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iShares S&P 500 Value ETF

439 hedge funds and large institutions have $6.59B invested in iShares S&P 500 Value ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+23
Holders Change %
+5.53%
% of All Funds
11.73%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
1.44%
New
53
Increased
170
Reduced
135
Closed
26
Calls
$6.9M
Puts
$13.4M
Net Calls
-$6.51M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Shares
Change %
VKH
301
Virtu KCG Holdings
New York
$451K -$114K -1,224 -20%
RCA
302
Rex Capital Advisors
Rhode Island
$451K
CIM
303
Confluence Investment Management
Missouri
$446K +$26.6K +287 +6%
BSW
304
Buckingham Strategic Wealth
Missouri
$441K -$11.5K -124 -3%
CWM
305
Concert Wealth Management
California
$439K +$156K +1,692 +55%
AFP
306
Ausdal Financial Partners
Iowa
$436K -$8.08K -87 -2%
SWA
307
SFMG Wealth Advisors
Texas
$434K -$1.12K -12 -0.3%
CIA
308
Covington Investment Advisors
Pennsylvania
$432K
PBO
309
Peoples Bank (Ohio)
Ohio
$429K -$121K -1,309 -22%
AC
310
Alexandria Capital
Virginia
$427K +$1.3K +14 +0.3%
EAMA
311
EFG Asset Management (Americas)
Florida
$427K +$427K +4,600 New
LWAC
312
Laurel Wealth Advisors (California)
California
$422K -$20.1K -216 -5%
VWA
313
V Wealth Advisors
Kansas
$410K +$464 +5 +0.1%
LWM
314
Lenox Wealth Management
Ohio
$399K
LW
315
Linscomb Wealth
Texas
$399K
FCI
316
Financial Counselors Inc
Kansas
$397K -$4.83K -52 -1%
PA
317
Parkside Advisors
California
$395K
ZCA
318
Zeke Capital Advisors
Pennsylvania
$387K
CPO
319
Cerity Partners OCIO
New York
$387K
BFPW
320
BOK Financial Private Wealth
Colorado
$384K +$384K +4,132 New
Truist Financial
321
Truist Financial
North Carolina
$378K -$109K -1,171 -22%
BSB
322
Bangor Savings Bank
Maine
$377K
GT
323
Glenmede Trust
Pennsylvania
$376K
EWA
324
EP Wealth Advisors
California
$375K +$83.6K +900 +29%
WEC
325
Winslow Evans & Crocker
Massachusetts
$375K