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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
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 %
A
101
AdvicePeriod
California
$11.1M -$155K -1,529 -1%
EPP
102
ETF Portfolio Partners
Kansas
$11.1M -$10.3K -102 -0.1%
AIG
103
American International Group
New York
$11.1M +$7.85M +77,652 +245%
BS
104
Banco Santander
Spain
$10.7M +$10.3M +102,530 +2,373%
EDRIA
105
Edmonds Duncan Registered Investment Advisors
Kansas
$10.7M +$229K +2,263 +2%
SB
106
Suntrust Banks
Georgia
$10.6M -$70K -692 -0.7%
FAAS
107
First Allied Advisory Services
California
$10.6M +$3.83M +37,799 +56%
Financial Engines Advisors
108
Financial Engines Advisors
California
$10.2M +$10.2M +97,769 New
PAG
109
Private Advisor Group
New Jersey
$10M +$868K +8,584 +9%
HFS
110
HL Financial Services
Kentucky
$9.86M +$214K +2,114 +2%
MGIA
111
Moneta Group Investment Advisors
Missouri
$9.81M +$115K +1,141 +1%
FLA
112
Financial Life Advisors
Texas
$9.72M -$175K -1,735 -2%
Comerica Bank
113
Comerica Bank
Texas
$9.69M +$4.49M +41,623 +86%
AIA
114
Alera Investment Advisors
Illinois
$9.48M +$9.48M +93,739 New
F
115
F3Logic
Minnesota
$9.38M +$8.76M +86,553 +1,398%
MBT
116
Monroe Bank & Trust
Michigan
$9.38M -$192K -1,897 -2%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$9.3M +$1.47M +14,536 +19%
CA
118
Centerpoint Advisors
Massachusetts
$9.28M -$4.74M -46,876 -34%
LNWWM
119
Laird Norton Wetherby Wealth Management
California
$9.03M -$335K -3,315 -4%
SHIM
120
Stone House Investment Management
Pennsylvania
$8.91M +$44.3K +438 +0.5%
DSA
121
Droms Strauss Advisors
Missouri
$8.79M +$8.79M +86,878 New
TCM
122
Traynor Capital Management
Pennsylvania
$8.45M -$126K -1,245 -1%
Northern Trust
123
Northern Trust
Illinois
$8.42M +$2.44M +24,164 +41%
FAIM
124
Financial Advocates Investment Management
Washington
$8.37M +$2.62M +25,925 +46%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$8.24M +$113K +1,114 +1%
3 4
5
6 7