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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 %
ME
551
McIlrath & Eck
Washington
$94K +$94K +826 New
KF
552
Krilogy Financial
Missouri
$92K -$5.01K -44 -5%
SIAS
553
Shine Investment Advisory Services
Colorado
$91K – – –
PWM
554
Paulson Wealth Management
Illinois
$89K +$89K +780 New
WIM
555
Westside Investment Management
California
$84K – – –
CFA
556
Carroll Financial Associates
North Carolina
$81K -$21K -184 -21%
POIA
557
Pin Oak Investment Advisors
Texas
$81K +$81K +705 New
FFG
558
Ford Financial Group
California
$80K +$80K +695 New
GAM
559
Gemmer Asset Management
California
$76K +$344 +3 +0.5%
SFSIG
560
San Francisco Sentry Investment Group
California
$72K -$27.1K -237 -27%
HWP
561
Hefty Wealth Partners
Indiana
$72K -$7.42K -65 -9%
VCM
562
Vigilant Capital Management
Maine
$72K – – –
JWA
563
JFS Wealth Advisors
Pennsylvania
$70K – – –
JFA
564
JNBA Financial Advisors
Minnesota
$66K – – –
PA
565
Parallel Advisors
California
$66K +$25.1K +220 +61%
PAI
566
Pittenger & Anderson Inc
Nebraska
$63K – – –
MWM
567
MinichMacGregor Wealth Management
New York
$60K -$4.99K -44 -8%
PMFA
568
Plante Moran Financial Advisors
Michigan
$57K – – –
BC
569
Barnett & Company
Tennessee
$57K – – –
CBT
570
Capital Bank & Trust
California
$56K +$56K +488 New
FFW
571
Fusion Family Wealth
New York
$53K – – –
RFA
572
Reilly Financial Advisors
California
$50K -$915 -8 -2%
AOWM
573
Alpha Omega Wealth Management
Virginia
$48K – – –
FNB
574
Farmers National Bank
Kentucky
$46K +$46K +400 New
First Manhattan
575
First Manhattan
New York
$41K – – –
21 22
23
24 25