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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.

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
1
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
Bank of America
4
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
HNB
3
Huntington National Bank
Ohio
$45M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
HCM
5
Highfields Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$23.8M 208,644 +27,388 +15%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$23.8M 208,443 +7,035 +3%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$23.7M 207,484 -12,878 -6%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$22.8M 199,680 +12,636 +7%
SI
55
SII Investments
Wisconsin
$22M 192,398 -132,878 -41%
LFS
56
Lutz Financial Services
Nebraska
$21.8M 190,889 +190,889 New
TPWA
57
TRUE Private Wealth Advisors
Oregon
$20.7M 180,925 -15,964 -8%
QIM
58
Quest Investment Management
Oregon
$20.6M 179,915 +46,875 +35%
Mariner
59
Mariner
Kansas
$20.5M 179,009 +12,372 +7%
RFC
60
Regions Financial Corp
Alabama
$20M 174,992 +84,775 +94%
PA
61
Probity Advisors
Texas
$19.9M 173,978 -4,593 -3%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$19.4M 169,895 -184 -0.1%
MCM
63
MV Capital Management
Maryland
$19.3M 169,312 +1,218 +0.7%
BOH
64
Bank of Hawaii
Hawaii
$19.3M 169,149 -25,155 -13%
NSIM
65
North Star Investment Management
Illinois
$19.2M 168,405 +2,172 +1%
BF
66
BOK Financial
Oklahoma
$18.9M 165,142 -1,598 -1%
Two Sigma Investments
67
Two Sigma Investments
New York
$18.6M 163,202 +147,502 +940%
KL
68
KWMG LLC
Kansas
$17.9M 156,840 +13,344 +9%
RWG
69
Regal Wealth Group
California
$17.7M 154,522 +1,034 +0.7%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$17.2M 150,450 +75,475 +101%
DSA
71
Davis Selected Advisers
Arizona
$17.1M 149,732 +147,495 +6,593%
PMAM
72
Picton Mahoney Asset Management
Ontario, Canada
$16M 140,200 +132,300 +1,675%
FA
73
FCG Advisors
New Jersey
$15.8M 138,809 +8,779 +7%
WF
74
WealthTrust Fairport
Ohio
$15.5M 135,265 +917 +0.7%
VC
75
Vicus Capital
Pennsylvania
$15.4M 135,180 +20,725 +18%
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