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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.

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
ICOA
3
Investment Centers of America
North Dakota
$0
4
HCM
4
Highfields Capital Management
Massachusetts
$0
5
GI
5
Glovista Investments
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.13B 9,929,032 -788,978 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B 9,760,354 +909,214 +10%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$887M 7,761,638 +1,214,659 +19%
Wells Fargo
4
Wells Fargo
California
$869M 7,603,518 +214,419 +3%
Bank of America
5
Bank of America
North Carolina
$766M 6,706,868 +525,942 +9%
VA
6
Valmark Advisers
Ohio
$398M 3,485,899 -1,155,048 -25%
UBS Group
7
UBS Group
Switzerland
$364M 3,189,888 -126,580 -4%
Stifel Financial
8
Stifel Financial
Missouri
$218M 1,908,802 +161,655 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$208M 1,817,276 -37,647 -2%
LPL Financial
10
LPL Financial
California
$193M 1,692,187 +403,391 +31%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$167M 1,458,329 -38,335 -3%
Betterment LLC
12
Betterment LLC
New York
$162M 1,418,257 -39,717 -3%
M&T Bank
13
M&T Bank
New York
$146M 1,281,551 -5,382 -0.4%
Goldman Sachs
14
Goldman Sachs
New York
$124M 1,081,674 +187,622 +21%
Franklin Resources
15
Franklin Resources
California
$120M 1,050,759 -25,637 -2%
SEI Investments
16
SEI Investments
Pennsylvania
$113M 988,925 +856,802 +648%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$93M 814,269 +55,280 +7%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$76.9M 672,861 +125,762 +23%
Ameriprise
19
Ameriprise
Minnesota
$75.1M 657,085 +33,302 +5%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$74.9M 655,446 +494,090 +306%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$74.2M 649,323 +34,670 +6%
MMA
22
Miracle Mile Advisors
California
$67.4M 590,307 -108,858 -16%
KeyBank National Association
23
KeyBank National Association
Ohio
$63.2M 553,240 -11,997 -2%
US Bancorp
24
US Bancorp
Minnesota
$54.7M 478,905 +45,301 +10%
HFBOT
25
Home Federal Bank of Tennessee
Tennessee
$54.6M 477,802 +199 +0%
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