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iShares S&P 500 Value ETF
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Overview Fund Activity

523 hedge funds and large institutions have $9B invested in iShares S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.04%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.65%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$172M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$127M
3
BlackRock
BlackRock
New York
+$106M
4
SIM
Scottrade Investment Management
Missouri
+$101M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$60.4M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
-$63.2M
2
GC
Guggenheim Capital
Illinois
-$59.7M
3
CAL
Capital Analysts LLC
Pennsylvania
-$33.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$31.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
Independence Advisors
Pennsylvania
$3.38M -$107K -1,031 -3%
Two Sigma Investments
177
Two Sigma Investments
New York
$3.38M +$2.48M +23,800 +274%
PWS
178
Paragon Wealth Strategies
Florida
$3.38M -$114K -1,097 -3%
BUB
179
BBVA USA Bancshares
Texas
$3.37M -$4.89K -47 -0.1%
SFS
180
Sowell Financial Services
Arkansas
$3.31M +$365K +3,512 +12%
SIAM
181
Sterling Investment Advisors (Missouri)
Missouri
$3.31M +$74.7K +718 +2%
FMW
182
Farr Miller & Washington
District of Columbia
$3.22M +$655K +6,293 +26%
Invesco
183
Invesco
Georgia
$3.15M +$369K +3,546 +13%
HFS
184
HL Financial Services
Kentucky
$3.1M +$2.63M +25,265 +561%
IFS
185
Ifrah Financial Services
Arkansas
$3.08M -$105K -1,011 -3%
AWM
186
Avior Wealth Management
Nebraska
$3.05M +$218K +2,091 +8%
PB
187
Pinnacle Bancorp
Nebraska
$2.98M +$2.98M +28,651 New
SEIA
188
Signature Estate & Investment Advisors
California
$2.96M -$313K -3,012 -10%
NB
189
Nicolet Bankshares
Wisconsin
$2.9M -$62.9K -605 -2%
GA
190
Geneva Advisors
Illinois
$2.88M +$643K +6,180 +29%
TD Asset Management
191
TD Asset Management
Ontario, Canada
$2.88M +$33.6K +323 +1%
JFGIW
192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.88M +$75.4K +725 +3%
CAL
193
Capital Analysts LLC
Pennsylvania
$2.88M -$33.1M -318,036 -92%
FMP
194
Financial Management Professionals
Texas
$2.84M +$333K +3,203 +13%
NSB
195
Norway Savings Bank
Maine
$2.78M +$61.9K +595 +2%
ALIONA
196
Allianz Life Insurance of North America
Minnesota
$2.76M +$2.76M +26,507 New
APP
197
Avantax Planning Partners
Iowa
$2.75M -$86.7K -833 -3%
JIC
198
Johnson Investment Counsel
Ohio
$2.5M +$1.53M +14,700 +157%
CC
199
Cadinha & Co
Hawaii
$2.44M -$152K -1,463 -6%
First Trust Advisors
200
First Trust Advisors
Illinois
$2.43M +$157K +1,511 +7%
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