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iShares S&P 500 Value ETF

526 hedge funds and large institutions have $9.1B invested in iShares S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 191 reducing their positions, and 34 closing their positions.

Holders
526
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
13.13%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
1.37%
New
44
Increased
176
Reduced
191
Closed
34
Calls
$2.4M
Puts
$924K
Net Calls
+$1.48M
Net Calls Change
+$1.93M
Name Market Value Shares Shares
Change
Shares
Change %
BWA
276
BlueSky Wealth Advisors
North Carolina
$895K 8,531 -43 -0.5%
DPI
277
Diversified Portfolios Inc
Michigan
$893K 8,504
PFP
278
Pinnacle Financial Partners
Tennessee
$864K 8,227 -340 -4%
FPFS
279
First Personal Financial Services
North Carolina
$863K 8,225
LNC
280
Lincoln National Corp
Pennsylvania
$863K 8,221 +19 +0.2%
SC
281
Stratford Consulting
Texas
$838K 7,982
CWM
282
Confluence Wealth Management
Oregon
$835K 7,959
KA
283
Kovack Advisors
Florida
$814K 7,755 +232 +3%
PMAM
284
Picton Mahoney Asset Management
Ontario, Canada
$808K 7,700 +7,700 New
Two Sigma Advisers
285
Two Sigma Advisers
New York
$798K 7,600 +7,600 New
KPCM
286
Kings Point Capital Management
New York
$793K 7,551
EWM
287
Evercore Wealth Management
New York
$780K 7,427
CFG
288
Citizens Financial Group
Rhode Island
$776K 7,391 -190 -3%
CIAS
289
Capital Investment Advisory Services
North Carolina
$766K 7,299 +130 +2%
SFA
290
Sequoia Financial Advisors
Ohio
$758K 7,221 +2,637 +58%
MC
291
Mathes Company
New York
$745K 7,100
DAS
292
Dynamic Advisor Solutions
Arizona
$744K 7,084 -412 -5%
RCA
293
Rex Capital Advisors
Rhode Island
$744K 7,089
EAMA
294
EFG Asset Management (Americas)
Florida
$736K 7,009 +179 +3%
FHA
295
Flagship Harbor Advisors
Massachusetts
$731K 6,977 -270 -4%
NFG
296
Nations Financial Group
Iowa
$726K 6,918 +1,331 +24%
TFCP
297
Twin Focus Capital Partners
Massachusetts
$707K 6,733 +650 +11%
IFA
298
Interactive Financial Advisors
Illinois
$696K 6,632 -131 -2%
TCM
299
Tuttle Capital Management
Connecticut
$693K 6,603 +6,603 New
RIA
300
Regal Investment Advisors
Michigan
$692K 6,591 +673 +11%