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

Top Sellers

1
VA
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
HNB
Huntington National Bank
Ohio
$45M
4
ICOA
Investment Centers of America
North Dakota
$0
5
HCM
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$1.71M +$156K +1,362 +10%
MIAN
252
Mariner Independent Advisor Network
Kansas
$1.7M -$417K -3,651 -20%
CW
253
Cobiz Wealth
Colorado
$1.7M -$8K -70 -0.5%
BMCM
254
Bryn Mawr Capital Management
Pennsylvania
$1.68M – – –
USAA
255
United Services Automobile Association
Texas
$1.68M – – –
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$1.6M -$1.23M -10,793 -43%
BCM
257
BTC Capital Management
Iowa
$1.54M – – –
EIA
258
Eldridge Investment Advisors
New Hampshire
$1.53M +$1.53M +13,363 New
WI
259
Wintrust Investments
Illinois
$1.53M -$54.3K -475 -3%
MMHP
260
Murphy Middleton Hinkle & Parker
Georgia
$1.51M +$1.51M +13,248 New
PAG
261
Pinnacle Advisory Group
Maryland
$1.51M +$1.51M +13,176 New
GH
262
GAM Holding
Switzerland
$1.45M +$1.45M +12,665 New
OC
263
Oppenheimer & Co
New York
$1.42M +$22.8K +200 +2%
NA
264
NewEdge Advisors
Louisiana
$1.4M +$35.1K +301 +3%
WT
265
Whittier Trust
California
$1.4M +$1.32M +11,527 +1,656%
GFPC
266
Global Financial Private Capital
Florida
$1.35M +$129K +1,127 +11%
A
267
AdvicePeriod
California
$1.35M +$1.35M +11,796 New
HT
268
Hefren-Tillotson
Pennsylvania
$1.34M -$61.3K -537 -4%
APCM
269
Alaska Permanent Capital Management
Alaska
$1.34M – – –
SWP
270
Stratos Wealth Partners
Ohio
$1.3M -$4.91K -43 -0.4%
HB
271
Homrich & Berg
Georgia
$1.3M – – –
AWP
272
Ascent Wealth Partners
New York
$1.29M +$566K +4,952 +78%
ECM
273
ETrade Capital Management
Virginia
$1.29M +$800 +7 +0.1%
HS
274
Huntington Steele
Pennsylvania
$1.28M +$2.51K +22 +0.2%
BA
275
Bristlecone Advisors
Washington
$1.28M -$72.3K -633 -5%
9 10
11
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