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iShares S&P 500 Value ETF
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Overview Fund Activity

442 hedge funds and large institutions have $6.73B invested in iShares S&P 500 Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
11.81%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
1.31%
New
33
Increased
176
Reduced
143
Closed
24
Calls
$6.3M
Puts
$5.36M
Net Calls
+$941K
Net Calls Change
+$7.45M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$134M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$511M
3
BOH
3
Bank of Hawaii
Hawaii
$34.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$935M
5
HNB
5
Huntington National Bank
Ohio
$32.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$22.4M
2
Franklin Resources
2
Franklin Resources
California
$82.3M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$39.1M
4
PA
4
Probity Advisors
Texas
$15.3M
5
PAS
5
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
201
Cetera Advisor Networks
California
$1.48M +$181K +1,903 +14%
CCFCSB
202
Cape Cod Five Cents Savings Bank
Massachusetts
$1.45M -$25.5K -268 -2%
BA
203
Bristlecone Advisors
Washington
$1.45M – – –
VFA
204
Voya Financial Advisors
Connecticut
$1.43M +$395K +4,198 +38%
SIA
205
Starfire Investment Advisers
Michigan
$1.42M – – –
1GA
206
1st Global Advisors
Texas
$1.38M – – –
VIA
207
Vantage Investment Advisors
Pennsylvania
$1.34M -$260K -2,740 -16%
HW
208
Hancock Whitney
Mississippi
$1.32M +$304K +3,204 +30%
FIM
209
Freedom Investment Management
Connecticut
$1.29M +$250K +2,633 +24%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.27M -$11.4K -120 -0.9%
GF
211
Gerstein Fisher
New York
$1.27M +$95 +1 +0%
CCMG
212
Clark Capital Management Group
Pennsylvania
$1.26M -$8.72M -91,849 -87%
TNB
213
Thomasville National Bank
Georgia
$1.25M -$16.3K -172 -1%
TFCP
214
Twin Focus Capital Partners
Massachusetts
$1.24M +$3.71K +39 +0.3%
NFG
215
Next Financial Group
Texas
$1.24M +$349K +3,678 +39%
FPFS
216
First Personal Financial Services
North Carolina
$1.23M -$1.43M -15,045 -54%
AWM
217
Affinity Wealth Management
Delaware
$1.19M -$757K -7,956 -39%
HS
218
Huntington Steele
Pennsylvania
$1.18M +$58.7K +618 +5%
AL
219
Aspiriant LLC
California
$1.17M -$60.1K -633 -5%
TH
220
Timber Hill
Connecticut
$1.16M -$415K -4,373 -26%
OC
221
Oppenheimer & Co
New York
$1.13M -$22.2K -234 -2%
ECM
222
ETrade Capital Management
Virginia
$1.12M -$65.9K -694 -6%
HB
223
Homrich & Berg
Georgia
$1.11M +$38K +400 +4%
APSP
224
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.1M +$6.27K +66 +0.6%
HT
225
Hefren-Tillotson
Pennsylvania
$1.08M -$29.2K -308 -3%
7 8
9
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