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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 %
GFP
401
Gryphon Financial Partners
Ohio
$487K +$487K +4,260 New
VFA
402
Valeo Financial Advisors
Indiana
$486K -$343 -3 -0.1%
MBT
403
Montecito Bank & Trust
California
$480K – – –
IWM
404
IHT Wealth Management
Illinois
$478K +$231K +1,986 +94%
RPG
405
Risk Paradigm Group
Texas
$477K -$20.4K -179 -4%
ZCA
406
Zeke Capital Advisors
Pennsylvania
$476K – – –
CPO
407
Cerity Partners OCIO
New York
$474K – – –
Cerity Partners
408
Cerity Partners
New York
$471K +$114K +1,000 +32%
AFP
409
Ausdal Financial Partners
Iowa
$470K -$121K -1,058 -20%
SWA
410
SFMG Wealth Advisors
Texas
$470K – – –
BFPW
411
BOK Financial Private Wealth
Colorado
$468K -$38.8K -340 -8%
TWM
412
Torch Wealth Management
Ohio
$468K +$10.3K +90 +2%
BSB
413
Bangor Savings Bank
Maine
$461K -$5.14K -45 -1%
CNBT
414
Canandaigua National Bank & Trust
New York
$461K +$44.1K +386 +11%
TH
415
Timber Hill
Connecticut
$458K -$270K -2,358 -37%
FC
416
Ferris Capital
Massachusetts
$456K – – –
ZF
417
Zhang Financial
Michigan
$453K +$142K +1,236 +46%
PAMG
418
Patton Albertson Miller Group
Tennessee
$449K -$200K -1,753 -31%
PA
419
Parkside Advisors
California
$448K – – –
AWM
420
Altium Wealth Management
New York
$446K +$446K +3,899 New
RC
421
RegentAtlantic Capital
New Jersey
$434K – – –
TW
422
Towerpoint Wealth
California
$434K +$434K +3,795 New
WA
423
Waverly Advisors
Alabama
$433K – – –
RVPG
424
Relative Value Partners Group
$433K +$571 +5 +0.1%
KFGK
425
Keystone Financial Group (Kentucky)
Kentucky
$411K +$411K +2,837 New
15 16
17
18 19