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iShares S&P 500 Value ETF
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Overview Fund Activity

523 hedge funds and large institutions have $9B invested in iShares S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 33 closing their positions.

Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.04%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.65%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$848M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$425M
3
BlackRock
3
BlackRock
New York
$142M
4
SIM
4
Scottrade Investment Management
Missouri
$306M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$61.1M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$9.59M
2
GC
2
Guggenheim Capital
Illinois
$128K
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.88M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.69M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
26
Axa
France
$49.1M 472,241 +68,800 +17%
RJA
27
Raymond James & Associates
Florida
$48.1M 462,079 -7,444 -2%
HFBOT
28
Home Federal Bank of Tennessee
Tennessee
$48.1M 462,028 +866 +0.2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$46.4M 446,439 -74,649 -14%
UCFA
30
United Capital Financial Advisors
Texas
$45M 432,623 +1,497 +0.3%
QA
31
Quantitative Advantage
Minnesota
$44.7M 430,106 -18,807 -4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$42.7M 410,229 +14,053 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$42.1M 404,269 -7,207 -2%
UB
34
UMB Bank
Missouri
$41.6M 399,399 +124,466 +45%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$39.8M 382,767 +35,275 +10%
EA
36
Efficient Advisors
Ohio
$39.8M 382,321 -14,680 -4%
HNB
37
Huntington National Bank
Ohio
$36.8M 327,389 -7,900 -2%
PFM
38
Phillips Financial Management
Indiana
$35.7M 349,022 +4,133 +1%
US Bancorp
39
US Bancorp
Minnesota
$33.4M 320,916 -62,422 -16%
MA
40
MUFG Americas
New York
$32.6M 313,380 -9,770 -3%
IH
41
IFC Holdings
Florida
$31.1M 298,544 +83,932 +39%
CC
42
Courier Capital
New York
$30.8M 296,452 +4,009 +1%
SI
43
SII Investments
Wisconsin
$29.2M 280,815 +75,839 +37%
TPWA
44
TRUE Private Wealth Advisors
Oregon
$28.6M 276,239 +5,216 +2%
BOH
45
Bank of Hawaii
Hawaii
$27.1M 260,606 -135,633 -34%
AIP
46
Ameritas Investment Partners
Nebraska
$26.9M 258,641 -13,795 -5%
LMIM
47
Lockheed Martin Investment Management
Maryland
$26M 250,321 +135,488 +118%
PWAG
48
Polaris Wealth Advisory Group
California
$23.9M 229,775 -7,489 -3%
FA
49
FDx Advisors
Illinois
$23.1M 222,392 -43,857 -16%
1IA
50
1834 Investment Advisors
Wisconsin
$21.2M 203,716 +784 +0.4%
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