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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
JPMorgan Chase & Co
New York
$807M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$679M
3
DSA
Davis Selected Advisers
Arizona
$52M
4
BlackRock
BlackRock
New York
$85.8M
5
AG
Advisor Group
Arizona
$105M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
CWM
Cornerstone Wealth Management
Missouri
$1.9M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$223M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
HNB
Huntington National Bank
Ohio
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
126
Pure Financial Advisors
California
$8.2M +$3.34M +33,048 +69%
IWA
127
Independence Wealth Advisors
Virginia
$8.1M +$15.3K +151 +0.2%
SGAM
128
Steinberg Global Asset Management
Florida
$8.1M +$21.1K +209 +0.3%
BPCE
129
Bank Pictet & Cie (Europe)
Germany
$8.02M -$440K -4,350 -5%
ASN
130
Advisory Services Network
Georgia
$7.65M +$1.05M +10,367 +16%
HJA
131
Hugh Johnson Advisors
New York
$7.58M +$18.5K +183 +0.2%
AI
132
Atria Investments
North Carolina
$7.54M -$9.32M -92,172 -55%
TW
133
Transform Wealth
Colorado
$7.52M +$108K +1,069 +1%
TIM
134
Tortoise Investment Management
New York
$7.25M -$973K -9,622 -12%
AMG
135
Asset Management Group
Connecticut
$7.13M +$41.8K +413 +0.6%
BTS
136
BB&T Securities
Virginia
$7.08M -$282K -2,791 -4%
SCIM
137
Spring Creek Investment Management
Pennsylvania
$7.06M +$7.06M +69,775 New
BFM
138
Broadview Financial Management
Wisconsin
$7.01M -$626K -6,185 -8%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$6.68M – – –
SI
140
Stephens Inc
Arkansas
$6.67M +$18.1K +179 +0.3%
AIM
141
Acropolis Investment Management
Missouri
$6.48M -$34K -336 -0.5%
CWM
142
Cahaba Wealth Management
Georgia
$6.43M +$367K +3,628 +6%
BCM
143
Brookstone Capital Management
Illinois
$6.43M -$1.67M -16,520 -21%
RWM
144
RKL Wealth Management
Pennsylvania
$6.41M -$314K -3,100 -5%
IA
145
IFG Advisory
Georgia
$6.31M +$6.31M +54,310 New
Two Sigma Investments
146
Two Sigma Investments
New York
$6.29M -$6.28M -62,100 -50%
RCM
147
RNC Capital Management
California
$6.27M +$6.27M +61,950 New
VR
148
Viridian RIA
Washington
$6.17M -$137K -1,351 -2%
Creative Planning
149
Creative Planning
Kansas
$5.87M +$298K +2,949 +5%
IA
150
IndexIQ Advisors
New York
$5.85M +$3.87M +38,264 +196%
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