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iShares S&P 500 Value ETF

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
EAMA
326
EFG Asset Management (Americas)
Florida
$572K +$304 +3 +0.1%
BSW
327
Buckingham Strategic Wealth
Missouri
$564K +$84K +829 +17%
PNAA
328
Pictet North America Advisors
Switzerland
$558K
BDF
329
Balasa Dinverno & Foltz
$557K
IIC
330
Integrated Investment Consultants
Michigan
$555K
SFA
331
Sequoia Financial Advisors
Ohio
$554K -$37.7K -372 -6%
PP
332
PagnatoKarp Partners
Virginia
$549K +$549K +5,420 New
QCG
333
Quadrant Capital Group
Ohio
$546K +$16.6K +165 +3%
TFO
334
Tarbox Family Office
California
$541K
AFP
335
Ausdal Financial Partners
Iowa
$537K +$75.9K +749 +16%
EWA
336
EP Wealth Advisors
California
$533K +$124K +1,222 +30%
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$527K +$527K +5,177 New
MWM
338
Mission Wealth Management
California
$523K +$85.4K +843 +20%
SS
339
Simplicity Solutions
Minnesota
$516K +$516K +5,088 New
FNBTCON
340
First National Bank & Trust Co of Newtown
Pennsylvania
$508K -$27.4K -270 -5%
CCP
341
Corient Capital Partners
California
$508K
LWAC
342
Laurel Wealth Advisors (California)
California
$507K +$47.5K +469 +10%
NDSI
343
Newman Dignan & Sheerar Inc
Rhode Island
$505K -$63.3K -624 -11%
JIR
344
James Investment Research
Ohio
$499K
BFEC
345
Benjamin F. Edwards & Company
Missouri
$498K +$71.6K +706 +17%
FMBTD
346
First Midwest Bank Trust Division
Illinois
$483K +$255K +2,510 +112%
GT
347
Glenmede Trust
Pennsylvania
$481K +$70.1K +692 +17%
WEC
348
Winslow Evans & Crocker
Massachusetts
$477K +$5.88K +58 +1%
GRP
349
Global Retirement Partners
California
$477K +$477K +4,708 New
SWA
350
SFMG Wealth Advisors
Texas
$473K