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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 %
EA
26
Efficient Advisors
Ohio
$39.4M 424,150 -7,544 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$35.7M 384,595 +85,132 +28%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$35.6M 382,777 -18,791 -5%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.8M 375,127 +15,972 +4%
MA
30
MUFG Americas
New York
$34.8M 374,435 -2,032 -0.5%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$34.6M 372,820 +52,007 +16%
BlackRock
32
BlackRock
New York
$33.2M 357,051 -64,620 -15%
PFM
33
Phillips Financial Management
Indiana
$33M 345,509 +2,006 +0.6%
RJA
34
Raymond James & Associates
Florida
$32.8M 353,442 +973 +0.3%
FBNAT
35
FirstMerit Bank N.A. Trustee
Ohio
$31.6M 339,771 +1,219 +0.4%
Axa
36
Axa
France
$30.6M 329,341 +144,000 +78%
MMA
37
Miracle Mile Advisors
California
$29.6M 309,394 +159,738 +107%
Goldman Sachs
38
Goldman Sachs
New York
$29M 312,397 -1,830,250 -85%
CAL
39
Capital Analysts LLC
Pennsylvania
$27.4M 294,435 +22,108 +8%
Ameriprise
40
Ameriprise
Minnesota
$26.9M 290,050 +53,237 +22%
CC
41
Courier Capital
New York
$26.7M 287,623 +14,012 +5%
FA
42
FCG Advisors
New Jersey
$26.3M 282,707 +57,418 +25%
AIP
43
Ameritas Investment Partners
Nebraska
$25.9M 278,981 +5,755 +2%
Mariner
44
Mariner
Kansas
$24.9M 268,222 +31,857 +13%
PAS
45
Park Avenue Securities
New York
$24.7M 265,361 +57,521 +28%
TAT
46
TD Ameritrade Trust
Colorado
$24.5M 263,355 -1,439 -0.5%
BAAM
47
Baker Avenue Asset Management
California
$24.2M 260,554 -56,565 -18%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$23.5M 252,622 +126,884 +101%
PWAG
49
Polaris Wealth Advisory Group
California
$23.2M 250,113 -3,124 -1%
1IA
50
1834 Investment Advisors
Wisconsin
$18.3M 197,415 -4,937 -2%
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