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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.

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
1
Ameriprise
Minnesota
$1.62B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.23B
4
AG
4
Advisor Group
Arizona
$75.2M
5
G
5
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$11.9M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
3
Betterment LLC
New York
$145M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$625M
5
LPL Financial
5
LPL Financial
California
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$1.62B 922,575 +229,198 +33%
Morgan Stanley
2
Morgan Stanley
New York
$1.23B 10,586,449 +1,014,231 +11%
Wells Fargo
3
Wells Fargo
California
$821M 7,083,497 +53,831 +0.8%
Bank of America
4
Bank of America
North Carolina
$792M 6,838,840 +36,564 +0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$625M 5,397,374 -114,052 -2%
VMPIC
6
Varma Mutual Pension Insurance Co
Finland
$486M 4,208,061 +1,034,999 +33%
UBS Group
7
UBS Group
Switzerland
$436M 3,764,524 +166,945 +5%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$329M 2,842,451 -922,528 -25%
Stifel Financial
9
Stifel Financial
Missouri
$293M 2,525,049 +46,148 +2%
LPL Financial
10
LPL Financial
California
$267M 2,309,079 -93,374 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$191M 1,645,164 -58,950 -3%
SEI Investments
12
SEI Investments
Pennsylvania
$178M 1,538,518 -63,074 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$152M 1,313,501 -41,521 -3%
Betterment LLC
14
Betterment LLC
New York
$145M 1,251,129 -376,226 -23%
M&T Bank
15
M&T Bank
New York
$140M 1,209,058 -34,585 -3%
Goldman Sachs
16
Goldman Sachs
New York
$136M 1,176,272 +95,174 +9%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$102M 877,881 +56,104 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$90.7M 783,019 +23,094 +3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$90.7M 782,095 +51,018 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$87.2M 752,901 +37,546 +5%
VA
21
Valmark Advisers
Ohio
$78.9M 681,535 -12,495 -2%
AG
22
Advisor Group
Arizona
$75.2M 648,937 +394,190 +155%
RJA
23
Raymond James & Associates
Florida
$73.1M 630,833 +16,529 +3%
MMA
24
Miracle Mile Advisors
California
$68.1M 587,819 -33,727 -5%
US Bancorp
25
US Bancorp
Minnesota
$65.3M 563,877 +36,051 +7%
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