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iShares S&P 500 Value ETF
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Overview Fund Activity

546 hedge funds and large institutions have $9.52B invested in iShares S&P 500 Value ETF in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 18 closing their positions.

Holders
546
Holders Change
+20
Holders Change %
+3.8%
% of All Funds
13.63%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
43
Increased
178
Reduced
209
Closed
18
Calls
$3.56M
Puts
$1.04M
Net Calls
+$2.53M
Net Calls Change
+$1.05M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$706M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$955M
3
SIM
3
Scottrade Investment Management
Missouri
$372M
4
LI
4
LVZ Inc
Michigan
$26.5M
5
HCM
5
Highfields Capital Management
Massachusetts
$20.4M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
BlackRock
2
BlackRock
New York
$41.8M
3
TAT
3
TD Ameritrade Trust
Colorado
$10.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$162M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$37.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
51
TRUE Private Wealth Advisors
Oregon
$21.2M 196,889 -1,006 -0.5%
BOH
52
Bank of Hawaii
Hawaii
$21M 194,304 -27,295 -12%
ICOA
53
Investment Centers of America
North Dakota
$20.9M 194,048 +10,564 +6%
HCM
54
Highfields Capital Management
Massachusetts
$20.4M 189,391 +189,391 New
RCAG
55
Rehmann Capital Advisory Group
Michigan
$20.2M 187,044 -83 -0%
Lido Advisors
56
Lido Advisors
California
$19.8M 181,256 +27,506 +18%
BAAM
57
Baker Avenue Asset Management
California
$19.6M 181,340 +62,304 +52%
PA
58
Probity Advisors
Texas
$19.3M 178,571 +4,973 +3%
GI
59
Glovista Investments
New Jersey
$18.9M 175,434 +175,434 New
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$18.4M 170,079 +8,257 +5%
MCM
61
MV Capital Management
Maryland
$18.1M 168,094 +11,276 +7%
BF
62
BOK Financial
Oklahoma
$18M 166,740 -7,171 -4%
Mariner
63
Mariner
Kansas
$18M 166,637 +4,653 +3%
NSIM
64
North Star Investment Management
Illinois
$17.9M 166,233 +3,152 +2%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$17.4M 161,356 -13,912 -8%
RWG
66
Regal Wealth Group
California
$16.6M 153,488 +4,767 +3%
KL
67
KWMG LLC
Kansas
$15.5M 143,496 +6,506 +5%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$14.6M 134,920 -87,230 -39%
WF
69
WealthTrust Fairport
Ohio
$14.5M 134,348 +8,869 +7%
SMC
70
Smith, Moore & Co
Missouri
$14.4M 133,778 +666 +0.5%
QIM
71
Quest Investment Management
Oregon
$14.4M 133,040 – –
GT
72
Greenleaf Trust
Michigan
$14.3M 132,868 -400 -0.3%
SEI Investments
73
SEI Investments
Pennsylvania
$14.3M 132,123 +32,335 +32%
FA
74
FCG Advisors
New Jersey
$14M 130,030 +2,754 +2%
CFA
75
Cahill Financial Advisors
Minnesota
$13.8M 127,485 +1,316 +1%
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