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iShares S&P 500 Value ETF
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Overview Fund Activity

416 hedge funds and large institutions have $6.23B invested in iShares S&P 500 Value ETF in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 26 closing their positions.

Holders
416
Holders Change
+18
Holders Change %
+4.52%
% of All Funds
11.1%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.39%
New
47
Increased
160
Reduced
127
Closed
26
Calls
$7.27M
Puts
$15.8M
Net Calls
-$8.55M
Net Calls Change
-$22M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$131M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$345M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$218M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$72.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$801M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$1.95M
2
SEI Investments
2
SEI Investments
Pennsylvania
$8.53M
3
HI
3
Horizon Investments
North Carolina
$151M
4
AIG
4
American International Group
New York
$5.7M
5
VA
5
Valmark Advisers
Ohio
$449M
Name Market Value Shares Shares
Change 		Shares
Change %
RWG
76
Regal Wealth Group
California
$10.7M 118,803 +2,326 +2%
ANB
77
Amarillo National Bank
Texas
$10.4M 115,997 +22,305 +24%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$9.94M 110,541 +20,190 +22%
MCM
79
MV Capital Management
Maryland
$9.82M 109,240 -15,334 -12%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$9.49M 105,522 +70,353 +200%
CFA
81
Cahill Financial Advisors
Minnesota
$9.48M 105,376 +9,791 +10%
RFC
82
Regions Financial Corp
Alabama
$9.44M 105,001 +11,519 +12%
GT
83
Greenleaf Trust
Michigan
$8.96M 99,586 +34,650 +53%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$8.91M 99,102 -31,746 -24%
TAM
85
Todd Asset Management
Kentucky
$8.86M 98,510 -2,990 -3%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$8.85M 98,371 +30,342 +45%
WF
87
WealthTrust Fairport
Ohio
$8.79M 97,759 +4,084 +4%
SEI Investments
88
SEI Investments
Pennsylvania
$8.53M 94,801 -274,840 -74%
TAIM
89
TD Ameritrade Investment Management
Nebraska
$8.12M 90,335 -2,913 -3%
CWM
90
Calamos Wealth Management
Illinois
$7.96M 88,526 +10,695 +14%
FAAS
91
First Allied Advisory Services
California
$7.83M 87,093 +23,238 +36%
PP
92
Palladium Partners
Virginia
$7.81M 86,870 +2,265 +3%
AI
93
Atria Investments
North Carolina
$7.77M 86,432 +25,832 +43%
SB
94
Suntrust Banks
Georgia
$7.57M 84,180 +1,933 +2%
NA
95
Nottingham Advisors
New York
$7.12M 80,385 – –
CIR
96
Clear Investment Research
Georgia
$7.11M 79,051 +1,422 +2%
NPC
97
National Planning Corporation
California
$7.04M 77,408 -11,834 -13%
AMG
98
Asset Management Group
Connecticut
$6.94M 77,147 +919 +1%
EDRIA
99
Edmonds Duncan Registered Investment Advisors
Kansas
$6.63M 73,757 +1,450 +2%
PAG
100
Private Advisor Group
New Jersey
$6.62M 69,300 +1,380 +2%
2 3
4
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