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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 %
TFA
601
Toth Financial Advisory
Virginia
$13K +$13K +118 New
MPPLM
602
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$12K +$12K +101 New
AC
603
Avestar Capital
New York
$12K +$12K +110 New
GWS
604
Glassman Wealth Services
Virginia
$11K – – –
FRA
605
Front Row Advisors
California
$11K +$11K +98 New
TC
606
Telemus Capital
Michigan
$11K +$11K +100 New
AIA
607
Armor Investment Advisors
North Carolina
$9K – – –
AWM
608
Aevitas Wealth Management
Massachusetts
$9K +$9K +76 New
PG
609
Patten Group
Tennessee
$8K – – –
PK
610
Pflug Koory
Nebraska
$7K – – –
GI
611
Gradient Investments
Minnesota
$7K +$7K +59 New
PS
612
Portfolio Solutions
Michigan
$6K -$47.6K -436 -89%
AF
613
Allworth Financial
California
$6K – – –
LWA
614
Lowe Wealth Advisors
Maryland
$6K – – –
GEA
615
Glen Eagle Advisors
New Jersey
$5.71K – – –
SA
616
SRH Advisors
Kansas
$5K – – –
KJWM
617
Kiley Juergens Wealth Management
Washington
$4K +$4K +37 New
NPC
618
National Planning Corporation
California
$3.56K -$3.41M -29,690 -100%
IP
619
Isthmus Partners
Wisconsin
$2K +$2K +15 New
PCG
620
Private Capital Group
Connecticut
$1.2K +$1.2K +10,486 New
ADL
621
Asset Dedication LLC
California
$1K – – –
ICOA
622
Investment Centers of America
North Dakota
– -$20.9M -194,048 Closed
HCM
623
Highfields Capital Management
Massachusetts
– -$20.4M -189,391 Closed
GI
624
Glovista Investments
New Jersey
– -$18.9M -175,434 Closed
TAT
625
TD Ameritrade Trust
Colorado
– -$10.8M -98,996 Closed
22 23 24
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