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iShares S&P 500 Value ETF
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Overview Fund Activity

398 hedge funds and large institutions have $5.57B invested in iShares S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+41
Holders Change %
+11.48%
% of All Funds
10.45%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
1.08%
New
71
Increased
159
Reduced
104
Closed
26
Calls
$14.3M
Puts
$864K
Net Calls
+$13.4M
Net Calls Change
-$13.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$178M
2
HI
2
Horizon Investments
North Carolina
$161M
3
LPL Financial
3
LPL Financial
California
$146M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$259M
5
Bank of America
5
Bank of America
North Carolina
$363M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$211K
2
VA
2
Valmark Advisers
Ohio
$442M
3
Franklin Resources
3
Franklin Resources
California
$38.2M
4
LI
4
LVZ Inc
Michigan
$0
5
NFG
5
Noven Financial Group
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Stewardship Financial Advisors
Georgia
$3.42M +$3.42M +38,587 New
Truist Financial
127
Truist Financial
North Carolina
$3.4M -$96.9K -1,094 -3%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$3.38M +$247K +2,787 +8%
HJA
129
Hugh Johnson Advisors
New York
$3.32M +$6.2K +70 +0.2%
SAM
130
Silvercrest Asset Management
New York
$3.26M +$3.26M +36,860 New
Baird Financial Group
131
Baird Financial Group
Wisconsin
$3.18M +$16.5K +186 +0.5%
SEIA
132
Signature Estate & Investment Advisors
California
$3.13M -$5.36M -60,510 -63%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$3.11M -$357K -4,036 -10%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$3.05M +$363K +4,100 +13%
Creative Planning
135
Creative Planning
Kansas
$2.99M +$53.7K +607 +2%
SCG
136
Sonata Capital Group
Washington
$2.98M +$974 +11 +0%
CC
137
Cadinha & Co
Hawaii
$2.91M -$203K -2,290 -7%
FNBT
138
FineMark National Bank & Trust
Florida
$2.87M +$1.23M +13,888 +75%
FBA
139
Front Barnett Associates
Illinois
$2.85M +$93K +1,050 +3%
KL
140
KWMG LLC
Kansas
$2.81M +$952K +10,749 +51%
BCI
141
Brinker Capital Investments
Pennsylvania
$2.72M +$2.41M +27,192 +780%
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$2.69M +$2.69M +30,425 New
SIAM
143
Sterling Investment Advisors (Missouri)
Missouri
$2.69M -$175K -1,977 -6%
Comerica Bank
144
Comerica Bank
Texas
$2.67M -$110K -1,318 -4%
FA
145
FCG Advisors
New Jersey
$2.55M +$1.52M +17,159 +148%
RCM
146
RNC Capital Management
California
$2.41M +$2.41M +27,200 New
Invesco
147
Invesco
Georgia
$2.24M -$111K -1,254 -5%
ACM
148
Argent Capital Management
Missouri
$2.2M +$2.2M +24,860 New
WP
149
WMS Partners
Maryland
$2.16M -$91.2K -1,030 -4%
PSUF
150
People's United Financial
Connecticut
$2.13M -$33.1K -374 -2%
4 5
6
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