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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 %
CIR
101
Clear Investment Research
Georgia
$9.17M 90,490 -6,188 -6%
VC
102
Vicus Capital
Pennsylvania
$9.05M 89,247 +12,699 +17%
NA
103
Nottingham Advisors
New York
$9.04M 89,196 +3,740 +4%
AIG
104
American International Group
New York
$9.04M 89,140 +37,097 +71%
RFC
105
Regions Financial Corp
Alabama
$8.85M 87,331 -3,907 -4%
PP
106
Palladium Partners
Virginia
$8.83M 87,087 +4,585 +6%
MBT
107
Monroe Bank & Trust
Michigan
$8.73M 86,132 -630 -0.7%
MFS
108
MSI Financial Services
Massachusetts
$8.69M 85,686 +28,639 +50%
FAAS
109
First Allied Advisory Services
California
$8.38M 82,609 +22,250 +37%
SVCP
110
Silicon Valley Capital Partners
California
$8.35M 82,362 +82,362 New
EDRIA
111
Edmonds Duncan Registered Investment Advisors
Kansas
$8.25M 81,358 +2,975 +4%
FCC
112
Florin Court Capital
United Kingdom
$8.13M 80,200 +80,200 New
TCM
113
Traynor Capital Management
Pennsylvania
$7.88M 77,347 +7,850 +11%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.87M 77,647 +21,020 +37%
TAIM
115
TD Ameritrade Investment Management
Nebraska
$7.83M 77,229 -832 -1%
AMG
116
Asset Management Group
Connecticut
$7.71M 76,009 +377 +0.5%
SCA
117
Snowden Capital Advisors
New York
$7.4M 72,993 +25,456 +54%
MGIA
118
Moneta Group Investment Advisors
Missouri
$7.24M 71,392 +628 +0.9%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$7.24M 71,397 +18,869 +36%
CLOS
120
Compagnie Lombard Odier SCmA
Switzerland
$6.99M 68,900 +7,300 +12%
AIM
121
Acropolis Investment Management
Missouri
$6.98M 68,882 -610 -0.9%
AssetMark Inc
122
AssetMark Inc
California
$6.91M 68,109 -2,456 -3%
HJA
123
Hugh Johnson Advisors
New York
$6.9M 68,073 +505 +0.7%
Citigroup
124
Citigroup
New York
$6.85M 67,589 -235 -0.3%
ST
125
Smithfield Trust
Pennsylvania
$6.64M 65,514 +2,566 +4%
3 4
5
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