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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.

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
1
Envestnet Asset Management
Illinois
$848M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$425M
3
BlackRock
3
BlackRock
New York
$142M
4
SIM
4
Scottrade Investment Management
Missouri
$306M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$61.1M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$9.59M
2
GC
2
Guggenheim Capital
Illinois
$128K
3
CAL
3
Capital Analysts LLC
Pennsylvania
$2.88M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.69M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.12B 10,719,411 +136,626 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$848M 8,149,876 +1,651,254 +25%
Wells Fargo
3
Wells Fargo
California
$754M 7,248,879 +32,091 +0.4%
Bank of America
4
Bank of America
North Carolina
$594M 5,712,388 -64,345 -1%
VA
5
Valmark Advisers
Ohio
$480M 4,616,989 +222,116 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$425M 4,084,710 +1,216,785 +42%
UBS Group
7
UBS Group
Switzerland
$343M 3,298,561 +67,015 +2%
SIM
8
Scottrade Investment Management
Missouri
$306M 2,944,824 +968,921 +49%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$201M 1,928,281 -67,951 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$178M 1,711,903 -32,664 -2%
LPL Financial
11
LPL Financial
California
$168M 1,615,977 +142,938 +10%
Stifel Financial
12
Stifel Financial
Missouri
$159M 1,532,056 +264,918 +21%
Betterment LLC
13
Betterment LLC
New York
$154M 1,476,731 -31,629 -2%
BlackRock
14
BlackRock
New York
$142M 1,368,708 +1,020,881 +294%
M&T Bank
15
M&T Bank
New York
$140M 1,344,499 -56,919 -4%
Franklin Resources
16
Franklin Resources
California
$129M 1,243,955 -47,349 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$104M 1,003,579 +8,270 +0.8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$85.9M 825,563 -1,663 -0.2%
MMA
19
Miracle Mile Advisors
California
$80.6M 774,480 +243,441 +46%
KeyBank National Association
20
KeyBank National Association
Ohio
$62.2M 597,612 -9,098 -1%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$61.1M 587,550 +580,727 +8,511%
SAS
22
Sage Advisory Services
Texas
$56.2M 540,520 +23,833 +5%
FHB
23
First Hawaiian Bank
Hawaii
$52.6M 505,238 -38,096 -7%
Ameriprise
24
Ameriprise
Minnesota
$52.5M 504,478 +132,609 +36%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$52.2M 502,160 +22,287 +5%
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