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iShares S&P 500 Value ETF
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Overview Fund Activity

439 hedge funds and large institutions have $6.59B invested in iShares S&P 500 Value ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 135 reducing their positions, and 26 closing their positions.

Holders
439
Holders Change
+23
Holders Change %
+5.53%
% of All Funds
11.73%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
1.44%
New
53
Increased
170
Reduced
135
Closed
26
Calls
$6.9M
Puts
$13.4M
Net Calls
-$6.51M
Net Calls Change
+$2.04M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$429M
2
Morgan Stanley
2
Morgan Stanley
New York
$882M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$67M
4
Franklin Resources
4
Franklin Resources
California
$176M
5
HI
5
Horizon Investments
North Carolina
$182M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29M
2
LPL Financial
2
LPL Financial
California
$80.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$206M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SPWA
451
SteelBridge Private Wealth Advisors
Florida
– – -3,264 Closed
HPWM
452
Highland Private Wealth Management
Washington
– – -3,140 Closed
SMH
453
Sanders Morris Harris
Texas
– – -3,079 Closed
SIMM
454
Stillwater Investment Management (Minnesota)
Minnesota
– – -2,890 Closed
CMP
455
Courage Miller Partners
Virginia
– – -2,567 Closed
ACM
456
Argent Capital Management
Missouri
– – -2,505 Closed
DMC
457
Drexel Morgan & Co
Pennsylvania
– – -2,475 Closed
BMM
458
Berkshire Money Management
Massachusetts
– – -2,386 Closed
UFA
459
US Financial Advisors
Massachusetts
– – -559 Closed
WTB
460
Washington Trust Bank
Washington
– – -221 Closed
DLHL
461
Donald L. Hagan LLC
Florida
– – -186 Closed
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
– – -171 Closed
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
– – -148 Closed
HI
464
Hudock Inc
Pennsylvania
– – -100 Closed
SIM
465
Sonora Investment Management
Arizona
– – -60 Closed
Parallax Volatility Advisers
466
Parallax Volatility Advisers
California
$0 1 – –
Wolverine Trading
467
Wolverine Trading
Illinois
– – – –
JCM
468
Jacobi Capital Management
Pennsylvania
– – – –
ZB
469
Zions Bancorporation
Utah
$0 3 +3 New
15 16 17 18
19