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iShares S&P 500 Value ETF

439 hedge funds and large institutions have $6.59B invested in iShares S&P 500 Value ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+23
Holders Change %
+5.53%
% of All Funds
11.73%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
1.44%
New
53
Increased
170
Reduced
135
Closed
26
Calls
$6.9M
Puts
$13.4M
Net Calls
-$6.51M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Shares
Change %
CCB
376
Cutter & Co Brokerage
Missouri
$202K +$202K +2,175 New
CTC
377
Central Trust Company
Missouri
$200K
AF
378
Arrow Financial
New York
$200K +$9.3K +100 +5%
WTC
379
WhitTier Trust Company
Nevada
$190K
SSB
380
Sandy Spring Bank
Maryland
$172K -$36.4K -391 -17%
WP
381
WealthPLAN Partners
Nebraska
$159K +$159K +3,424 New
KLI
382
Kelman-Lazarov Inc
Tennessee
$158K
AIM
383
Advantage Investment Management
Iowa
$155K -$1.63M -17,616 -91%
SFPM
384
Sensible Financial Planning & Management
Massachusetts
$147K +$93 +1 +0.1%
BBHC
385
Brown Brothers Harriman & Co
New York
$144K
CFS
386
Commonwealth Financial Services
West Virginia
$138K +$138K +1,490 New
LWA
387
Lenox Wealth Advisors
New York
$130K
SCM
388
Southport Capital Management
Tennessee
$124K +$124K +1,339 New
SBL
389
Sargent Bickham Lagudis
Colorado
$121K
ARMC
390
American Research & Management Company
Massachusetts
$120K
HWP
391
Hefty Wealth Partners
Indiana
$119K -$13.8K -150 -10%
LWM
392
LBA Wealth Management
Florida
$118K
GAM
393
Gemmer Asset Management
California
$102K +$11.9K +128 +13%
WA
394
WFG Advisors
Texas
$101K +$27.1K +292 +37%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$97K +$19.8K +213 +26%
KF
396
Krilogy Financial
Missouri
$90K +$1.67K +18 +2%
KKAMG
397
Kernodle & Katon Asset Management Group
Arkansas
$89K
JFA
398
JNBA Financial Advisors
Minnesota
$75K
CFA
399
Carroll Financial Associates
North Carolina
$68K
CPIG
400
Chicago Partners Investment Group
Illinois
$66K +$371 +4 +0.6%