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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 %
ZCA
376
Zeke Capital Advisors
Pennsylvania
$450K – – –
CPO
377
Cerity Partners OCIO
New York
$447K -$5.38K -50 -1%
SWA
378
SFMG Wealth Advisors
Texas
$444K – – –
UAS
379
United Asset Strategies
New York
$442K +$442K +4,095 New
BSB
380
Bangor Savings Bank
Maine
$440K -$8.63K -80 -2%
TWM
381
Torch Wealth Management
Ohio
$432K +$432K +4,005 New
FC
382
Ferris Capital
Massachusetts
$431K – – –
FPFS
383
First Personal Financial Services
North Carolina
$429K -$459K -4,253 -52%
PA
384
Parkside Advisors
California
$423K – – –
RC
385
RegentAtlantic Capital
New Jersey
$410K +$144K +1,338 +54%
WA
386
Waverly Advisors
Alabama
$409K – – –
RVPG
387
Relative Value Partners Group
$409K +$19.1K +177 +5%
MPM
388
Meritage Portfolio Management
Kansas
$405K – – –
RSA
389
Robertson Stephens Advisors
California
$398K -$163K -1,508 -29%
CNBT
390
Canandaigua National Bank & Trust
New York
$394K -$1.51K -14 -0.4%
EAM
391
Evanson Asset Management
California
$386K +$386K +3,574 New
WEC
392
Winslow Evans & Crocker
Massachusetts
$385K -$56.5K -524 -13%
BA
393
Birinyi Associates
Connecticut
$383K -$64.7K -600 -14%
CCM
394
Condor Capital Management
New Jersey
$380K +$1.3K +12 +0.3%
CAL
395
Capital Advisors Ltd
Ohio
$375K +$11.3K +105 +3%
MCM
396
Manchester Capital Management
Vermont
$371K – – –
HI
397
Horizon Investments
North Carolina
$371K – – –
SCM
398
SOL Capital Management
Maryland
$369K +$51.3K +475 +16%
TTWM
399
TCV Trust & Wealth Management
Virginia
$362K – – –
LSA
400
L & S Advisors
California
$359K +$359K +3,330 New
14 15
16
17 18