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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.

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
PAS
1
Park Avenue Securities
New York
$0
2
BlackRock
2
BlackRock
New York
$41.8M
3
TAT
3
TD Ameritrade Trust
Colorado
$10.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$162M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$37.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.16B 10,718,010 -6,210 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$955M 8,851,140 +287,986 +3%
Wells Fargo
3
Wells Fargo
California
$797M 7,389,099 -36,080 -0.5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$706M 6,546,979 +1,242,190 +23%
Bank of America
5
Bank of America
North Carolina
$667M 6,180,926 +167,699 +3%
VA
6
Valmark Advisers
Ohio
$501M 4,640,947 -15,919 -0.3%
SIM
7
Scottrade Investment Management
Missouri
$372M 3,450,809 +278,504 +9%
UBS Group
8
UBS Group
Switzerland
$358M 3,316,468 +46,595 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$200M 1,854,923 -34,984 -2%
Stifel Financial
10
Stifel Financial
Missouri
$189M 1,747,147 -4,647 -0.3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$162M 1,496,664 -122,943 -8%
Betterment LLC
12
Betterment LLC
New York
$157M 1,457,974 -24,197 -2%
LPL Financial
13
LPL Financial
California
$139M 1,288,796 -78,033 -6%
M&T Bank
14
M&T Bank
New York
$139M 1,286,933 -19,485 -1%
Franklin Resources
15
Franklin Resources
California
$116M 1,076,396 -76,700 -7%
Goldman Sachs
16
Goldman Sachs
New York
$96.5M 894,052 +55,565 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$81.9M 758,989 +763 +0.1%
MMA
18
Miracle Mile Advisors
California
$75.4M 699,165 -68,387 -9%
Ameriprise
19
Ameriprise
Minnesota
$67.3M 623,783 +70,329 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66.3M 614,653 +18,604 +3%
KeyBank National Association
21
KeyBank National Association
Ohio
$61M 565,237 -13,721 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$59M 547,099 +8,542 +2%
HFBOT
23
Home Federal Bank of Tennessee
Tennessee
$51.5M 477,603 +8,659 +2%
FHB
24
First Hawaiian Bank
Hawaii
$51.2M 474,842 +438 +0.1%
RJA
25
Raymond James & Associates
Florida
$47.3M 438,234 +644 +0.1%
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