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iShares S&P 500 Value ETF
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Overview Fund Activity

523 hedge funds and large institutions have $9B invested in iShares S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.04%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.65%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$172M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$127M
3
BlackRock
BlackRock
New York
+$106M
4
SIM
Scottrade Investment Management
Missouri
+$101M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$60.4M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
-$63.2M
2
GC
Guggenheim Capital
Illinois
-$59.7M
3
CAL
Capital Analysts LLC
Pennsylvania
-$33.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$31.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
226
Millennium Management
New York
$1.62M +$1M +9,635 +163%
IP
227
Investment Partners
Ohio
$1.6M -$19K -183 -1%
BMCM
228
Bryn Mawr Capital Management
Pennsylvania
$1.58M +$151K +1,456 +11%
SIA
229
Starfire Investment Advisers
Michigan
$1.56M -$4.23K -41 -0.3%
USAA
230
United Services Automobile Association
Texas
$1.53M +$1.53M +14,710 New
OC
231
Oppenheimer & Co
New York
$1.53M +$22.1K +212 +1%
WI
232
Wintrust Investments
Illinois
$1.52M -$301K -2,890 -17%
1GA
233
1st Global Advisors
Texas
$1.51M -$30.7K -295 -2%
HW
234
Hancock Whitney
Mississippi
$1.51M +$103K +992 +7%
BA
235
Bristlecone Advisors
Washington
$1.45M -$48.6K -467 -3%
PAMG
236
Patton Albertson Miller Group
Tennessee
$1.41M +$1.41M +13,541 New
BCM
237
BTC Capital Management
Iowa
$1.41M – – –
APSP
238
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.41M +$213K +2,052 +18%
FIM
239
Freedom Investment Management
Connecticut
$1.37M -$22.4K -215 -2%
HS
240
Huntington Steele
Pennsylvania
$1.31M +$15.3K +147 +1%
CLOS
241
Compagnie Lombard Odier SCmA
Switzerland
$1.28M -$5.89M -56,600 -82%
AW
242
ACG Wealth
Georgia
$1.28M +$14.9K +143 +1%
TNB
243
Thomasville National Bank
Georgia
$1.28M +$1.28M +12,272 New
BCI
244
Brinker Capital Investments
Pennsylvania
$1.24M +$46.8K +450 +4%
BRWA
245
B. Riley Wealth Advisors
Florida
$1.24M +$251K +2,406 +25%
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.19M -$248K -2,382 -17%
HB
247
Homrich & Berg
Georgia
$1.19M – – –
ECM
248
ETrade Capital Management
Virginia
$1.18M -$11.8K -113 -1%
AAP
249
Arax Advisory Partners
Colorado
$1.18M +$122K +1,169 +11%
ACM
250
Azimuth Capital Management
Michigan
$1.17M +$72.3K +695 +7%
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