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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 %
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$1.06M +$35.8K +314 +4%
RJT
302
Raymond James Trust
Florida
$1.04M -$9.83K -86 -0.9%
LFG
303
LifePlan Financial Group
Ohio
$1.03M – – –
KA
304
Kovack Advisors
Florida
$1.03M +$206K +1,803 +25%
PFA
305
Pinnacle Family Advisors
Missouri
$1.03M +$2.4K +21 +0.2%
BAC
306
Boys Arnold & Co
North Carolina
$1.02M +$3.43K +30 +0.3%
AAP
307
Arax Advisory Partners
Colorado
$1.02M -$21.6K -189 -2%
ELC
308
Edgar Lomax Company
Virginia
$1.02M – – –
ACM
309
Azimuth Capital Management
Michigan
$1M -$13.7K -120 -1%
NL
310
NWAM LLC
Washington
$976K +$164K +1,433 +20%
DPI
311
Diversified Portfolios Inc
Michigan
$971K – – –
BWA
312
BlueSky Wealth Advisors
North Carolina
$957K +$1.49K +13 +0.2%
BWP
313
Baldwin Wealth Partners
Massachusetts
$943K -$157K -1,370 -14%
BJL
314
Brighton Jones LLC
Washington
$936K +$2.06K +18 +0.2%
BSW
315
Buckingham Strategic Wealth
Missouri
$931K +$94.5K +827 +11%
SC
316
Stratford Consulting
Texas
$910K +$343 +3 +0%
CWM
317
Confluence Wealth Management
Oregon
$909K – – –
CAM
318
Concorde Asset Management
Michigan
$898K -$278K -2,436 -24%
Allianz Asset Management
319
Allianz Asset Management
Germany
$894K – – –
KPCM
320
Kings Point Capital Management
New York
$863K – – –
CFG
321
Citizens Financial Group
Rhode Island
$862K +$18K +158 +2%
Barclays
322
Barclays
United Kingdom
$860K -$562K -4,917 -40%
DAS
323
Dynamic Advisor Solutions
Arizona
$853K +$22.3K +195 +3%
AIS
324
American Investment Services
Massachusetts
$852K -$94.9K -831 -10%
FHA
325
Flagship Harbor Advisors
Massachusetts
$851K +$112K +966 +15%
11 12
13
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