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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 %
EWM
326
Evercore Wealth Management
New York
$848K – – –
IWP
327
Icon Wealth Partners
Texas
$845K +$845K +7,396 New
CIAS
328
Capital Investment Advisory Services
North Carolina
$834K +$10.2K +89 +1%
FNBTCON
329
First National Bank & Trust Co of Newtown
Pennsylvania
$833K +$354K +3,100 +74%
WLIM
330
White Lighthouse Investment Management
Massachusetts
$825K +$825K +7,220 New
MC
331
Mathes Company
New York
$811K – – –
CDIA
332
Capital Directions Investment Advisors
Georgia
$806K +$571 +5 +0.1%
CA
333
Crewe Advisors
Utah
$804K +$804K +7,036 New
HJMC
334
Hellman Jordan Management Company
Massachusetts
$788K -$1.44M -12,606 -65%
GPW
335
GFS Private Wealth
Florida
$777K +$777K +6,800 New
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$775K +$25K +213 +3%
NFG
337
Nations Financial Group
Iowa
$771K -$19.2K -168 -2%
TIA
338
Tiemann Investment Advisors
California
$736K -$4.57K -40 -0.6%
LYV
339
Live Your Vision
Pennsylvania
$732K – – –
SC
340
Scotia Capital
Ontario, Canada
$731K +$80K +700 +12%
GT
341
Glenmede Trust
Pennsylvania
$730K +$38.5K +337 +6%
PP
342
PagnatoKarp Partners
Virginia
$727K +$343 +3 +0%
CWM
343
Cornerstone Wealth Management
Missouri
$724K -$1.01M -8,651 -58%
EWM
344
Empirical Wealth Management
Washington
$705K – – –
SAM
345
Summit Asset Management
Tennessee
$704K – – –
AFNAS
346
American Financial Network Advisory Services
California
$703K -$376K -3,290 -35%
GG
347
Gofen & Glossberg
Illinois
$702K +$2.85K +25 +0.4%
HSA
348
HBK Sorce Advisory
Pennsylvania
$699K +$71.7K +628 +11%
VWM
349
Venturi Wealth Management
Texas
$695K -$34.7K -304 -5%
LWAC
350
Laurel Wealth Advisors (California)
California
$695K +$2.17K +19 +0.3%
12 13
14
15 16