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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 %
IA
176
Independence Advisors
Pennsylvania
$3.5M -$22.1K -191 -0.6%
PFA
177
Pathway Financial Advisors
Vermont
$3.49M +$295K +2,841 +9%
PSUF
178
People's United Financial
Connecticut
$3.45M -$262K -2,265 -7%
SPIA
179
Steward Partners Investment Advisory
New York
$3.44M +$400K +3,450 +13%
IUHSA
180
Itau Unibanco Holding S.A.
Brazil
$3.42M +$3.42M +29,500 New
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.39M +$161K +1,394 +5%
IA
182
IFP Advisors
Florida
$3.35M -$138K -1,189 -4%
SEIA
183
Signature Estate & Investment Advisors
California
$3.3M +$91K +786 +3%
NSB
184
Norway Savings Bank
Maine
$3.23M -$4.05K -35 -0.1%
SRSA
185
S.R. Schill & Associates
Washington
$3.22M -$411K -3,545 -11%
SCA
186
Snowden Capital Advisors
New York
$3.21M +$144K +1,239 +5%
NB
187
Nicolet Bankshares
Wisconsin
$3.15M -$21.4K -185 -0.7%
SF
188
Synovus Financial
Georgia
$3.12M -$31.8K -275 -1%
SG Americas Securities
189
SG Americas Securities
New York
$3.09M -$1.15M -9,906 -27%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$3.08M -$359K -3,095 -10%
SAM
191
Silvercrest Asset Management
New York
$2.96M -$542K -4,675 -15%
CAN
192
Cetera Advisor Networks
California
$2.96M +$404K +3,481 +16%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$2.94M -$3.18M -27,481 -52%
WWM
194
Windsor Wealth Management
Indiana
$2.93M – – –
BCI
195
Brinker Capital Investments
Pennsylvania
$2.82M +$500K +4,319 +22%
TSS
196
Two Sigma Securities
New York
$2.76M -$2.58M -22,273 -48%
First Trust Advisors
197
First Trust Advisors
Illinois
$2.74M +$448K +3,865 +19%
MWA
198
Martel Wealth Advisors
Washington
$2.74M +$2.74M +23,685 New
BOTW
199
Bank of the West
California
$2.73M +$185K +1,596 +7%
BUB
200
BBVA USA Bancshares
Texas
$2.71M +$23.2K +200 +0.9%
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