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iShares S&P 500 Value ETF
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Overview Fund Activity

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
Bank of America
4
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
HNB
3
Huntington National Bank
Ohio
$45M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
HCM
5
Highfields Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$52.5M 459,345 +21,111 +5%
FHB
27
First Hawaiian Bank
Hawaii
$52M 454,921 -19,921 -4%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.7M 443,715 +20,451 +5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$48.5M 424,290 +28,273 +7%
BlackRock
30
BlackRock
New York
$47.6M 416,723 +29,724 +8%
IH
31
IFC Holdings
Florida
$46.6M 407,937 +46,673 +13%
UCFA
32
United Capital Financial Advisors
Texas
$46.5M 406,078 +23,021 +6%
HNB
33
Huntington National Bank
Ohio
– – – –
EA
34
Efficient Advisors
Ohio
$42.1M 368,347 -2,912 -0.8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$41.7M 365,269 -14,723 -4%
PFM
36
Phillips Financial Management
Indiana
$41M 352,609 -6,000 -2%
MA
37
MUFG Americas
New York
$39M 341,002 +20,926 +7%
BAAM
38
Baker Avenue Asset Management
California
$36.1M 315,854 +134,514 +74%
PWAG
39
Polaris Wealth Advisory Group
California
$35.1M 307,126 +18,153 +6%
CC
40
Courier Capital
New York
$34.3M 300,204 +1,688 +0.6%
MML Investors Services
41
MML Investors Services
Massachusetts
$34M 297,931 -46,449 -13%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$33.8M 295,543 -34,980 -11%
AG
43
Advisor Group
Arizona
$33.7M 295,076 +67,654 +30%
Axa
44
Axa
France
$32.7M 286,641 -119,600 -29%
AIP
45
Ameritas Investment Partners
Nebraska
$31.2M 283,188 +9,107 +3%
LI
46
LVZ Inc
Michigan
$28.7M 251,210 +5,394 +2%
AI
47
Atria Investments
North Carolina
$25.9M 226,535 +16,678 +8%
1IA
48
1834 Investment Advisors
Wisconsin
$25M 219,036 +3,533 +2%
UB
49
UMB Bank
Missouri
$24.6M 215,055 +6,465 +3%
PIM
50
Parker Investment Management
California
$24.2M 211,959 +211,959 New
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