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iShares S&P 500 Value ETF
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Overview Fund Activity

526 hedge funds and large institutions have $9.1B invested in iShares S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 191 reducing their positions, and 34 closing their positions.

Holders
526
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
13.13%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
1.37%
New
44
Increased
176
Reduced
191
Closed
34
Calls
$2.4M
Puts
$924K
Net Calls
+$1.48M
Net Calls Change
+$1.93M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$557M
2
Goldman Sachs
2
Goldman Sachs
New York
$88M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$47.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$899M
5
Bank of America
5
Bank of America
North Carolina
$631M

Top Sellers

1
BlackRock
1
BlackRock
New York
$62.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
SAS
3
Sage Advisory Services
Texas
$0
4
QA
4
Quantitative Advantage
Minnesota
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$12.5M 119,036 +45,055 +61%
GIA
77
GHP Investment Advisors
Colorado
$12.3M 117,345 -3,252 -3%
AA
78
Alesco Advisors
New York
$12.1M 115,375 -3,634 -3%
BCM
79
Brookstone Capital Management
Illinois
$12M 114,727 -33,045 -22%
MGIA
80
Moneta Group Investment Advisors
Missouri
$12M 114,651 +42,231 +58%
V
81
Veritable
Delaware
$11.9M 113,798 -3,335 -3%
SHIM
82
Stone House Investment Management
Pennsylvania
$11.9M 113,750 -17,910 -14%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$11.7M 111,240 -3,963 -3%
VC
84
Vicus Capital
Pennsylvania
$11.1M 106,118 +94,368 +803%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$11M 105,225 -3,969 -4%
EPP
86
ETF Portfolio Partners
Kansas
$11M 104,581 -1,561 -1%
SEI Investments
87
SEI Investments
Pennsylvania
$10.5M 99,788 -2,681 -3%
SGAM
88
Steinberg Global Asset Management
Florida
$10.2M 97,478 -56,953 -37%
PAG
89
Private Advisor Group
New Jersey
$10.2M 97,124 -14,598 -13%
SB
90
Suntrust Banks
Georgia
$10.1M 96,547 +373 +0.4%
PP
91
Palladium Partners
Virginia
$10.1M 96,030 +3,655 +4%
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$10.1M 95,902 -1,446 -1%
RFC
93
Regions Financial Corp
Alabama
$9.48M 90,270 -1,061 -1%
CWM
94
Calamos Wealth Management
Illinois
$9.43M 89,861 +137 +0.2%
NA
95
Nottingham Advisors
New York
$9.4M 89,573 -5,312 -6%
MBT
96
Monroe Bank & Trust
Michigan
$9.32M 88,838 +720 +0.8%
EDRIA
97
Edmonds Duncan Registered Investment Advisors
Kansas
$9.31M 88,730 +2,331 +3%
TCM
98
Traynor Capital Management
Pennsylvania
$8.97M 84,426 +1,531 +2%
UBS AM
99
UBS AM
Illinois
$8.95M 85,262 +8,209 +11%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$8M 76,213 +5,114 +7%
2 3
4
5 6