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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.

New
Increased
Maintained
Reduced
Closed
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
Jones Financial Companies
Missouri
$706M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$955M
3
SIM
Scottrade Investment Management
Missouri
$372M
4
LI
LVZ Inc
Michigan
$26.5M
5
HCM
Highfields Capital Management
Massachusetts
$20.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$39.7M
2
PAS
Park Avenue Securities
New York
$0
3
BlackRock
BlackRock
New York
$41.8M
4
TAT
TD Ameritrade Trust
Colorado
$10.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
126
Comerica Securities
Michigan
$5.82M -$495K -4,584 -8%
CWM
127
Cranbrook Wealth Management
Michigan
$5.79M -$178K -1,654 -3%
LIA
128
LBMC Investment Advisors
Tennessee
$5.5M -$446K -4,137 -8%
SCA
129
Snowden Capital Advisors
New York
$5.47M -$935K -8,669 -15%
HJA
130
Hugh Johnson Advisors
New York
$5.47M -$106K -985 -2%
CANY
131
Caxton Associates (New York)
New York
$5.4M +$5.4M +50,000 New
PAIM
132
Punch & Associates Investment Management
Minnesota
$5.4M +$39.2K +363 +0.7%
LFAS
133
Level Four Advisory Services
Texas
$5.39M -$208K -1,925 -4%
CWM
134
Cahaba Wealth Management
Georgia
$5.3M +$5.3M +49,121 New
LA
135
Leonetti & Associates
Illinois
$5.09M -$114K -1,057 -2%
G
136
Gainplan
Michigan
$4.99M +$218K +2,024 +5%
OAM
137
Occidental Asset Management
California
$4.97M +$709K +6,575 +17%
FCBT
138
First Citizens Bank & Trust
North Carolina
$4.91M -$1.63M -15,136 -25%
CG
139
Colony Group
Massachusetts
$4.73M +$116K +1,079 +3%
SIAM
140
Sterling Investment Advisors (Missouri)
Missouri
$4.73M +$809K +7,500 +21%
CAI
141
Capital Advisors Inc
Oklahoma
$4.71M +$25.5K +236 +0.5%
JFA
142
Johanson Financial Advisors
California
$4.68M +$6.16K +57 +0.1%
Creative Planning
143
Creative Planning
Kansas
$4.57M +$887K +8,217 +24%
PFA
144
Pure Financial Advisors
California
$4.31M -$76.2K -706 -2%
WP
145
WealthSource Partners
California
$4.3M +$103K +953 +2%
ASN
146
Advisory Services Network
Georgia
$4.23M -$65.9K -611 -2%
BPCE
147
Bank Pictet & Cie (Europe)
Germany
$4.22M -$2.16M -20,000 -34%
TAIM
148
TD Ameritrade Investment Management
Nebraska
$4.22M +$7.01K +65 +0.2%
Comerica Bank
149
Comerica Bank
Texas
$4.21M -$2.31M -21,169 -35%
CA
150
Clearstead Advisors
Ohio
$4.19M -$1.62K -15 -0%
4 5
6
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