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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 %
SRSA
151
S.R. Schill & Associates
Washington
$4.13M 39,340 -5,109 -11%
SAM
152
Securian Asset Management
Minnesota
$4.1M 39,100 -10,900 -22%
TAIM
153
TD Ameritrade Investment Management
Nebraska
$4.1M 39,025 -39,341 -50%
WP
154
WealthSource Partners
California
$4.08M 38,876 +1,195 +3%
CA
155
Clearstead Advisors
Ohio
$4.07M 38,799 -19 -0%
TWA
156
Tillar-Wenstrup Advisors
Ohio
$4.07M 38,761 -736 -2%
FBA
157
Front Barnett Associates
Illinois
$3.99M 37,991 +1,047 +3%
SAM
158
Silvercrest Asset Management
New York
$3.94M 37,560 -325 -0.9%
PSUF
159
People's United Financial
Connecticut
$3.94M 37,487 -857 -2%
SFS
160
Sowell Financial Services
Arkansas
$3.85M 36,206 +4,306 +13%
SIAM
161
Sterling Investment Advisors (Missouri)
Missouri
$3.81M 36,330 +4,544 +14%
CCM
162
Cribstone Capital Management
Maine
$3.8M 36,154 -926 -2%
Northern Trust
163
Northern Trust
Illinois
$3.74M 35,678 -5,237 -13%
Invesco
164
Invesco
Georgia
$3.72M 35,427 +5,169 +17%
SNT
165
Security National Trust
West Virginia
$3.7M 35,255 +1,645 +5%
FNBT
166
FineMark National Bank & Trust
Florida
$3.6M 34,287 -1,707 -5%
Creative Planning
167
Creative Planning
Kansas
$3.58M 34,123 -1,332 -4%
GWM
168
Geneos Wealth Management
Colorado
$3.55M 33,859 +1,168 +4%
B
169
Bailard
California
$3.53M 33,625 +1,037 +3%
FMW
170
Farr Miller & Washington
District of Columbia
$3.52M 33,560 +2,613 +8%
FHC
171
First Heartland Consultants
Missouri
$3.49M 33,269 +47 +0.1%
AWM
172
Avior Wealth Management
Nebraska
$3.43M 32,715 +3,369 +11%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$3.29M 31,302 +3,606 +13%
IA
174
Independence Advisors
Pennsylvania
$3.28M 31,286 -1,210 -4%
IFS
175
Ifrah Financial Services
Arkansas
$3.12M 29,745 +130 +0.4%
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7
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