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iShares S&P 500 Value ETF
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Overview Fund Activity

636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$415M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$349M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$607M
4
UBS Group
UBS Group
Switzerland
$396M
5
SEI Investments
SEI Investments
Pennsylvania
$176M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$612M
2
VA
Valmark Advisers
Ohio
$76.4M
3
Franklin Resources
Franklin Resources
California
$2.12M
4
HNB
Huntington National Bank
Ohio
$42.7M
5
Wells Fargo
Wells Fargo
California
$774M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
126
Guidant Wealth Advisors
Illinois
$7.23M -$211K -1,440 -3%
AIM
127
Acropolis Investment Management
Missouri
$7.2M -$16.5K -150 -0.2%
VR
128
Viridian RIA
Washington
$7.13M -$4.2M -38,150 -37%
FAIM
129
Financial Advocates Investment Management
Washington
$6.98M -$119K -1,080 -2%
ASN
130
Advisory Services Network
Georgia
$6.63M -$735K -6,435 -10%
CWM
131
Cahaba Wealth Management
Georgia
$6.62M +$590K +5,249 +10%
Northern Trust
132
Northern Trust
Illinois
$6.41M -$5.62K -51 -0.1%
FAAS
133
First Allied Advisory Services
California
$6.36M -$1.18M -10,708 -16%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$6.19M +$514K +4,663 +9%
PAG
135
Private Advisor Group
New Jersey
$6.12M +$259K +2,351 +4%
EFSCE
136
Enterprise Financial Services Corp (EFSC)
Missouri
$6.03M -$203K -1,841 -3%
FBA
137
Front Barnett Associates
Illinois
$6M -$150K -1,366 -2%
JGC
138
J. Goldman & Co
New York
$5.93M +$5.93M +53,823 New
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$5.82M +$5.82M +52,849 New
CS
140
Comerica Securities
Michigan
$5.77M -$56.7K -512 -1%
Creative Planning
141
Creative Planning
Kansas
$5.65M +$533K +4,842 +10%
CWM
142
Cranbrook Wealth Management
Michigan
$5.57M -$106K -959 -2%
WP
143
WealthSource Partners
California
$5.54M +$198K +1,794 +4%
Comerica Bank
144
Comerica Bank
Texas
$5.52M -$198K -1,759 -3%
AIG
145
American International Group
New York
$5.36M +$535K +4,860 +11%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$5.35M -$202K -1,837 -4%
AII
147
AGF Investments Inc
Ontario, Canada
$5.29M -$643K -5,842 -11%
TD Asset Management
148
TD Asset Management
Ontario, Canada
$5.21M +$358K +3,249 +7%
PAIM
149
Punch & Associates Investment Management
Minnesota
$5.19M -$172K -1,566 -3%
OAM
150
Occidental Asset Management
California
$5.18M -$130K -1,180 -2%
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