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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
1
Huntington National Bank
Ohio
$39.7M
2
PAS
2
Park Avenue Securities
New York
$0
3
BlackRock
3
BlackRock
New York
$41.8M
4
TAT
4
TD Ameritrade Trust
Colorado
$10.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
526
First Command Bank
Texas
$25K +$25K +234 New
CWM
527
Catamount Wealth Management
Connecticut
$21K – – –
MIM
528
Macroview Investment Management
Maryland
$17K – – –
IA
529
IndexIQ Advisors
New York
$16K -$1.12M -10,120 -99%
JAM
530
Jolley Asset Management
North Carolina
$16K +$16K +146 New
MCIA
531
Mountain Capital Investment Advisors
Colorado
$14K – – –
CCM
532
Covington Capital Management
California
$14K +$14K +129 New
GWS
533
Glassman Wealth Services
Virginia
$11K – – –
CG
534
Cutler Group
California
$10K +$3.5K +35 +54%
LC
535
Landaas & Company
Wisconsin
$9K +$9K +84 New
PG
536
Patten Group
Tennessee
$8K – – –
AIA
537
Armor Investment Advisors
North Carolina
$8K +$105 +1 +1%
PK
538
Pflug Koory
Nebraska
$7K – – –
AF
539
Allworth Financial
California
$6K -$18.5K -163 -75%
GEA
540
Glen Eagle Advisors
New Jersey
$5.4K -$3.24K -30 -38%
GI
541
GS Investments
Minnesota
$5.4K – – –
LWA
542
Lowe Wealth Advisors
Maryland
$5K +$1.5K +15 +43%
SA
543
SRH Advisors
Kansas
$5K +$5K +46 New
SQA
544
Simon Quick Advisors
New Jersey
$5K +$5K +48 New
SFG
545
SevenBridge Financial Group
Pennsylvania
$3K – – –
ADL
546
Asset Dedication LLC
California
$1K – – –
PAS
547
Park Avenue Securities
New York
– -$31.5M -299,383 Closed
AIG
548
American International Group
New York
– -$6.72M -63,998 Closed
PIM
549
Parker Investment Management
California
– -$4.32M -41,148 Closed
TCM
550
Tuttle Capital Management
Connecticut
– -$693K -6,603 Closed
19 20 21
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