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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 %
William Blair & Company
276
William Blair & Company
Illinois
$985K +$336K +3,115 +52%
PFA
277
Pinnacle Family Advisors
Missouri
$971K -$108K -1,004 -10%
AL
278
Aspiriant LLC
California
$970K -$198K -1,835 -17%
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$967K -$99.2K -920 -9%
ELC
280
Edgar Lomax Company
Virginia
$964K – – –
BAC
281
Boys Arnold & Co
North Carolina
$963K -$7.01K -65 -0.7%
ACM
282
Azimuth Capital Management
Michigan
$958K -$163K -1,510 -15%
MLICM
283
Metropolitan Life Insurance Company (MetLife)
New York
$950K -$766K -7,100 -45%
PFP
284
Pinnacle Financial Partners
Tennessee
$938K +$49.9K +462 +6%
LNC
285
Lincoln National Corp
Pennsylvania
$936K +$49.6K +460 +6%
DPI
286
Diversified Portfolios Inc
Michigan
$918K – – –
CA
287
Commerzbank Aktiengesellschaft
Germany
$915K +$331K +3,062 +57%
BWA
288
BlueSky Wealth Advisors
North Carolina
$903K -$17.7K -164 -2%
AIS
289
American Investment Services
Massachusetts
$894K -$135K -1,252 -13%
BJL
290
Brighton Jones LLC
Washington
$882K +$417K +3,865 +90%
SPIA
291
Steward Partners Investment Advisory
New York
$860K -$123K -1,141 -13%
WTB
292
Washington Trust Bank
Washington
$860K +$286K +2,647 +50%
SC
293
Stratford Consulting
Texas
$859K -$2.27K -21 -0.3%
CWM
294
Confluence Wealth Management
Oregon
$859K – – –
PMAM
295
Picton Mahoney Asset Management
Ontario, Canada
$853K +$21.6K +200 +3%
Allianz Asset Management
296
Allianz Asset Management
Germany
$844K +$166K +1,538 +24%
KPCM
297
Kings Point Capital Management
New York
$815K – – –
EWM
298
Evercore Wealth Management
New York
$801K – – –
CFG
299
Citizens Financial Group
Rhode Island
$798K – – –
BSW
300
Buckingham Strategic Wealth
Missouri
$790K +$170K +1,573 +27%
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12
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