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iShares S&P 500 Value ETF
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Overview Fund Activity

523 hedge funds and large institutions have $9B invested in iShares S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.04%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.65%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$172M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$127M
3
BlackRock
BlackRock
New York
+$106M
4
SIM
Scottrade Investment Management
Missouri
+$101M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$60.4M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
-$63.2M
2
GC
Guggenheim Capital
Illinois
-$59.7M
3
CAL
Capital Analysts LLC
Pennsylvania
-$33.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$31.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
401
First Horizon Advisors
Tennessee
$301K +$104 +1 +0%
BCIM
402
Bishop & Co Investment Management
Pennsylvania
$298K – – –
BEC
403
Blue Edge Capital
Virginia
$296K +$72.6K +698 +33%
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$293K – – –
W
405
Wealthfront
California
$293K +$293K +2,818 New
AIM
406
Allen Investment Management
New York
$292K +$292K +2,810 New
WSFS
407
Wilmington Savings Fund Society
Delaware
$291K – – –
DY
408
Dowling & Yahnke
California
$291K – – –
DC
409
Davenport & Co
Virginia
$290K – – –
WSTAM
410
Wilbanks Smith & Thomas Asset Management
Virginia
$285K -$53K -510 -16%
LCM
411
Lucas Capital Management
New Jersey
$276K +$1.25K +12 +0.5%
VCP
412
Vista Capital Partners
Oregon
$276K +$276K +2,652 New
CPSAC
413
Chas P. Smith & Associates (CPS)
Florida
$275K – – –
PAS
414
Partnervest Advisory Services
California
$272K -$11.8K -113 -4%
PAM
415
Peak Asset Management
Colorado
$270K -$41.6K -400 -13%
CCM
416
Coldstream Capital Management
Washington
$269K – – –
SWM
417
SigFig Wealth Management
California
$268K +$268K +2,561 New
CTC
418
Central Trust Company
Missouri
$265K +$23.4K +225 +10%
FWP
419
FAS Wealth Partners
Kansas
$264K -$99.8K -958 -27%
WI
420
Welch Investments
Alabama
$264K -$9.77K -94 -4%
AF
421
Alerus Financial
North Dakota
$263K – – –
CCMD
422
Cypress Capital Management (Delaware)
Delaware
$262K – – –
MWM
423
Modera Wealth Management
New Jersey
$258K +$104 +1 +0%
RC
424
RegentAtlantic Capital
New Jersey
$256K – – –
GIA
425
Guyasuta Investment Advisors
Pennsylvania
$254K – – –
15 16
17
18 19