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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
CCMD
351
Cypress Capital Management (Delaware)
Delaware
$226K
ACM
352
Argent Capital Management
Missouri
$225K -$2.01M -22,355 -90%
IA
353
IFP Advisors
Florida
$225K -$1.17M -10,514 -84%
FMWA
354
Forvis Mazars Wealth Advisors
Missouri
$225K
DMC
355
Drexel Morgan & Co
Pennsylvania
$223K
HCIA
356
Hochman Cole Investment Advisors
Illinois
$222K
HSA
357
HBK Sorce Advisory
Pennsylvania
$217K -$109K -1,215 -33%
BMM
358
Berkshire Money Management
Massachusetts
$215K
MWP
359
MYCIO Wealth Partners
Pennsylvania
$213K -$7.82K -87 -4%
OC
360
Oarsman Capital
Wisconsin
$209K +$209K +2,328 New
SSB
361
Sandy Spring Bank
Maryland
$201K +$201K +2,238 New
FMBTD
362
First Midwest Bank Trust Division
Illinois
$201K +$201K +2,240 New
ACM
363
Armbruster Capital Management
New York
$200K
CTC
364
Central Trust Company
Missouri
$194K
AF
365
Arrow Financial
New York
$184K
WTC
366
WhitTier Trust Company
Nevada
$184K
KLI
367
Kelman-Lazarov Inc
Tennessee
$153K +$153K +1,700 New
SFPM
368
Sensible Financial Planning & Management
Massachusetts
$142K -$207K -2,305 -59%
BBHC
369
Brown Brothers Harriman & Co
New York
$139K
HWP
370
Hefty Wealth Partners
Indiana
$129K -$19.2K -214 -13%
BC
371
Bartlett & Co
Ohio
$129K +$41.9K +465 +48%
LWA
372
Lenox Wealth Advisors
New York
$126K +$126K +1,400 New
SBL
373
Sargent Bickham Lagudis
Colorado
$117K +$117K +1,299 New
ARMC
374
American Research & Management Company
Massachusetts
$116K
LWM
375
LBA Wealth Management
Florida
$114K