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iShares S&P 500 Value ETF
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Overview Fund Activity

526 hedge funds and large institutions have $9.1B invested in iShares S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 191 reducing their positions, and 34 closing their positions.

Holders
526
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
13.13%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
1.37%
New
44
Increased
176
Reduced
191
Closed
34
Calls
$2.4M
Puts
$924K
Net Calls
+$1.48M
Net Calls Change
+$1.93M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$557M
2
Goldman Sachs
2
Goldman Sachs
New York
$88M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$47.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$899M
5
Bank of America
5
Bank of America
North Carolina
$631M

Top Sellers

1
BlackRock
1
BlackRock
New York
$62.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
SAS
3
Sage Advisory Services
Texas
$0
4
QA
4
Quantitative Advantage
Minnesota
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
1IA
51
1834 Investment Advisors
Wisconsin
$21.4M 203,502 -214 -0.1%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$21.2M 201,568 +23,095 +13%
TPWA
53
TRUE Private Wealth Advisors
Oregon
$20.8M 197,895 -78,344 -28%
AI
54
Atria Investments
North Carolina
$20.5M 195,020 +80,298 +70%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$19.6M 187,127 +19,387 +12%
ICOA
56
Investment Centers of America
North Dakota
$19.3M 183,484 +23,588 +15%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$18.4M 175,268 -14,215 -8%
BF
58
BOK Financial
Oklahoma
$18.3M 173,911 -28,173 -14%
PA
59
Probity Advisors
Texas
$18.2M 173,598 +3,816 +2%
LMIM
60
Lockheed Martin Investment Management
Maryland
$18.2M 173,007 -77,314 -31%
NSIM
61
North Star Investment Management
Illinois
$17.1M 163,081 +7,351 +5%
Mariner
62
Mariner
Kansas
$17M 161,984 -25,002 -13%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$17M 161,822 -890 -0.5%
MCM
64
MV Capital Management
Maryland
$16.5M 156,818 +11,137 +8%
Lido Advisors
65
Lido Advisors
California
$16.1M 153,750 +10,530 +7%
RWG
66
Regal Wealth Group
California
$15.6M 148,721 +25,714 +21%
KL
67
KWMG LLC
Kansas
$14.4M 136,990 +13,465 +11%
GT
68
Greenleaf Trust
Michigan
$14M 133,268 +198 +0.1%
SMC
69
Smith, Moore & Co
Missouri
$14M 133,112 +3,522 +3%
QIM
70
Quest Investment Management
Oregon
$14M 133,040 – –
FA
71
FCG Advisors
New Jersey
$13.4M 127,276 -3,907 -3%
CFA
72
Cahill Financial Advisors
Minnesota
$13.2M 126,169 +5,176 +4%
WF
73
WealthTrust Fairport
Ohio
$13.2M 125,479 +5,023 +4%
ANB
74
Amarillo National Bank
Texas
$12.9M 122,610 +2,606 +2%
HighTower Advisors
75
HighTower Advisors
Illinois
$12.7M 121,462 +13,990 +13%
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