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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 %
OAM
151
Occidental Asset Management
California
$5.82M -$172K -1,704 -3%
ST
152
Smithfield Trust
Pennsylvania
$5.73M -$828K -8,187 -13%
TRCT
153
Tower Research Capital (TRC)
New York
$5.59M +$5.59M +55,235 New
FBA
154
Front Barnett Associates
Illinois
$5.57M +$26.9K +266 +0.5%
FCC
155
Florin Court Capital
United Kingdom
$5.57M +$5.57M +55,073 New
CS
156
Comerica Securities
Michigan
$5.44M +$281K +2,777 +5%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.39M +$281K +2,790 +5%
WWM
158
Western Wealth Management
Colorado
$5.38M +$5.38M +53,250 New
IA
159
IFP Advisors
Florida
$5.1M +$2.2M +21,919 +76%
FMW
160
Farr Miller & Washington
District of Columbia
$5.07M +$176K +1,741 +4%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$5.05M +$88.9K +879 +2%
PFG
162
Pacific Financial Group
Washington
$5.04M +$5.04M +49,856 New
NCM
163
Narwhal Capital Management
Georgia
$5.02M +$3.03M +29,975 +153%
CWM
164
Cranbrook Wealth Management
Michigan
$4.92M +$189K +1,869 +4%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$4.87M -$126K -1,247 -3%
GPA
166
Guidance Point Advisors
Massachusetts
$4.83M +$4.83M +47,708 New
BOTW
167
Bank of the West
California
$4.81M +$2.43M +23,986 +102%
WP
168
WealthSource Partners
California
$4.79M -$481K -4,752 -9%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$4.78M -$219K -2,167 -4%
PAIM
170
Punch & Associates Investment Management
Minnesota
$4.78M +$13.1K +130 +0.3%
EWA
171
Evolution Wealth Advisors
Florida
$4.72M +$4.72M +46,625 New
AII
172
AGF Investments Inc
Ontario, Canada
$4.68M -$240K -2,376 -5%
KM
173
Kalos Management
Georgia
$4.65M +$4.42M +39,757 +1,890%
CA
174
Cetera Advisors
Colorado
$4.6M -$374K -3,681 -8%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$4.58M -$2.56M -25,270 -36%
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