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iShares S&P 500 Value ETF
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Overview Fund Activity

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$291M
2
Bank of America
Bank of America
North Carolina
$586M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
4
Wells Fargo
Wells Fargo
California
$732M
5
Morgan Stanley
Morgan Stanley
New York
$1.07B

Top Sellers

1
VA
Valmark Advisers
Ohio
$446M
2
UCFA
United Capital Financial Advisors
Texas
$43.7M
3
HI
Horizon Investments
North Carolina
$363K
4
US Bancorp
US Bancorp
Minnesota
$38.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
176
Signature Estate & Investment Advisors
California
$3.19M -$183K -1,807 -5%
SIAM
177
Sterling Investment Advisors (Missouri)
Missouri
$3.15M -$73.6K -726 -2%
BIM
178
BlackRock Investment Management
Delaware
$3.13M +$492K +4,849 +19%
OAM
179
Occidental Asset Management
California
$3.11M +$141K +1,387 +5%
IFS
180
Ifrah Financial Services
Arkansas
$3.11M -$9.43K -93 -0.3%
TH
181
Timber Hill
Connecticut
$3.09M +$1.86M +18,322 +151%
SNT
182
Security National Trust
West Virginia
$3.05M +$227K +2,235 +8%
GWA
183
Guidant Wealth Advisors
Illinois
$2.99M -$1.95M -19,047 -39%
SFS
184
Sowell Financial Services
Arkansas
$2.99M +$2.99M +28,388 New
NB
185
Nicolet Bankshares
Wisconsin
$2.89M -$60.6K -598 -2%
CCMG
186
Clark Capital Management Group
Pennsylvania
$2.84M +$1.49M +14,720 +111%
TD Asset Management
187
TD Asset Management
Ontario, Canada
$2.78M +$234K +2,306 +9%
APP
188
Avantax Planning Partners
Iowa
$2.77M +$2.77M +27,290 New
AWM
189
Avior Wealth Management
Nebraska
$2.76M +$120K +1,183 +5%
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.73M +$20.4K +201 +0.8%
Invesco
191
Invesco
Georgia
$2.71M +$124K +1,226 +5%
NSB
192
Norway Savings Bank
Maine
$2.65M +$2.65M +26,108 New
CC
193
Cadinha & Co
Hawaii
$2.52M -$333K -3,281 -12%
FMW
194
Farr Miller & Washington
District of Columbia
$2.5M +$258K +2,544 +12%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$2.48M +$2.47M +24,384 +23,004%
FMP
196
Financial Management Professionals
Texas
$2.44M -$211K -2,085 -8%
WAM
197
Wealthspire Advisors (Maryland)
Maryland
$2.4M -$93K -917 -4%
SG Americas Securities
198
SG Americas Securities
New York
$2.35M +$2.35M +23,141 New
WP
199
WMS Partners
Maryland
$2.3M -$167K -1,651 -7%
PFA
200
Pinnacle Family Advisors
Missouri
$2.29M +$2.29M +22,542 New
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