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iShares S&P 500 Value ETF
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Overview Fund Activity

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
Bank of America
4
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
HNB
3
Huntington National Bank
Ohio
$45M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
HCM
5
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
201
Synovus Financial
Georgia
$3.06M +$169K +1,479 +6%
NB
202
Nicolet Bankshares
Wisconsin
$3.05M – – –
NSB
203
Norway Savings Bank
Maine
$3.04M -$28.6K -250 -0.9%
DWM
204
Darwin Wealth Management
Florida
$3.01M +$84.2K +737 +3%
HW
205
Hancock Whitney
Mississippi
$3M +$1.36M +11,866 +83%
ALIONA
206
Allianz Life Insurance of North America
Minnesota
$2.89M +$396K +3,463 +16%
WWM
207
Windsor Wealth Management
Indiana
$2.89M +$2.89M +25,268 New
First Trust Advisors
208
First Trust Advisors
Illinois
$2.87M +$64K +560 +2%
PWS
209
Paragon Wealth Strategies
Florida
$2.74M -$120K -1,049 -4%
SCM
210
Stordahl Capital Management
Colorado
$2.7M +$2.7M +23,648 New
GCA
211
Guardian Capital Advisors
Ontario, Canada
$2.66M +$2.66M +22,350 New
CC
212
Cadinha & Co
Hawaii
$2.61M -$7.43K -65 -0.3%
BTS
213
BB&T Securities
Virginia
$2.57M -$299K -2,614 -10%
BUB
214
BBVA USA Bancshares
Texas
$2.56M -$395K -3,453 -13%
MA
215
Mutual Advisors
Nebraska
$2.56M +$2.56M +22,402 New
PP
216
Palladium Partners
Virginia
$2.51M -$145K -1,269 -5%
BOTW
217
Bank of the West
California
$2.48M +$226K +1,980 +10%
CB
218
Commerce Bank
Missouri
$2.44M +$174K +1,525 +8%
NEIRG
219
New England Investment & Retirement Group
Massachusetts
$2.41M -$87K -761 -3%
CAN
220
Cetera Advisor Networks
California
$2.39M -$116K -1,018 -5%
SXL
221
Summit X LLC
Missouri
$2.39M +$732K +6,389 +44%
HS
222
Horan Securities
United States
$2.31M +$63.1K +533 +3%
VFA
223
Voya Financial Advisors
Connecticut
$2.27M +$104K +912 +5%
MGIA
224
Matthew Goff Investment Advisor
Texas
$2.27M -$6.05K -53 -0.3%
DE
225
Day & Ennis
Georgia
$2.24M +$31.8K +278 +1%
7 8
9
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