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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 %
Comerica Bank
151
Comerica Bank
Texas
$5.32M -$91.7K -832 -2%
FTS
152
Fifth Third Securities
Ohio
$4.99M +$4.99M +42,798 New
SIAM
153
Sterling Investment Advisors (Missouri)
Missouri
$4.99M +$20.6K +178 +0.4%
JFA
154
Johanson Financial Advisors
California
$4.95M -$26.3K -227 -0.5%
LIA
155
LBMC Investment Advisors
Tennessee
$4.92M +$24.4K +211 +0.5%
CG
156
Colony Group
Massachusetts
$4.71M -$185K -1,593 -4%
AWM
157
Avior Wealth Management
Nebraska
$4.55M -$2.09K -18 -0%
SAM
158
Securian Asset Management
Minnesota
$4.52M -$753K -6,500 -14%
CA
159
Clearstead Advisors
Ohio
$4.45M – – –
CAL
160
Capital Analysts LLC
Pennsylvania
$4.45M +$111K +961 +3%
SCG
161
Sonata Capital Group
Washington
$4.41M +$118K +1,016 +3%
LA
162
Leonetti & Associates
Illinois
$4.34M -$216K -1,865 -5%
GWM
163
Geneos Wealth Management
Colorado
$4.13M -$60.4K -521 -1%
SNT
164
Security National Trust
West Virginia
$4.09M -$2.9K -25 -0.1%
LFAS
165
Level Four Advisory Services
Texas
$4.07M +$7.76K +67 +0.2%
CFGS
166
Concourse Financial Group Securities
Alabama
$3.85M +$3.85M +33,032 New
FNBT
167
FineMark National Bank & Trust
Florida
$3.84M -$69.7K -602 -2%
FHC
168
First Heartland Consultants
Missouri
$3.82M +$2.09K +18 +0.1%
GG
169
GenWealth Group
New Jersey
$3.8M -$19.9K -171 -0.5%
NA
170
Nottingham Advisors
New York
$3.78M -$49K -411 -1%
MA
171
Mutual Advisors
Nebraska
$3.69M +$309K +2,663 +9%
AIG
172
American International Group
New York
$3.67M -$1.96M -16,940 -35%
Citadel Advisors
173
Citadel Advisors
Florida
$3.64M +$3.03M +26,162 +495%
B
174
Bailard
California
$3.54M -$113K -975 -3%
PFP
175
Pinnacle Financial Partners
Tennessee
$3.53M +$990K +8,549 +39%
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