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iShares S&P 500 Value ETF

416 hedge funds and large institutions have $6.23B invested in iShares S&P 500 Value ETF in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+18
Holders Change %
+4.52%
% of All Funds
11.1%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.39%
New
47
Increased
160
Reduced
127
Closed
26
Calls
$7.27M
Puts
$15.8M
Net Calls
-$8.55M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$943K -$36.1K -401 -4%
TFF
227
The Family Firm
Maryland
$933K +$9K +100 +1%
FA
228
FDx Advisors
Illinois
$914K +$283K +3,147 +45%
SC
229
Savant Capital
Illinois
$892K -$39.7K -441 -4%
BP
230
Ballentine Partners
Massachusetts
$889K +$78K +868 +10%
SFA
231
Sequoia Financial Advisors
Ohio
$885K -$167K -1,856 -16%
LFG
232
LifePlan Financial Group
Ohio
$853K +$25.7K +286 +3%
FIM
233
Freedom Investment Management
Connecticut
$848K -$52.3K -582 -6%
PFP
234
Pinnacle Financial Partners
Tennessee
$809K +$50.9K +566 +7%
JIC
235
Johnson Investment Counsel
Ohio
$803K +$121K +1,344 +18%
IFA
236
Interactive Financial Advisors
Illinois
$781K -$2.97K -33 -0.4%
DPI
237
Diversified Portfolios Inc
Michigan
$781K
ELC
238
Edgar Lomax Company
Virginia
$760K +$98.3K +1,094 +15%
SC
239
Stratford Consulting
Texas
$744K -$1.35K -15 -0.2%
CWM
240
Confluence Wealth Management
Oregon
$722K +$9.18K +102 +1%
Allianz Asset Management
241
Allianz Asset Management
Germany
$719K
ABC
242
Associated Banc-Corp
Wisconsin
$688K
CFG
243
Citizens Financial Group
Rhode Island
$682K -$27.4K -305 -4%
EWM
244
Evercore Wealth Management
New York
$668K
MG
245
Mather Group
Illinois
$658K +$49.9K +555 +8%
ACM
246
Azimuth Capital Management
Michigan
$656K -$99.3K -1,105 -13%
NFG
247
Nations Financial Group
Iowa
$637K +$28.4K +316 +5%
Simplex Trading
248
Simplex Trading
Illinois
$635K +$632K +7,039 +23,463%
LNC
249
Lincoln National Corp
Pennsylvania
$632K -$96.2K -1,070 -13%
TIA
250
Tiemann Investment Advisors
California
$629K -$90 -1 -0%