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iShares S&P 500 Value ETF
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Overview Fund Activity

626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.

Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.68M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$983M
2
LPL Financial
2
LPL Financial
California
$260M
3
Stifel Financial
3
Stifel Financial
Missouri
$257M
4
SEI Investments
4
SEI Investments
Pennsylvania
$144M
5
Betterment LLC
5
Betterment LLC
New York
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$558M
2
VA
2
Valmark Advisers
Ohio
$220M
3
IH
3
IFC Holdings
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.04B
5
Wells Fargo
5
Wells Fargo
California
$794M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.04B 9,520,916 -408,116 -4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$983M 8,988,059 +1,226,421 +16%
Wells Fargo
3
Wells Fargo
California
$794M 7,257,864 -345,654 -5%
Bank of America
4
Bank of America
North Carolina
$755M 6,901,996 +195,128 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$558M 5,166,208 -4,594,146 -47%
UBS Group
6
UBS Group
Switzerland
$360M 3,293,755 +103,867 +3%
LPL Financial
7
LPL Financial
California
$260M 2,380,469 +688,282 +41%
Stifel Financial
8
Stifel Financial
Missouri
$257M 2,349,016 +440,214 +23%
VA
9
Valmark Advisers
Ohio
$220M 2,010,576 -1,475,323 -42%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$190M 1,739,894 -77,382 -4%
Betterment LLC
11
Betterment LLC
New York
$178M 1,615,454 +197,197 +14%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$154M 1,408,939 -49,390 -3%
SEI Investments
13
SEI Investments
Pennsylvania
$144M 1,316,355 +327,430 +33%
M&T Bank
14
M&T Bank
New York
$139M 1,268,444 -13,107 -1%
Franklin Resources
15
Franklin Resources
California
$109M 993,654 -57,105 -5%
Goldman Sachs
16
Goldman Sachs
New York
$109M 993,016 -88,658 -8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$86.8M 793,757 +138,311 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$84.9M 776,332 -37,937 -5%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$79.7M 731,077 +58,216 +9%
Ameriprise
20
Ameriprise
Minnesota
$73.3M 669,991 +12,906 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$71.6M 654,524 +5,201 +0.8%
MMA
22
Miracle Mile Advisors
California
$66M 603,837 +13,530 +2%
KeyBank National Association
23
KeyBank National Association
Ohio
$58M 530,421 -22,819 -4%
US Bancorp
24
US Bancorp
Minnesota
$56.3M 515,157 +36,252 +8%
HFBOT
25
Home Federal Bank of Tennessee
Tennessee
$53M 484,632 +6,830 +1%
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