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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 %
WSFS
426
Wilmington Savings Fund Society
Delaware
$302K – – –
SWM
427
Stockman Wealth Management
Montana
$302K +$302K +2,800 New
SSB
428
Sandy Spring Bank
Maryland
$300K -$5.39K -50 -2%
ZF
429
Zhang Financial
Michigan
$293K – – –
CCM
430
Coldstream Capital Management
Washington
$287K – – –
CPSAC
431
Chas P. Smith & Associates (CPS)
Florida
$286K – – –
DY
432
Dowling & Yahnke
California
$283K -$8.1K -75 -3%
PAS
433
Partnervest Advisory Services
California
$282K – – –
FWP
434
FAS Wealth Partners
Kansas
$275K +$1.51K +14 +0.6%
AF
435
Alerus Financial
North Dakota
$272K – – –
CCMD
436
Cypress Capital Management (Delaware)
Delaware
$272K – – –
SB
437
Simmons Bank
Arkansas
$269K +$269K +2,492 New
MWM
438
Modera Wealth Management
New Jersey
$268K – – –
GIA
439
Guyasuta Investment Advisors
Pennsylvania
$263K – – –
MWP
440
MYCIO Wealth Partners
Pennsylvania
$263K +$1.51K +14 +0.6%
BWA
441
BDO Wealth Advisors
Florida
$259K -$36.2K -336 -12%
Truist Financial
442
Truist Financial
North Carolina
$258K +$7.44K +69 +3%
WI
443
Welch Investments
Alabama
$253K -$21K -195 -8%
PAM
444
Peak Asset Management
Colorado
$246K – – –
LWA
445
Lenox Wealth Advisors
New York
$244K – – –
LWM
446
Lenox Wealth Management
Ohio
$243K – – –
BMO
447
Beck Mack & Oliver
New York
$242K -$53.1K -491 -18%
DSA
448
Davis Selected Advisers
Arizona
$241K +$241K +2,237 New
CCM
449
Colorado Capital Management
Colorado
$240K +$3.55K +33 +2%
OC
450
Oarsman Capital
Wisconsin
$239K – – –
16 17
18
19 20