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iShares S&P 500 Value ETF
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Overview Fund Activity

546 hedge funds and large institutions have $9.52B invested in iShares S&P 500 Value ETF in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 18 closing their positions.

Holders
546
Holders Change
+20
Holders Change %
+3.8%
% of All Funds
13.63%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
43
Increased
178
Reduced
209
Closed
18
Calls
$3.56M
Puts
$1.04M
Net Calls
+$2.53M
Net Calls Change
+$1.05M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$706M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$955M
3
SIM
3
Scottrade Investment Management
Missouri
$372M
4
LI
4
LVZ Inc
Michigan
$26.5M
5
HCM
5
Highfields Capital Management
Massachusetts
$20.4M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
BlackRock
2
BlackRock
New York
$41.8M
3
TAT
3
TD Ameritrade Trust
Colorado
$10.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$162M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$37.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ANB
76
Amarillo National Bank
Texas
$13.6M 125,837 +3,227 +3%
LMIM
77
Lockheed Martin Investment Management
Maryland
$12.6M 116,987 -56,020 -32%
GIA
78
GHP Investment Advisors
Colorado
$12.5M 115,684 -1,661 -1%
AA
79
Alesco Advisors
New York
$12.4M 115,090 -285 -0.2%
VC
80
Vicus Capital
Pennsylvania
$12.4M 114,455 +8,337 +8%
V
81
Veritable
Delaware
$12.3M 113,798 – –
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$12.1M 111,980 +740 +0.7%
HighTower Advisors
83
HighTower Advisors
Illinois
$12M 111,445 -10,017 -8%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$11.7M 108,816 +3,591 +3%
PAG
85
Private Advisor Group
New Jersey
$11.6M 106,419 +9,295 +10%
EPP
86
ETF Portfolio Partners
Kansas
$11M 101,805 -2,776 -3%
TAT
87
TD Ameritrade Trust
Colorado
$10.8M 98,996 -167,364 -63%
MGIA
88
Moneta Group Investment Advisors
Missouri
$10.6M 98,378 -16,273 -14%
SB
89
Suntrust Banks
Georgia
$10.5M 97,176 +629 +0.7%
NA
90
Nottingham Advisors
New York
$10.3M 95,890 +6,317 +7%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$10.1M 92,696 +3,966 +4%
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$10M 93,042 -2,860 -3%
SGAM
93
Steinberg Global Asset Management
Florida
$9.79M 90,763 -6,715 -7%
MBT
94
Monroe Bank & Trust
Michigan
$9.79M 90,691 +1,853 +2%
RFC
95
Regions Financial Corp
Alabama
$9.74M 90,217 -53 -0.1%
SHIM
96
Stone House Investment Management
Pennsylvania
$9.56M 88,546 -25,204 -22%
CWM
97
Calamos Wealth Management
Illinois
$9.55M 88,530 -1,331 -1%
TCM
98
Traynor Capital Management
Pennsylvania
$9.01M 83,658 -768 -0.9%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$9M 83,381 +7,168 +9%
CIR
100
Clear Investment Research
Georgia
$8.86M 82,097 +10,372 +14%
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4
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