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iShares S&P 500 Value ETF
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Overview Fund Activity

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$291M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Wells Fargo
4
Wells Fargo
California
$732M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.07B

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$446M
2
UCFA
2
United Capital Financial Advisors
Texas
$43.7M
3
HI
3
Horizon Investments
North Carolina
$363K
4
US Bancorp
4
US Bancorp
Minnesota
$38.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
426
Lenox Wealth Management
Ohio
$229K -$207K -2,040 -47%
HWA
427
Heritage Way Advisors
Illinois
$226K +$226K +2,226 New
AC
428
Addison Capital
Pennsylvania
$224K – – –
ACM
429
Armbruster Capital Management
New York
$221K – – –
TL
430
Tirschwell & Loewy
New York
$221K +$221K +2,175 New
PL
431
Parthenon LLC
Kentucky
$220K +$220K +2,167 New
GLA
432
Good Life Advisors
Pennsylvania
$219K +$219K +2,117 New
BEC
433
Blue Edge Capital
Virginia
$217K +$217K +2,144 New
PPA
434
Parametric Portfolio Associates
Washington
$217K -$8.19K -81 -4%
CCM
435
Colorado Capital Management
Colorado
$216K -$102K -1,011 -32%
WCM
436
Wealthcare Capital Management
Virginia
$216K -$57.8K -571 -21%
CIA
437
Choate Investment Advisors
Massachusetts
$214K – – –
VDI
438
Vaughan David Investments
Illinois
$210K -$10.3K -101 -5%
WTC
439
WhitTier Trust Company
Nevada
$208K – – –
SIMM
440
Stillwater Investment Management (Minnesota)
Minnesota
$206K +$206K +2,030 New
KA
441
Kovack Advisors
Florida
$204K +$204K +2,014 New
KIA
442
KCM Investment Advisors
California
$203K +$203K +2,000 New
CMP
443
Courage Miller Partners
Virginia
$203K +$203K +2,006 New
HPWM
444
Highland Private Wealth Management
Washington
$202K +$202K +1,990 New
SFG
445
SNS Financial Group
Minnesota
$200K +$200K +1,968 New
DBT
446
Dubuque Bank & Trust
Iowa
$194K -$3.23M -31,897 -94%
CTB
447
Country Trust Bank
Illinois
$190K +$190K +1,877 New
AF
448
Arrow Financial
New York
$188K -$30.5K -300 -14%
CFD
449
Creative Financial Designs
Indiana
$188K +$188K +1,853 New
LWM
450
LBA Wealth Management
Florida
$186K -$48.4K -478 -21%
16 17
18
19 20