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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 %
AFP
351
Ausdal Financial Partners
Iowa
$558K +$140K +1,293 +33%
AA
352
Advisory Alpha
Michigan
$548K +$192K +1,758 +54%
CCP
353
Corient Capital Partners
California
$541K – – –
CLOS
354
Compagnie Lombard Odier SCmA
Switzerland
$540K – – –
RIA
355
Regal Investment Advisors
Michigan
$531K -$180K -1,666 -25%
JIR
356
James Investment Research
Ohio
$531K – – –
RMCM
357
Reynders McVeigh Capital Management
Massachusetts
$528K -$75.5K -700 -13%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$528K +$93.5K +837 +22%
MWM
359
Mission Wealth Management
California
$523K -$33.8K -313 -6%
PWAP
360
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$517K +$98.4K +911 +23%
CFA
361
Camarda Financial Advisors
Florida
$515K -$17.3K -160 -3%
SBH
362
Segall Bryant & Hamill
Illinois
$515K – – –
NDSI
363
Newman Dignan & Sheerar Inc
Rhode Island
$514K -$10.1K -94 -2%
SBWM
364
Sunflower Bank Wealth Management
Arizona
$493K – – –
OFG
365
Oxford Financial Group
Indiana
$485K – – –
AWM
366
Affinity Wealth Management
Delaware
$483K -$5.83K -54 -1%
BFPW
367
BOK Financial Private Wealth
Colorado
$479K – – –
AC
368
Alexandria Capital
Virginia
$475K -$108 -1 -0%
RPG
369
Risk Paradigm Group
Texas
$470K -$70.4K -652 -13%
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$469K -$91.8K -851 -16%
PBO
371
Peoples Bank (Ohio)
Ohio
$469K -$6.36K -59 -1%
LW
372
Linscomb Wealth
Texas
$463K – – –
VFA
373
Valeo Financial Advisors
Indiana
$459K +$459K +4,255 New
MBT
374
Montecito Bank & Trust
California
$453K -$6.47K -60 -1%
FNBTCON
375
First National Bank & Trust Co of Newtown
Pennsylvania
$452K – – –
13 14
15
16 17