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iShares S&P 500 Value ETF
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Overview Fund Activity

546 hedge funds and large institutions have $9.52B invested in iShares S&P 500 Value ETF in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+20
Holders Change %
+3.8%
% of All Funds
13.63%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
43
Increased
178
Reduced
209
Closed
18
Calls
$3.56M
Puts
$1.04M
Net Calls
+$2.53M
Net Calls Change
+$1.05M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$706M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$955M
3
SIM
3
Scottrade Investment Management
Missouri
$372M
4
LI
4
LVZ Inc
Michigan
$26.5M
5
HCM
5
Highfields Capital Management
Massachusetts
$20.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$39.7M
2
PAS
2
Park Avenue Securities
New York
$0
3
BlackRock
3
BlackRock
New York
$41.8M
4
TAT
4
TD Ameritrade Trust
Colorado
$10.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
251
ACG Wealth
Georgia
$1.22M -$371K -3,433 -23%
ECM
252
ETrade Capital Management
Virginia
$1.22M -$7.77K -72 -0.6%
HS
253
Huntington Steele
Pennsylvania
$1.21M -$156K -1,447 -11%
TNB
254
Thomasville National Bank
Georgia
$1.21M -$216 -2 -0%
RBC
255
Roble Belko & Company
Pennsylvania
$1.18M – – –
SC
256
Savant Capital
Illinois
$1.16M +$68.3K +633 +6%
GFPC
257
Global Financial Private Capital
Florida
$1.16M +$1.16M +10,728 New
MAS
258
Managed Account Services
Florida
$1.16M -$2.59K -24 -0.2%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$1.16M – – –
CL
260
Choreo LLC
Illinois
$1.13M +$2.16K +20 +0.2%
Wolverine Trading
261
Wolverine Trading
Illinois
$1.13M +$1.13M +10,498 New
CAM
262
Concorde Asset Management
Michigan
$1.11M +$410K +3,793 +58%
BP
263
Ballentine Partners
Massachusetts
$1.1M – – –
WHG
264
Westwood Holdings Group
Texas
$1.09M +$107K +988 +11%
NFG
265
Next Financial Group
Texas
$1.07M -$312K -2,866 -23%
KBFS
266
Kohmann Bosshard Financial Services
Ohio
$1.07M +$1.07M +9,912 New
MG
267
Mather Group
Illinois
$1.06M +$47.7K +442 +5%
BWP
268
Baldwin Wealth Partners
Massachusetts
$1.04M +$27.9K +259 +3%
FMBTD
269
First Midwest Bank Trust Division
Illinois
$1.04M -$1.54M -14,267 -60%
LFG
270
LifePlan Financial Group
Ohio
$1.03M -$201K -1,866 -16%
AFNAS
271
American Financial Network Advisory Services
California
$1.02M +$1.02M +9,446 New
GT
272
Glenview Trust
Kentucky
$997K – – –
TFF
273
The Family Firm
Maryland
$995K +$44.9K +416 +5%
RJT
274
Raymond James Trust
Florida
$992K – – –
AAP
275
Arax Advisory Partners
Colorado
$986K -$238K -2,208 -19%
9 10
11
12 13