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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
1
Huntington National Bank
Ohio
$39.7M
2
PAS
2
Park Avenue Securities
New York
$0
3
BlackRock
3
BlackRock
New York
$41.8M
4
TAT
4
TD Ameritrade Trust
Colorado
$10.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$2.27M -$104K -960 -4%
CS
202
Credit Suisse
Switzerland
$2.26M -$651K -6,036 -22%
WP
203
WMS Partners
Maryland
$2.23M -$86K -797 -4%
MGIA
204
Matthew Goff Investment Advisor
Texas
$2.15M +$2.15M +19,901 New
CB
205
Commerce Bank
Missouri
$2.14M +$1.63M +15,144 +324%
BOTW
206
Bank of the West
California
$2.13M -$29K -269 -1%
HJMC
207
Hellman Jordan Management Company
Massachusetts
$2.1M +$2.1M +19,500 New
DE
208
Day & Ennis
Georgia
$2.09M -$150K -1,390 -7%
HS
209
Horan Securities
United States
$2.07M -$197K -1,812 -9%
RFS
210
Rockefeller Financial Services
New York
$2.06M – – –
VFA
211
Voya Financial Advisors
Connecticut
$2.04M +$20.1K +187 +1%
IF
212
Ironwood Financial
Arizona
$2.04M -$108 -1 -0%
GG
213
GenWealth Group
New Jersey
$2.03M +$604K +5,603 +42%
FMC
214
First Merchants Corp
Indiana
$2.02M -$108 -1 -0%
MIAN
215
Mariner Independent Advisor Network
Kansas
$2M +$743K +6,882 +59%
Millennium Management
216
Millennium Management
New York
$1.98M -$1.23M -11,360 -38%
TF
217
TIAA FSB
Florida
$1.98M +$90.5K +839 +5%
HA
218
Hamel Associates
New Jersey
$1.98M -$16.2K -150 -0.8%
MFT
219
Moisand Fitzgerald Tamayo
Florida
$1.89M -$1.51K -14 -0.1%
AllianceBernstein
220
AllianceBernstein
Tennessee
$1.86M -$50.7K -470 -3%
VIA
221
Vantage Investment Advisors
Pennsylvania
$1.83M +$14.1K +131 +0.8%
GWA
222
Guidant Wealth Advisors
Illinois
$1.83M -$35.4K -326 -2%
BCI
223
Brinker Capital Investments
Pennsylvania
$1.78M +$316K +2,928 +22%
Two Sigma Investments
224
Two Sigma Investments
New York
$1.69M -$5.86M -54,300 -78%
MAM
225
Marquette Asset Management
Minnesota
$1.69M – – –
7 8
9
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