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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.

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

Top Sellers

1
VA
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
HNB
Huntington National Bank
Ohio
$45M
4
ICOA
Investment Centers of America
North Dakota
$0
5
HCM
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
526
Wealthcare Capital Management
Virginia
$212K – – –
UWPG
527
Ullmann Wealth Partners Group
Florida
$210K +$210K +1,841 New
BBHC
528
Brown Brothers Harriman & Co
New York
$209K – – –
FNT
529
First National Trust
Pennsylvania
$207K +$207K +1,809 New
CBN
530
Cadence Bank NA
Texas
$201K -$48.4K -423 -19%
OC
531
Oakworth Capital
Alabama
$191K -$12K -106 -6%
AWA
532
Acorn Wealth Advisors
Michigan
$191K +$191K +1,644 New
Bessemer Group
533
Bessemer Group
New Jersey
$183K +$183K +1,600 New
FCMT
534
Founders Capital Management (Texas)
Texas
$180K – – –
TFS
535
TrustCore Financial Services
Tennessee
$168K +$168K +1,473 New
PWPS
536
Pinnacle Wealth Planning Services
Ohio
$161K +$161K +1,409 New
DSC
537
Duncker Streett & Co
Missouri
$156K +$802 +7 +0.5%
MOS
538
MGO One Seven
Ohio
$142K +$142K +1,240 New
RFM
539
Royal Fund Management
Florida
$140K +$140K +1,230 New
CFD
540
Creative Financial Designs
Indiana
$135K -$28.6K -251 -17%
TF
541
Tompkins Financial
New York
$127K – – –
STA
542
Summit Trail Advisors
New York
$127K +$127K +1,110 New
YWP
543
YorkBridge Wealth Partners
New York
$125K +$1.67K +15 +1%
EA
544
Edge Advisors
Georgia
$119K +$119K +1,050 New
AF
545
Arrow Financial
New York
$114K -$88.8K -775 -44%
VCM
546
Virtue Capital Management
Tennessee
$114K +$114K +999 New
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$100K +$49.6K +435 +98%
BWA
548
Burt Wealth Advisors
Maryland
$98K – – –
AF
549
Advisornet Financial
Minnesota
$97K +$97K +851 New
DBT
550
Dubuque Bank & Trust
Iowa
$94K – – –
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