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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
BlackRock
4
BlackRock
New York
$85.8M
5
AG
5
Advisor Group
Arizona
$105M

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
HNB
5
Huntington National Bank
Ohio
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Strategic Point Investment Advisors
Rhode Island
$15.4M -$25.7K -254 -0.2%
CFA
77
Cahill Financial Advisors
Minnesota
$14.9M +$1.33M +13,121 +10%
SPC
78
Sigma Planning Corp
Michigan
$14.6M +$1.92M +18,953 +15%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$14.3M +$938K +9,271 +7%
SG Americas Securities
80
SG Americas Securities
New York
$14.3M +$11.6M +114,232 +428%
CG
81
Colony Group
Massachusetts
$13.6M +$9.45M +93,446 +230%
BOH
82
Bank of Hawaii
Hawaii
$13.6M +$1.13M +11,140 +9%
VC
83
Vicus Capital
Pennsylvania
$13.5M +$762K +7,532 +6%
BF
84
BOK Financial
Oklahoma
$13.5M -$2.21M -21,834 -14%
SMC
85
Smith, Moore & Co
Missouri
$13.2M -$486K -4,809 -4%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$13.1M +$10.6M +104,644 +413%
WF
87
WealthTrust Fairport
Ohio
$13M -$692K -6,845 -5%
JF
88
JSF Financial
California
$12.9M +$12.9M +127,148 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$12.8M -$14.7M -145,509 -54%
AA
90
Alesco Advisors
New York
$12.5M +$1.91M +18,872 +18%
ANB
91
Amarillo National Bank
Texas
$12.3M -$201K -1,991 -2%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$12.1M +$397K +3,924 +3%
COI
93
Connable Office Inc
Michigan
$12M -$12.2M -120,819 -50%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$12M +$1.61M +16,054 +16%
RWG
95
Regal Wealth Group
California
$11.7M -$3.89M -38,471 -25%
CIM
96
Confluence Investment Management
Missouri
$11.5M -$911K -9,008 -7%
REFI
97
Requisite Energy Fund I
Texas
$11.3M +$11.3M +112,142 New
RCM
98
Requisite Capital Management
Texas
$11.3M +$11.3M +112,142 New
GIA
99
GHP Investment Advisors
Colorado
$11.3M +$312K +3,088 +3%
V
100
Veritable
Delaware
$11.2M -$325K -3,216 -3%
2 3
4
5 6