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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.

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

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$9.59M
2
GC
Guggenheim Capital
Illinois
$128K
3
CAL
Capital Analysts LLC
Pennsylvania
$2.88M
4
AllianceBernstein
AllianceBernstein
Tennessee
$1.69M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
476
JNBA Financial Advisors
Minnesota
$76K -$1.87K -18 -2%
WIM
477
Westside Investment Management
California
$74.6K +$74.6K +721 New
WT
478
Whittier Trust
California
$72K – – –
GAM
479
Gemmer Asset Management
California
$67K -$41.7K -400 -38%
MWM
480
MinichMacGregor Wealth Management
New York
$66K – – –
TF
481
Tompkins Financial
New York
$64K – – –
TDC
482
Thompson Davis & Co
Virginia
$63K -$9K -87 -13%
PAI
483
Pittenger & Anderson Inc
Nebraska
$58K -$25.6K -245 -31%
PMFA
484
Plante Moran Financial Advisors
Michigan
$52K – – –
PS
485
Portfolio Solutions
Michigan
$51K +$51K +491 New
WP
486
WealthPLAN Partners
Nebraska
$46.7K +$46.7K +451 New
RFA
487
Reilly Financial Advisors
California
$45K – – –
ARMC
488
American Research & Management Company
Massachusetts
$42K -$42K -400 -50%
Barclays
489
Barclays
United Kingdom
$42K +$10.5K +100 +33%
TWA
490
TCI Wealth Advisors
Arizona
$35K -$92.9K -892 -73%
SBL
491
Sargent Bickham Lagudis
Colorado
$35K +$15.4K +149 +78%
OFW
492
Omnia Family Wealth
Florida
$33K +$33K +319 New
TCM
493
TD Capital Management
Tennessee
$32K -$8.03K -77 -20%
CB
494
Community Bank
New York
$32K -$1.55K -15 -5%
BKA
495
Brick & Kyle Associates
Pennsylvania
$32K – – –
FPS
496
Fieldpoint Private Securities
Connecticut
$32K +$32K +305 New
CBT
497
Central Bank & Trust
Kentucky
$29K -$26K -249 -47%
MA
498
MCF Advisors
Kentucky
$28K – – –
PA
499
Parallel Advisors
California
$28K – – –
BAM
500
Barrett Asset Management
New York
$27K – – –
18 19
20
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