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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 %
PL
751
Parthenon LLC
Kentucky
– -$228K -1,967 Closed
CB
752
Chemical Bank
Michigan
– -$221K -1,907 Closed
IFS
753
Ifrah Financial Services
Arkansas
– -$217K -1,874 Closed
OFG
754
OmniStar Financial Group
North Carolina
– -$216K -1,865 Closed
OC
755
Oarsman Capital
Wisconsin
– -$214K -1,850 Closed
CA
756
Continuum Advisory
Idaho
– -$214K -1,843 Closed
WA
757
Wealth Architects
California
– -$211K -1,820 Closed
FNT
758
First National Trust
Pennsylvania
– -$210K -1,809 Closed
VCP
759
Vista Capital Partners
Oregon
– -$209K -1,803 Closed
MSAM
760
Moloney Securities Asset Management
Missouri
– -$205K -1,768 Closed
CBN
761
Cadence Bank NA
Texas
– -$204K -1,758 Closed
GBBWRPM
762
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$203K -1,754 Closed
Simplex Trading
763
Simplex Trading
Illinois
– -$176K -1,521 Closed
BWA
764
Burt Wealth Advisors
Maryland
– -$100K -861 Closed
RMAM
765
Raab & Moskowitz Asset Management
New Jersey
– -$98K -848 Closed
SCM
766
Southport Capital Management
Tennessee
– -$96K -825 Closed
GP
767
Girard Partners
Pennsylvania
– -$90K -781 Closed
TFS
768
TrustCore Financial Services
Tennessee
– -$88K -763 Closed
CG
769
Cutler Group
California
– -$81K -700 Closed
AIIMS
770
Analyst IMS Investment Management Services
Israel
– -$50 -430 Closed
IFAM
771
Institutional & Family Asset Management
Colorado
– -$41K -356 Closed
SFM
772
Signet Financial Management
New Jersey
– -$38K -329 Closed
TA
773
Townsend & Associates
Colorado
– -$34K -291 Closed
DWA
774
Divergent Wealth Advisors
Utah
– -$19K -166 Closed
WCAMG
775
Woodard & Company Asset Management Group
North Carolina
– -$13K -111 Closed
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