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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$47.6M 469,523 +118,536 +34%
HFBOT
27
Home Federal Bank of Tennessee
Tennessee
$46.8M 461,162 -391 -0.1%
QA
28
Quantitative Advantage
Minnesota
$45.5M 448,913 +448,913 New
UCFA
29
United Capital Financial Advisors
Texas
$43.7M 431,126 -307,210 -42%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$41.7M 411,476 +17,608 +4%
Axa
31
Axa
France
$40.9M 403,441 +116,400 +41%
EA
32
Efficient Advisors
Ohio
$40.2M 397,001 -17,281 -4%
BOH
33
Bank of Hawaii
Hawaii
$40.2M 396,239 +31,984 +9%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$39.4M 396,176 +32,873 +9%
US Bancorp
35
US Bancorp
Minnesota
$38.9M 383,338 -177,246 -32%
Ameriprise
36
Ameriprise
Minnesota
$37.7M 371,869 +79,655 +27%
HNB
37
Huntington National Bank
Ohio
$36.5M 335,289 +9,957 +3%
PFM
38
Phillips Financial Management
Indiana
$35.3M 344,889 +1,573 +0.5%
BlackRock
39
BlackRock
New York
$35.3M 347,827 -17,481 -5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$35.2M 347,492 -30,922 -8%
CAL
41
Capital Analysts LLC
Pennsylvania
$35M 345,697 +23,485 +7%
MA
42
MUFG Americas
New York
$32.8M 323,150 -2,231 -0.7%
AllianceBernstein
43
AllianceBernstein
Tennessee
$32M 315,840 +315,840 New
CC
44
Courier Capital
New York
$29.6M 292,443 -119 -0%
UB
45
UMB Bank
Missouri
$27.9M 274,933 +13,397 +5%
AIP
46
Ameritas Investment Partners
Nebraska
$27.6M 272,436 -12,629 -4%
TPWA
47
TRUE Private Wealth Advisors
Oregon
$27.6M 271,023 +138,216 +104%
FA
48
FDx Advisors
Illinois
$27M 266,249 +246,914 +1,277%
TAT
49
TD Ameritrade Trust
Colorado
$25.7M 253,771 -4,497 -2%
Mariner
50
Mariner
Kansas
$25.1M 247,907 -27,144 -10%
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