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iShares S&P 500 Value ETF
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Overview Fund Activity

526 hedge funds and large institutions have $9.1B invested in iShares S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 191 reducing their positions, and 34 closing their positions.

Holders
526
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
13.13%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
1.37%
New
44
Increased
176
Reduced
191
Closed
34
Calls
$2.4M
Puts
$924K
Net Calls
+$1.48M
Net Calls Change
+$1.93M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$557M
2
Goldman Sachs
2
Goldman Sachs
New York
$88M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$47.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$899M
5
Bank of America
5
Bank of America
North Carolina
$631M

Top Sellers

1
BlackRock
1
BlackRock
New York
$62.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
SAS
3
Sage Advisory Services
Texas
$0
4
QA
4
Quantitative Advantage
Minnesota
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
126
Cardan Capital Partners
Colorado
$5.99M 57,087 +33 +0.1%
PL
127
Polianta Ltd
Jersey
$5.89M 56,100 +56,100 New
CWM
128
Cranbrook Wealth Management
Michigan
$5.8M 55,278 -1,411 -2%
LIA
129
LBMC Investment Advisors
Tennessee
$5.78M 55,091 -76 -0.1%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$5.58M 53,199 +5,187 +11%
HJA
131
Hugh Johnson Advisors
New York
$5.42M 51,648 -525 -1%
LFAS
132
Level Four Advisory Services
Texas
$5.36M 51,848 – –
PAIM
133
Punch & Associates Investment Management
Minnesota
$5.21M 49,628 +837 +2%
LA
134
Leonetti & Associates
Illinois
$5.06M 48,227 -305 -0.6%
RWM
135
RKL Wealth Management
Pennsylvania
$4.94M 47,069 +47,069 New
G
136
Gainplan
Michigan
$4.64M 44,230 +44,230 New
FCC
137
Florin Court Capital
United Kingdom
$4.57M 43,573 +36,000 +475%
CAI
138
Capital Advisors Inc
Oklahoma
$4.56M 43,416 -18,935 -30%
JFA
139
Johanson Financial Advisors
California
$4.55M 43,281 -168 -0.4%
SCG
140
Sonata Capital Group
Washington
$4.54M 43,292 +921 +2%
CBU
141
CIBC Bank USA
Illinois
$4.54M 43,254 -56 -0.1%
CG
142
Colony Group
Massachusetts
$4.49M 42,762 +4,823 +13%
HFS
143
HL Financial Services
Kentucky
$4.47M 42,593 +12,828 +43%
PIM
144
Parker Investment Management
California
$4.32M 41,148 -3,629 -8%
IA
145
IFP Advisors
Florida
$4.29M 40,885 +1,409 +4%
PFA
146
Pure Financial Advisors
California
$4.27M 40,660 +548 +1%
BTS
147
BB&T Securities
Virginia
$4.2M 40,037 -7,257 -15%
ASN
148
Advisory Services Network
Georgia
$4.17M 39,769 -7,002 -15%
NPC
149
National Planning Corporation
California
$4.16M 39,293 -47,776 -55%
OAM
150
Occidental Asset Management
California
$4.15M 39,493 +1,536 +4%
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