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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 %
MSA
276
Marino Stram & Associates
Massachusetts
$1.26M +$1.26M +11,055 New
AW
277
ACG Wealth
Georgia
$1.26M -$32.9K -288 -3%
RBC
278
Roble Belko & Company
Pennsylvania
$1.25M – – –
MAS
279
Managed Account Services
Florida
$1.22M -$4.46K -39 -0.4%
SC
280
Savant Capital
Illinois
$1.21M -$19.2K -168 -2%
APSP
281
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.21M -$194K -1,695 -14%
CL
282
Choreo LLC
Illinois
$1.2M +$4.11K +36 +0.3%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$1.2M -$23.3K -204 -2%
FPFS
284
First Personal Financial Services
North Carolina
$1.18M +$726K +6,357 +160%
FIM
285
Freedom Investment Management
Connecticut
$1.18M -$125K -1,096 -10%
DCM
286
Dimension Capital Management
Florida
$1.17M -$231K -2,018 -16%
GT
287
Glenview Trust
Kentucky
$1.17M +$110K +960 +10%
IWC
288
Integrated Wealth Concepts
Massachusetts
$1.17M +$1.17M +9,995 New
BP
289
Ballentine Partners
Massachusetts
$1.16M – – –
WHG
290
Westwood Holdings Group
Texas
$1.16M – – –
TNB
291
Thomasville National Bank
Georgia
$1.15M -$130K -1,138 -10%
KBFS
292
Kohmann Bosshard Financial Services
Ohio
$1.13M – – –
FMBTD
293
First Midwest Bank Trust Division
Illinois
$1.12M +$21.7K +190 +2%
MG
294
Mather Group
Illinois
$1.12M -$799 -7 -0.1%
UAS
295
United Asset Strategies
New York
$1.11M +$645K +5,646 +138%
LFG
296
Larson Financial Group
Missouri
$1.11M +$1.11M +9,701 New
HA
297
Harborview Advisors
Maine
$1.11M +$1.11M +9,694 New
NFG
298
Next Financial Group
Texas
$1.1M -$23.4K -205 -2%
MLICM
299
Metropolitan Life Insurance Company (MetLife)
New York
$1.1M +$91.4K +800 +9%
TFF
300
The Family Firm
Maryland
$1.06M +$8.91K +78 +0.8%
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