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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
RMCM
326
Reynders McVeigh Capital Management
Massachusetts
$587K -$52.4K -500 -8%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$586K -$58.4K -557 -9%
OIA
328
OneDigital Investment Advisors
Kansas
$580K +$580K +5,525 New
PNAA
329
Pictet North America Advisors
Switzerland
$577K
ABC
330
Associated Banc-Corp
Wisconsin
$577K
BPC
331
Banque Pictet & Cie
Switzerland
$577K
BDF
332
Balasa Dinverno & Foltz
$577K
WIC
333
Whitegate Investment Counselors
New Hampshire
$576K +$17.5K +167 +3%
IIC
334
Integrated Investment Consultants
Michigan
$574K -$945 -9 -0.2%
JA
335
JOYN Advisors
Georgia
$572K -$148K -1,410 -21%
DADC
336
D.A. Davidson & Co
Montana
$572K -$43.5K -414 -7%
BFO
337
Boston Family Office
Massachusetts
$570K +$570K +5,435 New
CA
338
Commerzbank Aktiengesellschaft
Germany
$568K +$105K +1,000 +23%
EWA
339
EP Wealth Advisors
California
$567K +$15.2K +145 +3%
TFO
340
Tarbox Family Office
California
$561K
WTB
341
Washington Trust Bank
Washington
$559K -$150K -1,426 -21%
RSA
342
Robertson Stephens Advisors
California
$546K -$222K -2,109 -29%
FMWA
343
Forvis Mazars Wealth Advisors
Missouri
$546K -$165K -1,570 -23%
MWM
344
Mission Wealth Management
California
$542K
CCP
345
Corient Capital Partners
California
$526K
RPG
346
Risk Paradigm Group
Texas
$525K
CLOS
347
Compagnie Lombard Odier SCmA
Switzerland
$525K -$767K -7,300 -59%
CFA
348
Camarda Financial Advisors
Florida
$518K -$476K -4,535 -48%
JIR
349
James Investment Research
Ohio
$516K
NDSI
350
Newman Dignan & Sheerar Inc
Rhode Island
$510K -$13.3K -127 -3%