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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.

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
1
JPMorgan Chase & Co
New York
$807M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$679M
3
DSA
3
Davis Selected Advisers
Arizona
$52M
4
SL
4
Salomon & Ludwin
Virginia
$44.1M
5
BlackRock
5
BlackRock
New York
$85.8M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.9M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$223M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
G
5
Gainplan
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$23.7M 234,333 +17,032 +8%
MA
52
MUFG Americas
New York
$23.6M 233,131 -12,053 -5%
MML Investors Services
53
MML Investors Services
Massachusetts
$23.3M 230,502 +46,339 +25%
PI
54
PHH Investments
Texas
$21.8M 215,740 +215,740 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$21.2M 209,765 -10,215 -5%
RFC
56
Regions Financial Corp
Alabama
$20.5M 203,050 +18,780 +10%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$20.5M 202,644 +24,292 +14%
KL
58
KWMG LLC
Kansas
$20.2M 199,612 +6,191 +3%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$19.8M 195,595 +12,618 +7%
MCM
60
MAI Capital Management
Ohio
$19.7M 194,957 +87,239 +81%
LFS
61
Lutz Financial Services
Nebraska
$18.7M 184,705 -1,025 -0.6%
QIM
62
Quest Investment Management
Oregon
$18.2M 179,915 – –
HighTower Advisors
63
HighTower Advisors
Illinois
$18.1M 179,211 +49,019 +38%
CWM
64
Calamos Wealth Management
Illinois
$17.7M 175,136 +163,356 +1,387%
NSIM
65
North Star Investment Management
Illinois
$17.6M 173,708 -899 -0.5%
PA
66
Probity Advisors
Texas
$17.3M 170,628 -1,334 -0.8%
LMIM
67
Lockheed Martin Investment Management
Maryland
$17.1M 168,897 +33,600 +25%
AIP
68
Ameritas Investment Partners
Nebraska
$16.8M 166,298 -21,985 -12%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$16.4M 161,839 +52,899 +49%
MFM
70
Mirsky Financial Management
New York
$16.1M 159,106 +159,106 New
FA
71
FCG Advisors
New Jersey
$16M 158,444 -5,520 -3%
AP
72
Arlington Partners
Alabama
$15.9M 157,664 +95,261 +153%
EWF
73
Epstein & White Financial
California
$15.8M 155,780 -38,632 -20%
MCM
74
MV Capital Management
Maryland
$15.7M 155,351 -10,588 -6%
GT
75
Greenleaf Trust
Michigan
$15.5M 153,313 +19,945 +15%
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