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iShares S&P 500 Value ETF
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Overview Fund Activity

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
Bank of America
4
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
HNB
3
Huntington National Bank
Ohio
$45M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
HCM
5
Highfields Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
101
Moneta Group Investment Advisors
Missouri
$10.5M 91,566 -6,812 -7%
MBT
102
Monroe Bank & Trust
Michigan
$10.4M 91,314 +623 +0.7%
SGAM
103
Steinberg Global Asset Management
Florida
$10.1M 88,071 -2,692 -3%
CWM
104
Calamos Wealth Management
Illinois
$9.9M 86,632 -1,898 -2%
FTS
105
Fifth Third Securities
Ohio
$9.78M 85,621 +13,919 +19%
CS
106
Credit Suisse
Switzerland
$9.7M 84,908 +63,931 +305%
AssetMark Inc
107
AssetMark Inc
California
$9.51M 83,217 +82,987 +36,081%
TCM
108
Traynor Capital Management
Pennsylvania
$9.48M 83,012 -646 -0.8%
FLA
109
Financial Life Advisors
Texas
$9.38M 82,145 +82,145 New
IWA
110
Independence Wealth Advisors
Virginia
$9.3M 81,434 +81,434 New
CIR
111
Clear Investment Research
Georgia
$9.18M 80,357 -1,740 -2%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$8.79M 76,924 +1,788 +2%
MCM
113
MAI Capital Management
Ohio
$8.72M 76,283 +973 +1%
FAAS
114
First Allied Advisory Services
California
$8.56M 75,002 +4,506 +6%
BFM
115
Broadview Financial Management
Wisconsin
$8.46M 74,017 +74,017 New
TIM
116
Tortoise Investment Management
New York
$8.43M 73,776 +7,784 +12%
AMG
117
Asset Management Group
Connecticut
$8.13M 71,159 -875 -1%
ST
118
Smithfield Trust
Pennsylvania
$8.13M 71,127 +539 +0.8%
UBS AM
119
UBS AM
Illinois
$8.06M 70,593 +5,114 +8%
RWM
120
RKL Wealth Management
Pennsylvania
$7.87M 68,819 +8,907 +15%
SI
121
Stephens Inc
Arkansas
$7.75M 67,840 +89 +0.1%
AIM
122
Acropolis Investment Management
Missouri
$7.59M 66,446 -414 -0.6%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$7.44M 65,143 -3,110 -5%
TW
124
Transform Wealth
Colorado
$7.42M 64,921 +1,177 +2%
GWA
125
Guidant Wealth Advisors
Illinois
$7.37M 51,066 +34,232 +203%
3 4
5
6 7