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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 %
KKAMG
376
Kernodle & Katon Asset Management Group
Arkansas
$86K 961
GAM
377
Gemmer Asset Management
California
$86K 966 +251 +35%
KF
378
Krilogy Financial
Missouri
$86K 951 +951 New
JIC
379
Joel Isaacson & Co
New York
$82K 911 +550 +152%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$74K 828 -117 -12%
JFA
381
JNBA Financial Advisors
Minnesota
$72K 804
WA
382
WFG Advisors
Texas
$72K 797
CFA
383
Carroll Financial Associates
North Carolina
$66K 740
CPIG
384
Chicago Partners Investment Group
Illinois
$64K 708 -910 -56%
HCM
385
Horrell Capital Management
Arkansas
$58K 650
MWM
386
MinichMacGregor Wealth Management
New York
$57K 643
DSC
387
Duncker Streett & Co
Missouri
$54K 600
UFA
388
US Financial Advisors
Massachusetts
$50K 559
TDC
389
Thompson Davis & Co
Virginia
$48K 533 -26 -5%
TCM
390
TD Capital Management
Tennessee
$47K 525 -438 -45%
PMFA
391
Plante Moran Financial Advisors
Michigan
$45K 496
WRM
392
Westport Resources Management
Connecticut
$34K 375
BKA
393
Brick & Kyle Associates
Pennsylvania
$32K 360
HR
394
Howe & Rusling
New York
$32K 358 +358 New
TWA
395
TCI Wealth Advisors
Arizona
$30K 336
RFA
396
Reilly Financial Advisors
California
$27K 300
OC
397
Oakworth Capital
Alabama
$21K 231
WTB
398
Washington Trust Bank
Washington
$20K 221 +221 New
ADL
399
Asset Dedication LLC
California
$19K 206 -3,779 -95%
HIIFS
400
Harel Insurance Investments & Financial Services
Israel