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iShares S&P 500 Value ETF
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Overview Fund Activity

439 hedge funds and large institutions have $6.59B invested in iShares S&P 500 Value ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 135 reducing their positions, and 26 closing their positions.

Holders
439
Holders Change
+23
Holders Change %
+5.53%
% of All Funds
11.73%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
1.44%
New
53
Increased
170
Reduced
135
Closed
26
Calls
$6.9M
Puts
$13.4M
Net Calls
-$6.51M
Net Calls Change
+$2.04M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$429M
2
Morgan Stanley
2
Morgan Stanley
New York
$882M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$67M
4
Franklin Resources
4
Franklin Resources
California
$176M
5
HI
5
Horizon Investments
North Carolina
$182M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29M
2
LPL Financial
2
LPL Financial
California
$80.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$206M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$10.9M 117,086 +53,748 +85%
ANB
77
Amarillo National Bank
Texas
$10.8M 115,997 – –
RCAG
78
Rehmann Capital Advisory Group
Michigan
$10.2M 110,254 +4,732 +4%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$10.2M 109,912 -184,746 -63%
CFA
80
Cahill Financial Advisors
Minnesota
$10.2M 109,564 +4,188 +4%
CCMG
81
Clark Capital Management Group
Pennsylvania
$9.77M 105,123 -99,604 -49%
TPWA
82
TRUE Private Wealth Advisors
Oregon
$9.39M 101,068 +101,068 New
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$9.21M 99,102 – –
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$9.19M 98,970 -11,571 -10%
AI
85
Atria Investments
North Carolina
$9.14M 97,994 +11,562 +13%
WF
86
WealthTrust Fairport
Ohio
$8.95M 96,379 -1,380 -1%
NA
87
Nottingham Advisors
New York
$8.92M 95,979 +15,594 +19%
SEI Investments
88
SEI Investments
Pennsylvania
$8.77M 94,419 -382 -0.4%
CS
89
Credit Suisse
Switzerland
$8.58M 92,363 +19,203 +26%
RFC
90
Regions Financial Corp
Alabama
$8.55M 92,013 -12,988 -12%
CWM
91
Calamos Wealth Management
Illinois
$8.52M 91,758 +3,232 +4%
PAG
92
Private Advisor Group
New Jersey
$8.04M 86,871 +17,571 +25%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$8.01M 86,265 -36,730 -30%
SB
94
Suntrust Banks
Georgia
$7.96M 85,725 +1,545 +2%
PFG
95
Pacific Financial Group
Washington
$7.7M 82,882 +82,882 New
PP
96
Palladium Partners
Virginia
$7.66M 82,473 -4,397 -5%
EDRIA
97
Edmonds Duncan Registered Investment Advisors
Kansas
$7.54M 78,609 +4,852 +7%
TAIM
98
TD Ameritrade Investment Management
Nebraska
$7.25M 78,088 -12,247 -14%
MBT
99
Monroe Bank & Trust
Michigan
$7.14M 76,816 +13,362 +21%
AMG
100
Asset Management Group
Connecticut
$7.1M 76,462 -685 -0.9%
2 3
4
5 6