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iShares S&P 500 Value ETF
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Overview Fund Activity

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$291M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Wells Fargo
4
Wells Fargo
California
$732M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.07B

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$446M
2
UCFA
2
United Capital Financial Advisors
Texas
$43.7M
3
HI
3
Horizon Investments
North Carolina
$363K
4
US Bancorp
4
US Bancorp
Minnesota
$38.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$12.2M 120,705 +4,670 +4%
V
77
Veritable
Delaware
$12.2M 120,528 -839 -0.7%
ANB
78
Amarillo National Bank
Texas
$12.2M 120,130 +1,357 +1%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$12M 118,320 -4,894 -4%
FA
80
FCG Advisors
New Jersey
$11.7M 115,774 -111,423 -49%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$11.7M 115,626 +53,012 +85%
LMIM
82
Lockheed Martin Investment Management
Maryland
$11.6M 114,833 +81,864 +248%
FCBT
83
First Citizens Bank & Trust
North Carolina
$11.5M 113,690 -11,098 -9%
ICOA
84
Investment Centers of America
North Dakota
$11.5M 113,059 +19,671 +21%
SEI Investments
85
SEI Investments
Pennsylvania
$11.1M 109,298 +6,121 +6%
RBC
86
Ronald Blue & Co
Georgia
$10.9M 107,967 +22,392 +26%
WF
87
WealthTrust Fairport
Ohio
$10.7M 105,836 +12,051 +13%
HighTower Advisors
88
HighTower Advisors
Illinois
$10.7M 105,655 -22,653 -18%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$10.5M 103,978 +1,279 +1%
EPP
90
ETF Portfolio Partners
Kansas
$10.5M 103,425 +4,729 +5%
PAG
91
Private Advisor Group
New Jersey
$10.2M 99,535 +11,744 +13%
BAAM
92
Baker Avenue Asset Management
California
$10.2M 100,273 -37,265 -27%
CWM
93
Calamos Wealth Management
Illinois
$10.1M 100,079 +3,977 +4%
Goldman Sachs
94
Goldman Sachs
New York
$10.1M 99,549 -101,959 -51%
PL
95
Polianta Ltd
Jersey
$10M 98,900 +98,900 New
IA
96
IndexIQ Advisors
New York
$9.95M 98,166 -57,388 -37%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$9.87M 97,348 – –
KL
98
KWMG LLC
Kansas
$9.72M 95,842 +24,538 +34%
SB
99
Suntrust Banks
Georgia
$9.65M 95,189 +9,063 +11%
NPC
100
National Planning Corporation
California
$9.26M 90,985 +33,949 +60%
2 3
4
5 6