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iShares S&P 500 Value ETF
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Overview Fund Activity

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
Bank of America
4
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
HNB
3
Huntington National Bank
Ohio
$45M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
HCM
5
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
226
FDx Advisors
Illinois
$2.22M -$327K -2,865 -13%
RFS
227
Rockefeller Financial Services
New York
$2.18M – – –
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$2.15M -$255K -2,231 -11%
FMC
229
First Merchants Corp
Indiana
$2.14M – – –
TF
230
TIAA FSB
Florida
$2.13M +$34.4K +301 +2%
WP
231
WMS Partners
Maryland
$2.1M -$260K -2,275 -11%
IF
232
Ironwood Financial
Arizona
$2.06M -$91.9K -804 -4%
HA
233
Hamel Associates
New Jersey
$2.05M -$41.3K -362 -2%
VIA
234
Vantage Investment Advisors
Pennsylvania
$2.03M +$91.8K +804 +5%
AIA
235
Arcadia Investment Advisors
Idaho
$2.03M +$2.03M +17,729 New
APP
236
Avantax Planning Partners
Iowa
$2.02M -$535K -4,682 -21%
AP
237
Arlington Partners
Alabama
$2.01M +$2.01M +17,564 New
LNC
238
Lincoln National Corp
Pennsylvania
$1.98M +$984K +8,613 +99%
AllianceBernstein
239
AllianceBernstein
Tennessee
$1.97M – – –
MFT
240
Moisand Fitzgerald Tamayo
Florida
$1.97M -$39.1K -342 -2%
PFP
241
Pinnacle Financial Partners
Tennessee
$1.95M +$955K +8,365 +96%
SHA
242
Seneca House Advisors
Virginia
$1.95M +$1.95M +17,032 New
SPIA
243
Steward Partners Investment Advisory
New York
$1.91M +$999K +8,748 +110%
BCI
244
Brinker Capital Investments
Pennsylvania
$1.89M +$2.97K +26 +0.2%
CBU
245
CIBC Bank USA
Illinois
$1.87M -$1.09M -9,550 -37%
GRP
246
Global Retirement Partners
California
$1.81M +$426K +3,728 +31%
MAM
247
Marquette Asset Management
Minnesota
$1.79M – – –
IP
248
Investment Partners
Ohio
$1.76M +$6.86K +60 +0.4%
PA
249
PFG Advisors
Arizona
$1.75M +$1.75M +15,306 New
William Blair & Company
250
William Blair & Company
Illinois
$1.72M +$674K +5,896 +65%
8 9
10
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