -15%
NSIM
66
North Star Investment Management
Illinois
$20.2M 174,607 +3,695 +2%
PA
67
Probity Advisors
Texas
$19.9M 171,962 +103 +0.1%
AI
68
Atria Investments
North Carolina
$19.3M 166,674 +8,118 +5%
SS
69
Simplicity Solutions
Minnesota
$19.2M 166,128 +166,128 New
MCM
70
MV Capital Management
Maryland
$19.2M 165,939 +179 +0.1%
FA
71
FCG Advisors
New Jersey
$19M 163,964 +2,205 +1%
BF
72
BOK Financial
Oklahoma
$18M 155,081 -3,401 -2%
RWG
73
Regal Wealth Group
California
$17.8M 153,751 +78,840 +105%
Citigroup
74
Citigroup
New York
$16.4M 141,780 +67,068 +90%
CA
75
Centerpoint Advisors
Massachusetts
$16.1M 138,648 -44,788 -24%
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