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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 %
HFS
626
HL Financial Services
Kentucky
– -$7.97M -73,876 Closed
CANY
627
Caxton Associates (New York)
New York
– -$5.4M -50,000 Closed
PFA
628
Pure Financial Advisors
California
– -$4.31M -39,954 Closed
TWA
629
Tillar-Wenstrup Advisors
Ohio
– -$3.93M -36,383 Closed
Millennium Management
630
Millennium Management
New York
– -$1.98M -18,369 Closed
SIA
631
Starfire Investment Advisers
Michigan
– -$1.63M -15,071 Closed
AL
632
Aspiriant LLC
California
– -$970K -8,992 Closed
EC
633
Estate Counselors
Wisconsin
– -$688K -6,380 Closed
CLOS
634
Compagnie Lombard Odier SCmA
Switzerland
– -$540K -5,000 Closed
GS
635
Girard Securities
California
– -$328K -3,040 Closed
AIM
636
Allen Investment Management
New York
– -$303K -2,810 Closed
PCM
637
Peak Capital Management
Colorado
– -$227K -2,106 Closed
SIMM
638
Stillwater Investment Management (Minnesota)
Minnesota
– -$221K -2,052 Closed
LCM
639
Lucas Capital Management
New Jersey
– -$213K -1,971 Closed
GBBWRPM
640
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$184K -1,712 Closed
TRCT
641
Tower Research Capital (TRC)
New York
– -$83K -775 Closed
TDC
642
Thompson Davis & Co
Virginia
– -$56K -522 Closed
MCIA
643
Mountain Capital Investment Advisors
Colorado
– -$14K -130 Closed
CG
644
Cutler Group
California
– -$10K -100 Closed
LC
645
Landaas & Company
Wisconsin
– -$9K -84 Closed
GI
646
GS Investments
Minnesota
– -$5.4K -50 Closed
SQA
647
Simon Quick Advisors
New Jersey
– -$5K -48 Closed
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