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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 %
MAS
251
Managed Account Services
Florida
$1.16M -$2.5K -24 -0.2%
AL
252
Aspiriant LLC
California
$1.14M -$45.4K -436 -4%
RBC
253
Roble Belko & Company
Pennsylvania
$1.14M – – –
SWP
254
Stratos Wealth Partners
Ohio
$1.1M +$422K +4,061 +62%
PFA
255
Pinnacle Family Advisors
Missouri
$1.1M -$1.25M -11,977 -53%
CWM
256
Cornerstone Wealth Management
Missouri
$1.1M +$1.1M +10,612 New
HT
257
Hefren-Tillotson
Pennsylvania
$1.07M -$21.2K -204 -2%
NFG
258
Next Financial Group
Texas
$1.06M -$319K -3,071 -23%
GRP
259
Global Retirement Partners
California
$1.06M +$572K +5,504 +117%
SC
260
Savant Capital
Illinois
$1.06M -$208 -2 -0%
KBFS
261
Kohmann Bosshard Financial Services
Ohio
$1.02M -$23.1K -222 -2%
AIS
262
American Investment Services
Massachusetts
$1.02M -$46.4K -446 -4%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$1.02M +$284K +2,729 +39%
RJT
264
Raymond James Trust
Florida
$991K +$21.2K +204 +2%
CFA
265
Camarda Financial Advisors
Florida
$985K -$1.1M -10,530 -53%
BWP
266
Baldwin Wealth Partners
Massachusetts
$967K +$86.6K +832 +10%
GT
267
Glenview Trust
Kentucky
$961K – – –
TFF
268
The Family Firm
Maryland
$960K -$109K -1,049 -10%
MG
269
Mather Group
Illinois
$951K +$82.7K +795 +10%
BP
270
Ballentine Partners
Massachusetts
$939K – – –
BAC
271
Boys Arnold & Co
North Carolina
$936K +$49.4K +475 +6%
CCFCSB
272
Cape Cod Five Cents Savings Bank
Massachusetts
$933K -$728K -6,997 -44%
BC
273
Bartlett & Co
Ohio
$893K – – –
BWA
274
BlueSky Wealth Advisors
North Carolina
$892K -$105K -1,011 -11%
PFP
275
Pinnacle Financial Partners
Tennessee
$891K +$24.4K +235 +3%
9 10
11
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