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iShares S&P 500 Value ETF
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Overview Fund Activity

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$291M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Wells Fargo
4
Wells Fargo
California
$732M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.07B

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$446M
2
UCFA
2
United Capital Financial Advisors
Texas
$43.7M
3
HI
3
Horizon Investments
North Carolina
$363K
4
US Bancorp
4
US Bancorp
Minnesota
$38.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
PWAG
51
Polaris Wealth Advisory Group
California
$24.1M 237,264 -7,061 -3%
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$21.8M 215,282 +215,282 New
IH
53
IFC Holdings
Florida
$21.8M 214,612 +28,108 +15%
BF
54
BOK Financial
Oklahoma
$21M 207,103 +2,354 +1%
SI
55
SII Investments
Wisconsin
$20.8M 204,976 +20,704 +11%
1IA
56
1834 Investment Advisors
Wisconsin
$20.6M 202,932 +5,198 +3%
AI
57
Atria Investments
North Carolina
$20.3M 200,202 +107,018 +115%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$18.5M 182,640 +68,720 +60%
AG
59
Advisor Group
Arizona
$18M 177,065 +75,701 +75%
BCM
60
Brookstone Capital Management
Illinois
$16.9M 166,537 +38,841 +30%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$16.8M 165,926 +165,926 New
PA
62
Probity Advisors
Texas
$16.3M 160,526 +98,950 +161%
SHIM
63
Stone House Investment Management
Pennsylvania
$16M 157,994 +157,994 New
SGAM
64
Steinberg Global Asset Management
Florida
$14.9M 146,534 +2,105 +1%
NSIM
65
North Star Investment Management
Illinois
$14.8M 146,406 +3,364 +2%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$14.1M 138,996 +7,792 +6%
MCM
67
MV Capital Management
Maryland
$13.9M 136,687 +20,800 +18%
AA
68
Alesco Advisors
New York
$13.6M 134,311 -12,555 -9%
QIM
69
Quest Investment Management
Oregon
$13.5M 133,040 – –
RCAG
70
Rehmann Capital Advisory Group
Michigan
$13.2M 130,123 +13,741 +12%
SMC
71
Smith, Moore & Co
Missouri
$13.1M 129,314 +857 +0.7%
GT
72
Greenleaf Trust
Michigan
$13M 127,860 -5,165 -4%
GIA
73
GHP Investment Advisors
Colorado
$12.3M 121,803 +348 +0.3%
RWG
74
Regal Wealth Group
California
$12.3M 121,577 +1,344 +1%
ABFS
75
Appropriate Balance Financial Services
Washington
$12.3M 121,365 +353 +0.3%
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