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iShares S&P 500 Value ETF
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Overview Fund Activity

626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.

Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.68M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$983M
2
LPL Financial
2
LPL Financial
California
$260M
3
Stifel Financial
3
Stifel Financial
Missouri
$257M
4
SEI Investments
4
SEI Investments
Pennsylvania
$144M
5
Betterment LLC
5
Betterment LLC
New York
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$558M
2
VA
2
Valmark Advisers
Ohio
$220M
3
IH
3
IFC Holdings
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.04B
5
Wells Fargo
5
Wells Fargo
California
$794M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
101
Moneta Group Investment Advisors
Missouri
$9.83M 89,876 -1,690 -2%
BPCE
102
Bank Pictet & Cie (Europe)
Germany
$9.5M 86,870 +47,770 +122%
CWM
103
Calamos Wealth Management
Illinois
$9.48M 86,668 +36 +0%
HFS
104
HL Financial Services
Kentucky
$9.45M 86,398 +86,398 New
MCM
105
MAI Capital Management
Ohio
$9.33M 85,358 +9,075 +12%
SGAM
106
Steinberg Global Asset Management
Florida
$9.28M 84,863 -3,208 -4%
CIR
107
Clear Investment Research
Georgia
$9.28M 84,852 +4,495 +6%
TCM
108
Traynor Capital Management
Pennsylvania
$9.27M 84,791 +1,779 +2%
BCM
109
Brookstone Capital Management
Illinois
$9.21M 84,219 -47,036 -36%
UBS AM
110
UBS AM
Illinois
$9.17M 83,838 +13,245 +19%
TIM
111
Tortoise Investment Management
New York
$9.07M 82,956 +9,180 +12%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$8.75M 80,049 +3,125 +4%
IWA
113
Independence Wealth Advisors
Virginia
$8.69M 79,493 -1,941 -2%
Citigroup
114
Citigroup
New York
$8.5M 77,697 -22,300 -22%
BFM
115
Broadview Financial Management
Wisconsin
$8.25M 75,407 +1,390 +2%
AMG
116
Asset Management Group
Connecticut
$7.8M 71,338 +179 +0.3%
ST
117
Smithfield Trust
Pennsylvania
$7.7M 70,412 -715 -1%
SHIM
118
Stone House Investment Management
Pennsylvania
$7.62M 69,693 -21,890 -24%
RWM
119
RKL Wealth Management
Pennsylvania
$7.52M 68,763 -56 -0.1%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$7.5M 68,612 +3,469 +5%
FAAS
121
First Allied Advisory Services
California
$7.49M 68,456 -6,546 -9%
BTS
122
BB&T Securities
Virginia
$7.33M 66,998 +44,510 +198%
SI
123
Stephens Inc
Arkansas
$7.24M 66,234 -1,606 -2%
TW
124
Transform Wealth
Colorado
$7.2M 65,875 +954 +1%
AIM
125
Acropolis Investment Management
Missouri
$7.17M 65,557 -889 -1%
3 4
5
6 7