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iShares S&P 500 Value ETF
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Overview Fund Activity

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$291M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Wells Fargo
4
Wells Fargo
California
$732M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.07B

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$446M
2
UCFA
2
United Capital Financial Advisors
Texas
$43.7M
3
HI
3
Horizon Investments
North Carolina
$363K
4
US Bancorp
4
US Bancorp
Minnesota
$38.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
226
Starfire Investment Advisers
Michigan
$1.53M +$16.1K +159 +1%
PCM
227
Pointe Capital Management
Michigan
$1.53M +$1.53M +15,129 New
BTS
228
BB&T Securities
Virginia
$1.51M – – –
1GA
229
1st Global Advisors
Texas
$1.5M +$26K +256 +2%
OC
230
Oppenheimer & Co
New York
$1.47M +$265K +2,610 +22%
BA
231
Bristlecone Advisors
Washington
$1.46M -$81.1K -800 -5%
VIA
232
Vantage Investment Advisors
Pennsylvania
$1.46M +$30.2K +298 +2%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.4M +$39.5K +390 +3%
BMCM
234
Bryn Mawr Capital Management
Pennsylvania
$1.39M +$1.39M +13,730 New
BCM
235
BTC Capital Management
Iowa
$1.37M +$1.37M +13,512 New
HW
236
Hancock Whitney
Mississippi
$1.37M -$36K -355 -3%
FIM
237
Freedom Investment Management
Connecticut
$1.35M -$24.2K -239 -2%
NFG
238
Next Financial Group
Texas
$1.35M +$29.4K +290 +2%
TFCP
239
Twin Focus Capital Partners
Massachusetts
$1.3M -$20.3K -200 -2%
HS
240
Huntington Steele
Pennsylvania
$1.27M +$1.93K +19 +0.2%
AW
241
ACG Wealth
Georgia
$1.23M +$395K +3,894 +47%
ECM
242
ETrade Capital Management
Virginia
$1.17M -$32.5K -321 -3%
BCI
243
Brinker Capital Investments
Pennsylvania
$1.16M +$561K +5,534 +93%
APSP
244
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.16M -$7.3K -72 -0.6%
AL
245
Aspiriant LLC
California
$1.16M -$94.3K -930 -8%
HB
246
Homrich & Berg
Georgia
$1.16M -$25.5K -252 -2%
AIM
247
Advantage Investment Management
Iowa
$1.15M +$1.01M +9,980 +735%
DWM
248
Darwin Wealth Management
Florida
$1.15M +$1.15M +11,308 New
MAS
249
Managed Account Services
Florida
$1.13M +$1.13M +11,168 New
CA
250
Cetera Advisors
Colorado
$1.12M +$55.8K +551 +5%
8 9
10
11 12