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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.

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
1
JPMorgan Chase & Co
New York
$807M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$679M
3
DSA
3
Davis Selected Advisers
Arizona
$52M
4
SL
4
Salomon & Ludwin
Virginia
$44.1M
5
BlackRock
5
BlackRock
New York
$85.8M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.9M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$223M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
G
5
Gainplan
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.09B 10,816,501 +230,052 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$807M 7,982,008 +7,104,127 +809%
Wells Fargo
3
Wells Fargo
California
$744M 7,352,856 +269,359 +4%
Bank of America
4
Bank of America
North Carolina
$721M 7,133,538 +294,698 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$679M 6,717,228 +1,319,854 +24%
UBS Group
6
UBS Group
Switzerland
$363M 3,585,953 -178,571 -5%
Stifel Financial
7
Stifel Financial
Missouri
$256M 2,528,652 +3,603 +0.1%
LPL Financial
8
LPL Financial
California
$249M 2,462,421 +153,342 +7%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$223M 2,205,686 -636,765 -22%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$183M 1,806,689 +161,525 +10%
SEI Investments
11
SEI Investments
Pennsylvania
$154M 1,518,464 -20,054 -1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$147M 1,454,451 +140,950 +11%
Goldman Sachs
13
Goldman Sachs
New York
$137M 1,357,830 +181,558 +15%
Betterment LLC
14
Betterment LLC
New York
$125M 1,239,756 -11,373 -0.9%
M&T Bank
15
M&T Bank
New York
$123M 1,216,785 +7,727 +0.6%
Ameriprise
16
Ameriprise
Minnesota
$120M 1,189,293 +266,718 +29%
AG
17
Advisor Group
Arizona
$105M 1,036,247 +387,310 +60%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$86.8M 856,822 +74,727 +10%
BlackRock
19
BlackRock
New York
$85.8M 848,625 +391,315 +86%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$84.8M 838,631 +85,730 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$83.5M 825,679 +42,660 +5%
VA
22
Valmark Advisers
Ohio
$66.2M 654,701 -26,834 -4%
US Bancorp
23
US Bancorp
Minnesota
$65.2M 644,913 +81,036 +14%
RJA
24
Raymond James & Associates
Florida
$63.5M 628,116 -2,717 -0.4%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$54.4M 537,666 -1,554 -0.3%
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