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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 %
MAS
501
Madden Advisory Services
Florida
$26K +$26K +256 New
CFS
502
Commonwealth Financial Services
West Virginia
$25K -$64.7K -626 -72%
HT
503
Heritage Trust
Oklahoma
$25K +$25K +243 New
HDIM
504
Hanson & Doremus Investment Management
Vermont
$24K -$5.13K -50 -18%
SPIA
505
Strategic Point Investment Advisors
Rhode Island
$22.5K +$134 +1,285 +0.6%
FWM
506
Focused Wealth Management
New York
$22K +$106 +1 +0.5%
CWM
507
Catamount Wealth Management
Connecticut
$20K – – –
JWA
508
JFS Wealth Advisors
Pennsylvania
$18K – – –
MIM
509
Macroview Investment Management
Maryland
$17K – – –
EA
510
Edge Advisors
Georgia
$15K – – –
GEA
511
Glen Eagle Advisors
New Jersey
$8.32K – – –
First Manhattan
512
First Manhattan
New York
$8K – – –
AIA
513
Armor Investment Advisors
North Carolina
$8K +$107 +1 +1%
WA
514
WFG Advisors
Texas
$7K -$60.8K -625 -90%
PG
515
Patten Group
Tennessee
$7K – – –
PK
516
Pflug Koory
Nebraska
$7K – – –
AF
517
Allworth Financial
California
$6K – – –
LWA
518
Lowe Wealth Advisors
Maryland
$4K – – –
HI
519
Hudock Inc
Pennsylvania
$3K -$248K -3,135 -99%
GI
520
Gradient Investments
Minnesota
$3K – – –
ADL
521
Asset Dedication LLC
California
$1K -$34K -204 -97%
NDSI
522
Newman Dignan & Sheerar Inc
Rhode Island
$518 – +1 +0%
PL
523
Polianta Ltd
Jersey
– -$10M -98,900 Closed
DSA
524
Davis Selected Advisers
Arizona
– -$6.02M -59,339 Closed
FTUS
525
Flow Traders U.S.
New York
– -$3.27M -32,255 Closed
19 20
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