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iShares S&P 500 Value ETF
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Overview Fund Activity

442 hedge funds and large institutions have $6.73B invested in iShares S&P 500 Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 143 reducing their positions, and 24 closing their positions.

Holders
442
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
11.81%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
1.31%
New
33
Increased
176
Reduced
143
Closed
24
Calls
$6.3M
Puts
$5.36M
Net Calls
+$941K
Net Calls Change
+$7.45M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$134M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$511M
3
BOH
3
Bank of Hawaii
Hawaii
$34.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$935M
5
HNB
5
Huntington National Bank
Ohio
$32.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$22.4M
2
Franklin Resources
2
Franklin Resources
California
$82.3M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$39.1M
4
PA
4
Probity Advisors
Texas
$15.3M
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$11M 116,035 +6,471 +6%
MCM
77
MV Capital Management
Maryland
$11M 115,887 -3,224 -3%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$10.8M 113,920 +27,655 +32%
SEI Investments
79
SEI Investments
Pennsylvania
$9.8M 103,177 +8,758 +9%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$9.75M 102,699 +3,729 +4%
AG
81
Advisor Group
Arizona
$9.63M 101,364 -16,015 -14%
EPP
82
ETF Portfolio Partners
Kansas
$9.37M 98,696 +98,696 New
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$9.24M 97,348 -1,754 -2%
CIR
84
Clear Investment Research
Georgia
$9.18M 96,678 +55,835 +137%
CWM
85
Calamos Wealth Management
Illinois
$9.13M 96,102 +4,344 +5%
WF
86
WealthTrust Fairport
Ohio
$8.91M 93,785 -2,594 -3%
ICOA
87
Investment Centers of America
North Dakota
$8.87M 93,388 +17,800 +24%
AI
88
Atria Investments
North Carolina
$8.85M 93,184 -4,810 -5%
RFC
89
Regions Financial Corp
Alabama
$8.66M 91,238 -775 -0.8%
PAG
90
Private Advisor Group
New Jersey
$8.27M 87,791 +920 +1%
SB
91
Suntrust Banks
Georgia
$8.18M 86,126 +401 +0.5%
RBC
92
Ronald Blue & Co
Georgia
$8.13M 85,575 +19,378 +29%
NA
93
Nottingham Advisors
New York
$8.12M 85,456 -10,523 -11%
MBT
94
Monroe Bank & Trust
Michigan
$8.12M 86,762 +9,946 +13%
PP
95
Palladium Partners
Virginia
$7.84M 82,502 +29 +0%
TAIM
96
TD Ameritrade Investment Management
Nebraska
$7.41M 78,061 -27 -0%
EDRIA
97
Edmonds Duncan Registered Investment Advisors
Kansas
$7.31M 78,383 -226 -0.3%
VC
98
Vicus Capital
Pennsylvania
$7.27M 76,548 +14,283 +23%
AMG
99
Asset Management Group
Connecticut
$7.18M 75,632 -830 -1%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$6.84M 72,002 +69,398 +2,665%
2 3
4
5 6