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iShares S&P 500 Value ETF
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Overview Fund Activity

546 hedge funds and large institutions have $9.52B invested in iShares S&P 500 Value ETF in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 18 closing their positions.

Holders
546
Holders Change
+20
Holders Change %
+3.8%
% of All Funds
13.63%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
43
Increased
178
Reduced
209
Closed
18
Calls
$3.56M
Puts
$1.04M
Net Calls
+$2.53M
Net Calls Change
+$1.05M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$706M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$955M
3
SIM
3
Scottrade Investment Management
Missouri
$372M
4
LI
4
LVZ Inc
Michigan
$26.5M
5
HCM
5
Highfields Capital Management
Massachusetts
$20.4M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
BlackRock
2
BlackRock
New York
$41.8M
3
TAT
3
TD Ameritrade Trust
Colorado
$10.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$162M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$37.2M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$46.8M 433,604 +103,289 +31%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.7M 423,264 +15,131 +4%
Axa
28
Axa
France
$43.8M 406,241 +8,600 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$42.7M 396,017 -12,602 -3%
BlackRock
30
BlackRock
New York
$41.8M 386,999 -210,427 -35%
UCFA
31
United Capital Financial Advisors
Texas
$41.3M 383,057 +1,042 +0.3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$41M 379,992 -41,870 -10%
EA
33
Efficient Advisors
Ohio
$40.1M 371,259 -4,001 -1%
HNB
34
Huntington National Bank
Ohio
– – – –
IH
35
IFC Holdings
Florida
$39M 361,264 +24,192 +7%
PFM
36
Phillips Financial Management
Indiana
$38.7M 358,609 +1,954 +0.5%
MML Investors Services
37
MML Investors Services
Massachusetts
$37.2M 344,380 -110,937 -24%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$35.7M 330,523 -22,846 -6%
SI
39
SII Investments
Wisconsin
$35.1M 325,276 +17,631 +6%
MA
40
MUFG Americas
New York
$34.5M 320,076 +870 +0.3%
CC
41
Courier Capital
New York
$32.2M 298,516 +1,104 +0.4%
PWAG
42
Polaris Wealth Advisory Group
California
$31.2M 288,973 +56,111 +24%
AIP
43
Ameritas Investment Partners
Nebraska
$28.9M 274,081 +5,530 +2%
LI
44
LVZ Inc
Michigan
$26.5M 245,816 +245,816 New
AG
45
Advisor Group
Arizona
$24.5M 227,422 -9,718 -4%
SPIA
46
Strategic Point Investment Advisors
Rhode Island
$23.8M 220,362 +2,252 +1%
1IA
47
1834 Investment Advisors
Wisconsin
$23.3M 215,503 +12,001 +6%
AI
48
Atria Investments
North Carolina
$22.6M 209,857 +14,837 +8%
UB
49
UMB Bank
Missouri
$22.5M 208,590 -99,965 -32%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$21.7M 201,408 -160 -0.1%
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