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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 %
LPC
176
Loeb Partners Corp
New York
$4.55M +$4.55M +45,000 New
LIA
177
LBMC Investment Advisors
Tennessee
$4.38M +$91K +900 +2%
JFA
178
Johanson Financial Advisors
California
$4.35M +$37.2K +368 +0.9%
SIAM
179
Sterling Investment Advisors (Missouri)
Missouri
$4.32M -$37.3K -369 -0.9%
LAM
180
Lyrical Asset Management
New York
$4.3M +$4.3M +42,476 New
FMBTD
181
First Midwest Bank Trust Division
Illinois
$4.27M +$4.04M +39,941 +1,795%
SAM
182
Securian Asset Management
Minnesota
$4.14M +$192K +1,900 +5%
SS
183
Simplicity Solutions
Minnesota
$4.05M -$12.8M -126,088 -76%
CA
184
Clearstead Advisors
Ohio
$4.04M +$158K +1,560 +4%
NA
185
Nottingham Advisors
New York
$4.01M +$218K +1,825 +6%
CFGS
186
Concourse Financial Group Securities
Alabama
$4.01M +$668K +6,604 +20%
AWM
187
Avior Wealth Management
Nebraska
$3.99M +$19K +188 +0.5%
QCM
188
Quest Capital Management
Texas
$3.96M +$3.96M +39,195 New
FHC
189
First Heartland Consultants
Missouri
$3.87M +$536K +5,300 +16%
JCM
190
Julex Capital Management
Massachusetts
$3.76M +$3.76M +138,312 New
SCG
191
Sonata Capital Group
Washington
$3.71M -$143K -1,410 -4%
LA
192
Leonetti & Associates
Illinois
$3.67M -$124K -1,226 -3%
SNT
193
Security National Trust
West Virginia
$3.64M +$67.3K +665 +2%
LFAS
194
Level Four Advisory Services
Texas
$3.62M +$66.6K +658 +2%
Citadel Advisors
195
Citadel Advisors
Florida
$3.59M +$404K +3,999 +13%
GWM
196
Geneos Wealth Management
Colorado
$3.58M -$1K -10 -0%
FNBT
197
FineMark National Bank & Trust
Florida
$3.55M +$191K +1,889 +6%
CAL
198
Capital Analysts LLC
Pennsylvania
$3.53M -$347K -3,435 -9%
QAM
199
Questar Asset Management
Minnesota
$3.51M +$3.51M +34,691 New
CFA
200
Clarfeld Financial Advisors
New York
$3.46M +$3.46M +34,242 New
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