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iShares S&P 500 Value ETF
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Overview Fund Activity

526 hedge funds and large institutions have $9.1B invested in iShares S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 191 reducing their positions, and 34 closing their positions.

Holders
526
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
13.13%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
1.37%
New
44
Increased
176
Reduced
191
Closed
34
Calls
$2.4M
Puts
$924K
Net Calls
+$1.48M
Net Calls Change
+$1.93M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$557M
2
Goldman Sachs
2
Goldman Sachs
New York
$88M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$47.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$899M
5
Bank of America
5
Bank of America
North Carolina
$631M

Top Sellers

1
BlackRock
1
BlackRock
New York
$62.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
SAS
3
Sage Advisory Services
Texas
$0
4
QA
4
Quantitative Advantage
Minnesota
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$47.8M 455,317 +455,317 New
RJA
27
Raymond James & Associates
Florida
$45.9M 437,590 -24,489 -5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$44.3M 421,862 +39,095 +10%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$42.9M 408,619 -37,820 -8%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$42.8M 408,133 +3,864 +1%
Axa
31
Axa
France
$41.7M 397,641 -74,600 -16%
UCFA
32
United Capital Financial Advisors
Texas
$40.1M 382,015 -50,608 -12%
EA
33
Efficient Advisors
Ohio
$39.4M 375,260 -7,061 -2%
PFM
34
Phillips Financial Management
Indiana
$37.9M 356,655 +7,633 +2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$37.1M 353,369 -56,860 -14%
HNB
36
Huntington National Bank
Ohio
– – -327,389 Closed
IH
37
IFC Holdings
Florida
$35.4M 337,072 +38,528 +13%
US Bancorp
38
US Bancorp
Minnesota
$34.7M 330,315 +9,399 +3%
MA
39
MUFG Americas
New York
$33.5M 319,206 +5,826 +2%
UB
40
UMB Bank
Missouri
$32.4M 308,555 -90,844 -23%
SI
41
SII Investments
Wisconsin
$32.3M 307,645 +26,830 +10%
PAS
42
Park Avenue Securities
New York
$31.5M 299,383 +299,383 New
CC
43
Courier Capital
New York
$31.2M 297,412 +960 +0.3%
AIP
44
Ameritas Investment Partners
Nebraska
$28.2M 268,551 +9,910 +4%
AG
45
Advisor Group
Arizona
$24.9M 237,140 +50,732 +27%
TAT
46
TD Ameritrade Trust
Colorado
$24.7M 266,360 +94,957 +55%
PWAG
47
Polaris Wealth Advisory Group
California
$24.4M 232,862 +3,087 +1%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$23.3M 222,150 +51,220 +30%
BOH
49
Bank of Hawaii
Hawaii
$23.3M 221,599 -39,007 -15%
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$22.9M 218,110 +1,543 +0.7%
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