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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.

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
1
Jones Financial Companies
Missouri
$706M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$955M
3
SIM
3
Scottrade Investment Management
Missouri
$372M
4
LI
4
LVZ Inc
Michigan
$26.5M
5
HCM
5
Highfields Capital Management
Massachusetts
$20.4M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
BlackRock
2
BlackRock
New York
$41.8M
3
TAT
3
TD Ameritrade Trust
Colorado
$10.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$162M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$37.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FBA
151
Front Barnett Associates
Illinois
$4.12M 38,174 +183 +0.5%
PSUF
152
People's United Financial
Connecticut
$4.09M 37,904 +417 +1%
SCG
153
Sonata Capital Group
Washington
$4.08M 37,761 -5,531 -13%
Northern Trust
154
Northern Trust
Illinois
$4.06M 37,605 +1,927 +5%
SAM
155
Silvercrest Asset Management
New York
$4.04M 37,410 -150 -0.4%
Invesco
156
Invesco
Georgia
$3.94M 36,471 +1,044 +3%
TWA
157
Tillar-Wenstrup Advisors
Ohio
$3.93M 36,383 -2,378 -6%
SFS
158
Sowell Financial Services
Arkansas
$3.89M 35,489 -717 -2%
IA
159
IFP Advisors
Florida
$3.86M 35,778 -5,107 -12%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$3.79M 35,127 +3,825 +12%
B
161
Bailard
California
$3.71M 34,347 +722 +2%
GWM
162
Geneos Wealth Management
Colorado
$3.67M 33,996 +137 +0.4%
FNBT
163
FineMark National Bank & Trust
Florida
$3.66M 33,895 -392 -1%
FMW
164
Farr Miller & Washington
District of Columbia
$3.65M 33,831 +271 +0.8%
SNT
165
Security National Trust
West Virginia
$3.64M 33,745 -1,510 -4%
AWM
166
Avior Wealth Management
Nebraska
$3.63M 33,656 +941 +3%
SRSA
167
S.R. Schill & Associates
Washington
$3.62M 33,521 -5,819 -15%
CCM
168
Cribstone Capital Management
Maine
$3.62M 33,500 -2,654 -7%
FHC
169
First Heartland Consultants
Missouri
$3.58M 33,153 -116 -0.3%
CA
170
Cetera Advisors
Colorado
$3.45M 31,930 +2,389 +8%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$3.4M 31,551 +14,294 +83%
IA
172
Independence Advisors
Pennsylvania
$3.35M 31,021 -265 -0.8%
IFS
173
Ifrah Financial Services
Arkansas
$3.22M 29,819 +74 +0.2%
SEIA
174
Signature Estate & Investment Advisors
California
$3.21M 29,771 +364 +1%
NPC
175
National Planning Corporation
California
$3.21M 29,721 -9,572 -24%
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