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iShares S&P 500 Value ETF
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Overview Fund Activity

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$291M
2
Bank of America
Bank of America
North Carolina
$586M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
4
Wells Fargo
Wells Fargo
California
$732M
5
Morgan Stanley
Morgan Stanley
New York
$1.07B

Top Sellers

1
VA
Valmark Advisers
Ohio
$446M
2
UCFA
United Capital Financial Advisors
Texas
$43.7M
3
HI
Horizon Investments
North Carolina
$363K
4
US Bancorp
US Bancorp
Minnesota
$38.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
501
Macroview Investment Management
Maryland
$16K – – –
EA
502
Edge Advisors
Georgia
$15K +$15K +152 New
CHP
503
Cable Hill Partners
Oregon
$12K – – –
GEA
504
Glen Eagle Advisors
New Jersey
$8.11K +$8.11K +80 New
First Manhattan
505
First Manhattan
New York
$8K – – –
AIA
506
Armor Investment Advisors
North Carolina
$8K +$8K +74 New
PG
507
Patten Group
Tennessee
$7K – – –
AF
508
Allworth Financial
California
$5K -$47.5K -504 -90%
LWA
509
Lowe Wealth Advisors
Maryland
$4K +$2.86K +25 +250%
GI
510
Gradient Investments
Minnesota
$3K – – –
FAN
511
Financial Advisors Network
California
$1.94K +$1.94K +19 New
PK
512
Pflug Koory
Nebraska
$6 +$6 +63 New
JFA
513
Johanson Financial Advisors
California
– -$4.15M -43,699 Closed
BA
514
BKS Advisors
Michigan
– -$3.97M -41,794 Closed
SBWM
515
Sunflower Bank Wealth Management
Arizona
– -$2.03M -21,356 Closed
Jane Street
516
Jane Street
New York
– -$915K -9,635 Closed
WI
517
WBI Investments
New Jersey
– -$812K -8,551 Closed
TRCT
518
Tower Research Capital (TRC)
New York
– -$624K -6,567 Closed
CCT
519
Country Club Trust
Missouri
– -$285K -3,000 Closed
CL
520
CPWM LLC
Washington
– -$235K -2,470 Closed
CCB
521
Cutter & Co Brokerage
Missouri
– -$208K -2,187 Closed
NA
522
NewEdge Advisors
Louisiana
– -$204K -2,150 Closed
SFPM
523
Sensible Financial Planning & Management
Massachusetts
– -$150K -1,582 Closed
IWM
524
Integrated Wealth Management
California
– -$56K -585 Closed
SAM
525
Shamrock Asset Management
Texas
– -$40K -418 Closed
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