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iShares S&P 500 Value ETF
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Overview Fund Activity

442 hedge funds and large institutions have $6.73B invested in iShares S&P 500 Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 143 reducing their positions, and 24 closing their positions.

Holders
442
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
11.81%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
1.31%
New
33
Increased
176
Reduced
143
Closed
24
Calls
$6.3M
Puts
$5.36M
Net Calls
+$941K
Net Calls Change
+$7.45M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$134M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$511M
3
BOH
3
Bank of Hawaii
Hawaii
$34.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$935M
5
HNB
5
Huntington National Bank
Ohio
$32.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$22.4M
2
Franklin Resources
2
Franklin Resources
California
$82.3M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$39.1M
4
PA
4
Probity Advisors
Texas
$15.3M
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$39.3M 414,282 -9,868 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$39.1M 411,761 -309,121 -43%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.4M 393,868 +18,741 +5%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$37.4M 393,524 +8,929 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$35.9M 378,414 -4,363 -1%
BlackRock
31
BlackRock
New York
$34.7M 365,308 +8,257 +2%
BOH
32
Bank of Hawaii
Hawaii
$34.6M 364,255 +353,453 +3,272%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$34.5M 363,303 -9,517 -3%
RJA
34
Raymond James & Associates
Florida
$33.3M 350,987 -2,455 -0.7%
HNB
35
Huntington National Bank
Ohio
$32.9M 325,332 +325,332 New
PFM
36
Phillips Financial Management
Indiana
$32.1M 343,316 -2,193 -0.6%
MA
37
MUFG Americas
New York
$30.9M 325,381 -49,054 -13%
CAL
38
Capital Analysts LLC
Pennsylvania
$30.6M 322,212 +27,777 +9%
CC
39
Courier Capital
New York
$27.8M 292,562 +4,939 +2%
Ameriprise
40
Ameriprise
Minnesota
$27.7M 292,214 +2,164 +0.7%
Axa
41
Axa
France
$27.3M 287,041 -42,300 -13%
AIP
42
Ameritas Investment Partners
Nebraska
$27.1M 285,065 +6,084 +2%
Mariner
43
Mariner
Kansas
$26.1M 275,051 +6,829 +3%
UB
44
UMB Bank
Missouri
$24.8M 261,536 +93,163 +55%
TAT
45
TD Ameritrade Trust
Colorado
$24.5M 258,268 -5,087 -2%
PWAG
46
Polaris Wealth Advisory Group
California
$23.2M 244,325 -5,788 -2%
HI
47
Horizon Investments
North Carolina
$22.4M 235,648 -1,718,503 -88%
FA
48
FCG Advisors
New Jersey
$21.6M 227,197 -55,510 -20%
BF
49
BOK Financial
Oklahoma
$19.4M 204,749 +54,114 +36%
Goldman Sachs
50
Goldman Sachs
New York
$19.1M 201,508 -110,889 -35%
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