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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 %
RBC
251
Roble Belko & Company
Pennsylvania
$1.11M – – –
ACM
252
Azimuth Capital Management
Michigan
$1.07M -$11.7K -115 -1%
HT
253
Hefren-Tillotson
Pennsylvania
$1.06M -$85.5K -844 -7%
TFF
254
The Family Firm
Maryland
$1.04M +$9.63K +95 +0.9%
AIS
255
American Investment Services
Massachusetts
$1.04M +$41.2K +406 +4%
KBFS
256
Kohmann Bosshard Financial Services
Ohio
$1.03M +$1.03M +10,051 New
SC
257
Savant Capital
Illinois
$1.03M -$9.94K -98 -1%
AAP
258
Arax Advisory Partners
Colorado
$1.03M +$1.03M +10,174 New
LFG
259
LifePlan Financial Group
Ohio
$1.02M +$16.6K +164 +2%
BWA
260
BlueSky Wealth Advisors
North Carolina
$972K +$972K +9,585 New
BRWA
261
B. Riley Wealth Advisors
Florida
$963K +$4.97K +49 +0.5%
CC
262
Cedar Capital
Illinois
$952K +$952K +9,394 New
JIC
263
Johnson Investment Counsel
Ohio
$947K -$36K -355 -4%
RJT
264
Raymond James Trust
Florida
$945K -$11.6K -114 -1%
FMWA
265
Forvis Mazars Wealth Advisors
Missouri
$939K -$6.36M -62,742 -87%
GT
266
Glenview Trust
Kentucky
$937K +$937K +9,240 New
BP
267
Ballentine Partners
Massachusetts
$915K – – –
Two Sigma Investments
268
Two Sigma Investments
New York
$882K +$882K +8,700 New
BC
269
Bartlett & Co
Ohio
$870K -$8.11K -80 -0.9%
BAC
270
Boys Arnold & Co
North Carolina
$863K +$15.2K +150 +2%
DPI
271
Diversified Portfolios Inc
Michigan
$862K – – –
LNC
272
Lincoln National Corp
Pennsylvania
$861K +$79.6K +785 +10%
BWP
273
Baldwin Wealth Partners
Massachusetts
$858K -$1.22K -12 -0.1%
ELC
274
Edgar Lomax Company
Virginia
$857K – – –
MG
275
Mather Group
Illinois
$847K +$30K +296 +4%
9 10
11
12 13