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iShares S&P 500 Value ETF
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Overview Fund Activity

523 hedge funds and large institutions have $9B invested in iShares S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 33 closing their positions.

Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.04%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.65%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$848M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$425M
3
BlackRock
3
BlackRock
New York
$142M
4
SIM
4
Scottrade Investment Management
Missouri
$306M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$61.1M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$9.59M
2
GC
2
Guggenheim Capital
Illinois
$128K
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.88M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.69M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
76
GHP Investment Advisors
Colorado
$12.5M -$125K -1,206 -1%
WF
77
WealthTrust Fairport
Ohio
$12.5M +$1.52M +14,620 +14%
ANB
78
Amarillo National Bank
Texas
$12.5M -$13.1K -126 -0.1%
AA
79
Alesco Advisors
New York
$12.4M -$1.59M -15,302 -11%
V
80
Veritable
Delaware
$12.2M -$353K -3,395 -3%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$12M -$324K -3,117 -3%
AI
82
Atria Investments
North Carolina
$11.9M -$8.89M -85,480 -43%
PAG
83
Private Advisor Group
New Jersey
$11.6M +$1.26M +12,187 +12%
TSS
84
Two Sigma Securities
New York
$11.5M +$11.5M +110,905 New
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$11.4M +$543K +5,216 +5%
Goldman Sachs
86
Goldman Sachs
New York
$11.3M +$925K +8,896 +9%
HighTower Advisors
87
HighTower Advisors
Illinois
$11.2M +$189K +1,817 +2%
EPP
88
ETF Portfolio Partners
Kansas
$11M +$283K +2,717 +3%
SEI Investments
89
SEI Investments
Pennsylvania
$10.7M -$710K -6,829 -6%
LNWWM
90
Laird Norton Wetherby Wealth Management
California
$10.1M – – –
SB
91
Suntrust Banks
Georgia
$10M +$102K +985 +1%
SVCP
92
Silicon Valley Capital Partners
California
$9.99M +$1.42M +13,630 +17%
NA
93
Nottingham Advisors
New York
$9.87M +$592K +5,689 +6%
CIR
94
Clear Investment Research
Georgia
$9.72M +$310K +2,976 +3%
PP
95
Palladium Partners
Virginia
$9.61M +$550K +5,288 +6%
VC
96
Vicus Capital
Pennsylvania
$9.59M -$63.2M -77,497 -87%
RFC
97
Regions Financial Corp
Alabama
$9.5M +$416K +4,000 +5%
RBC
98
Ronald Blue & Co
Georgia
$9.39M -$1.84M -17,729 -16%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.36M +$1.28M +12,333 +16%
CWM
100
Calamos Wealth Management
Illinois
$9.34M -$1.08M -10,355 -10%
2 3
4
5 6