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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 %
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.59M 79,572 +18,982 +31%
BCM
102
Brookstone Capital Management
Illinois
$8.45M 78,306 -36,421 -32%
MCM
103
MAI Capital Management
Ohio
$8.13M 75,310 +9,982 +15%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$8.11M 75,136 +3,678 +5%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$8.09M 74,975 +3,849 +5%
Citigroup
106
Citigroup
New York
$8.07M 74,803 +2,908 +4%
HFS
107
HL Financial Services
Kentucky
$7.97M 73,876 +31,283 +73%
AMG
108
Asset Management Group
Connecticut
$7.77M 72,034 -997 -1%
FTS
109
Fifth Third Securities
Ohio
$7.74M 71,702 -2,237 -3%
ST
110
Smithfield Trust
Pennsylvania
$7.62M 70,588 +3,723 +6%
FAAS
111
First Allied Advisory Services
California
$7.61M 70,496 +4,102 +6%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$7.37M 68,253 +4,037 +6%
SI
113
Stephens Inc
Arkansas
$7.31M 67,751 +890 +1%
AIM
114
Acropolis Investment Management
Missouri
$7.22M 66,860 -900 -1%
TIM
115
Tortoise Investment Management
New York
$7.12M 65,992 +6,731 +11%
UBS AM
116
UBS AM
Illinois
$7.07M 65,479 -19,783 -23%
SPC
117
Sigma Planning Corp
Michigan
$6.91M 64,073 +6,686 +12%
TW
118
Transform Wealth
Colorado
$6.88M 63,744 +63,744 New
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$6.67M 61,820 +61,820 New
RWM
120
RKL Wealth Management
Pennsylvania
$6.46M 59,912 +12,843 +27%
PL
121
Polianta Ltd
Jersey
$6.27M 58,100 +2,000 +4%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$6.17M 57,196 -1,120 -2%
CCP
123
Cardan Capital Partners
Colorado
$6.07M 56,235 -852 -1%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$5.92M 54,818 +54,818 New
Bank of New York Mellon
125
Bank of New York Mellon
New York
$5.82M 53,968 +769 +1%
3 4
5
6 7