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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.

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 Market Value Shares Shares
Change
Shares
Change %
SPWA
326
SteelBridge Private Wealth Advisors
Florida
$294K 3,264 +3,264 New
CB
327
Commerce Bank
Missouri
$293K 3,254 +432 +15%
CIA
328
Choate Investment Advisors
Massachusetts
$288K 3,202 +762 +31%
GA
329
Geneva Advisors
Illinois
$286K 3,180
EWA
330
EP Wealth Advisors
California
$282K 3,139 -3,800 -55%
CCM
331
Colorado Capital Management
Colorado
$282K 3,145
HPWM
332
Highland Private Wealth Management
Washington
$282K 3,140
WCM
333
Wealthcare Capital Management
Virginia
$280K 3,113 -236 -7%
SMH
334
Sanders Morris Harris
Texas
$277K 3,079 +3,079 New
CWM
335
Concert Wealth Management
California
$276K 3,061 +395 +15%
CCT
336
Country Club Trust
Missouri
$270K 3,000 +3,000 New
CAL
337
Capital Advisors Ltd
Ohio
$266K 2,956 +5 +0.2%
PIM
338
Parker Investment Management
California
$266K 2,956 +2,956 New
BPCE
339
Bank Pictet & Cie (Europe)
Germany
$265K 2,950
SYBT
340
Stock Yards Bank & Trust
Kentucky
$263K 2,933 -55 -2%
SIMM
341
Stillwater Investment Management (Minnesota)
Minnesota
$260K 2,890 +17 +0.6%
CL
342
CPWM LLC
Washington
$259K 2,879 -747 -21%
DY
343
Dowling & Yahnke
California
$259K 2,875
MBT
344
Montecito Bank & Trust
California
$256K 2,850
WSFS
345
Wilmington Savings Fund Society
Delaware
$251K 2,795 +104 +4%
JGIA
346
Jackson Grant Investment Advisers
Connecticut
$247K 2,746 +18 +0.7%
MC
347
Mathes Company
New York
$234K 2,600
LCM
348
Lucas Capital Management
New Jersey
$233K 2,589 +16 +0.6%
CMP
349
Courage Miller Partners
Virginia
$231K 2,567 -6 -0.2%
AIA
350
Alerus Investment Advisors
Minnesota
$227K 2,524