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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 %
DWM
201
Darwin Wealth Management
Florida
$2.69M -$68.3K -590 -2%
Invesco
202
Invesco
Georgia
$2.67M -$990K -8,550 -27%
SXL
203
Summit X LLC
Missouri
$2.62M +$194K +1,675 +8%
SCM
204
Stordahl Capital Management
Colorado
$2.58M -$40.1K -362 -2%
CB
205
Commerce Bank
Missouri
$2.56M +$70.2K +606 +3%
CCM
206
Cribstone Capital Management
Maine
$2.52M -$57.5K -496 -2%
ALIONA
207
Allianz Life Insurance of North America
Minnesota
$2.47M -$273K -2,354 -10%
OC
208
Oppenheimer & Co
New York
$2.47M +$1.2M +10,376 +95%
PWS
209
Paragon Wealth Strategies
Florida
$2.47M -$202K -1,747 -8%
JIC
210
Johnson Investment Counsel
Ohio
$2.44M +$148K +1,281 +6%
BAM
211
Belpointe Asset Management
Nevada
$2.3M +$1.97M +16,976 +596%
GEM
212
Global Endowment Management
North Carolina
$2.28M – – –
NCM
213
Narwhal Capital Management
Georgia
$2.27M +$1.96M +16,930 +627%
IA
214
IndexIQ Advisors
New York
$2.27M +$2.23M +19,205 +5,247%
BMCM
215
Bryn Mawr Capital Management
Pennsylvania
$2.27M -$73.9K -638 -3%
CC
216
Cadinha & Co
Hawaii
$2.23M -$64.9K -560 -3%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$2.21M – – –
PP
218
Palladium Partners
Virginia
$2.19M -$53.9K -465 -2%
GRP
219
Global Retirement Partners
California
$2.17M +$338K +2,922 +18%
FMC
220
First Merchants Corp
Indiana
$2.17M – – –
BCM
221
Brasada Capital Management
Texas
$2.16M -$161K -1,389 -7%
VIA
222
Vantage Investment Advisors
Pennsylvania
$2.16M +$36.7K +317 +2%
Franklin Resources
223
Franklin Resources
California
$2.15M -$78.2K -675 -4%
AWM
224
AE Wealth Management
Kansas
$2.13M +$1.84M +15,920 +652%
MGIA
225
Matthew Goff Investment Advisor
Texas
$2.12M +$987K +8,523 +87%
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