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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 %
DAS
301
Dynamic Advisor Solutions
Arizona
$785K +$20.3K +188 +3%
KA
302
Kovack Advisors
Florida
$780K -$56.3K -522 -7%
CIAS
303
Capital Investment Advisory Services
North Carolina
$778K -$9.17K -85 -1%
NL
304
NWAM LLC
Washington
$767K +$545K +5,049 +245%
MC
305
Mathes Company
New York
$766K – – –
CDIA
306
Capital Directions Investment Advisors
Georgia
$761K +$761K +7,054 New
NFG
307
Nations Financial Group
Iowa
$747K +$324 +3 +0%
TIA
308
Tiemann Investment Advisors
California
$699K -$539 -5 -0.1%
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$696K +$88.4K +813 +15%
VWM
310
Venturi Wealth Management
Texas
$693K -$901K -8,301 -57%
SG
311
StoneX Group
New York
$691K -$255K -2,367 -27%
EC
312
Estate Counselors
Wisconsin
$688K -$6.22M -57,710 -90%
TH
313
Timber Hill
Connecticut
$687K -$1.38M -12,810 -67%
FHA
314
Flagship Harbor Advisors
Massachusetts
$687K -$68.4K -632 -9%
PP
315
PagnatoKarp Partners
Virginia
$687K +$432 +4 +0.1%
AWP
316
Ascent Wealth Partners
New York
$686K +$686K +6,359 New
EWM
317
Empirical Wealth Management
Washington
$666K – – –
BFEC
318
Benjamin F. Edwards & Company
Missouri
$666K +$4.75K +44 +0.7%
IFA
319
Interactive Financial Advisors
Illinois
$665K -$51.2K -474 -7%
LYV
320
Live Your Vision
Pennsylvania
$665K – – –
SAM
321
Summit Asset Management
Tennessee
$665K – – –
RCA
322
Rex Capital Advisors
Rhode Island
$664K -$102K -940 -13%
NEPWA
323
New England Private Wealth Advisors
Massachusetts
$663K -$19K -176 -3%
GG
324
Gofen & Glossberg
Illinois
$661K – – –
LWAC
325
Laurel Wealth Advisors (California)
California
$655K – – –
11 12
13
14 15