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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 %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$693K -$12.8K -112 -2%
Brown Advisory
352
Brown Advisory
Maryland
$688K +$1.14K +10 +0.2%
SG
353
StoneX Group
New York
$683K -$48.2K -422 -7%
PA
354
Pinnacle Associates
New York
$680K – – –
CIM
355
Confluence Investment Management
Missouri
$677K +$19K +166 +3%
NAM
356
NTV Asset Management
West Virginia
$676K – – –
IFA
357
Interactive Financial Advisors
Illinois
$674K -$29.4K -257 -4%
EAMA
358
EFG Asset Management (Americas)
Florida
$665K – – –
QCG
359
Quadrant Capital Group
Ohio
$656K – – –
MSAM
360
Moloney Securities Asset Management
Missouri
$651K +$9.82K +86 +2%
AA
361
Advisory Alpha
Michigan
$641K +$43.9K +369 +7%
BWA
362
BDO Wealth Advisors
Florida
$639K +$364K +3,192 +133%
OIA
363
OneDigital Investment Advisors
Kansas
$638K +$638K +5,583 New
JA
364
JOYN Advisors
Georgia
$631K – – –
ABC
365
Associated Banc-Corp
Wisconsin
$628K – – –
AWM
366
Avondale Wealth Management
Texas
$627K +$627K +5,491 New
DADC
367
D.A. Davidson & Co
Montana
$622K -$2.29K -20 -0.4%
BFO
368
Boston Family Office
Massachusetts
$621K – – –
OWD
369
Osborn Williams & Donohoe
Ohio
$619K – – –
TFCP
370
Twin Focus Capital Partners
Massachusetts
$614K -$12K -105 -2%
WIC
371
Whitegate Investment Counselors
New Hampshire
$611K -$18.9K -165 -3%
WTB
372
Washington Trust Bank
Washington
$608K -$302K -2,647 -33%
NEPWA
373
New England Private Wealth Advisors
Massachusetts
$607K -$93.1K -815 -13%
BDF
374
Balasa Dinverno & Foltz
$606K -$21K -184 -3%
RIA
375
Regal Investment Advisors
Michigan
$606K +$43.7K +383 +8%
13 14
15
16 17