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iShares S&P 500 Value ETF
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Overview Fund Activity

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.62B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
AG
Advisor Group
Arizona
$75.2M
5
G
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$11.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
Betterment LLC
New York
$145M
4
HNB
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
126
Guidant Wealth Advisors
Illinois
$7.58M -$206K -1,310 -3%
ASN
127
Advisory Services Network
Georgia
$7.55M +$828K +7,150 +12%
ST
128
Smithfield Trust
Pennsylvania
$7.51M -$376K -3,247 -5%
AIM
129
Acropolis Investment Management
Missouri
$7.46M -$115K -989 -2%
AP
130
Arlington Partners
Alabama
$7.23M -$1.42M -12,269 -16%
VR
131
Viridian RIA
Washington
$7.22M -$274K -2,362 -4%
CWM
132
Cahaba Wealth Management
Georgia
$6.98M +$126K +1,082 +2%
OAM
133
Occidental Asset Management
California
$6.86M +$1.42M +12,241 +26%
Northern Trust
134
Northern Trust
Illinois
$6.84M +$105K +904 +2%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$6.68M +$1.05M +9,079 +19%
FAIM
136
Financial Advocates Investment Management
Washington
$6.59M -$763K -6,590 -10%
Creative Planning
137
Creative Planning
Kansas
$6.38M +$438K +3,780 +7%
FBA
138
Front Barnett Associates
Illinois
$6.35M +$41.4K +357 +0.7%
WP
139
WealthSource Partners
California
$6.04M +$215K +1,860 +4%
CS
140
Comerica Securities
Michigan
$5.94M -$127K -1,091 -2%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.89M +$5.55M +47,836 +1,619%
EFSCE
142
Enterprise Financial Services Corp (EFSC)
Missouri
$5.73M -$618K -5,338 -10%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$5.72M +$238K +2,056 +4%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$5.69M -$821K -7,085 -13%
CA
145
Cetera Advisors
Colorado
$5.68M +$312K +2,689 +6%
AII
146
AGF Investments Inc
Ontario, Canada
$5.64M +$78.2K +675 +1%
FMW
147
Farr Miller & Washington
District of Columbia
$5.6M +$306K +2,641 +6%
PFA
148
Pure Financial Advisors
California
$5.56M +$5.56M +47,980 New
PAIM
149
Punch & Associates Investment Management
Minnesota
$5.46M +$2.9K +25 +0.1%
CWM
150
Cranbrook Wealth Management
Michigan
$5.42M -$439K -3,792 -7%
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