IVE icon

iShares S&P 500 Value ETF

442 hedge funds and large institutions have $6.73B invested in iShares S&P 500 Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
11.81%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
1.31%
New
33
Increased
176
Reduced
143
Closed
24
Calls
$6.3M
Puts
$5.36M
Net Calls
+$941K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
376
Armbruster Capital Management
New York
$207K -$4.76K -50 -2%
VDI
377
Vaughan David Investments
Illinois
$206K +$206K +2,170 New
CTC
378
Central Trust Company
Missouri
$205K
AF
379
Arrow Financial
New York
$204K
NA
380
NewEdge Advisors
Louisiana
$204K +$204K +2,150 New
RVPG
381
Relative Value Partners Group
$201K +$201K +2,119 New
CIA
382
Choate Investment Advisors
Massachusetts
$201K -$104K -1,090 -34%
WTC
383
WhitTier Trust Company
Nevada
$195K
WA
384
WFG Advisors
Texas
$182K +$78.4K +825 +76%
SSB
385
Sandy Spring Bank
Maryland
$174K -$1.43K -15 -0.8%
WAM
386
Wolverine Asset Management
Illinois
$173K -$125K -1,319 -42%
OC
387
Oakworth Capital
Alabama
$171K +$161K +1,694 +1,598%
KF
388
Krilogy Financial
Missouri
$170K +$77.9K +820 +85%
WP
389
WealthPLAN Partners
Nebraska
$161K -$161K -1,712 -50%
KLI
390
Kelman-Lazarov Inc
Tennessee
$160K
GBBWRPM
391
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$158K +$158K +1,673 New
SFPM
392
Sensible Financial Planning & Management
Massachusetts
$150K
BBHC
393
Brown Brothers Harriman & Co
New York
$147K
LWA
394
Lenox Wealth Advisors
New York
$133K
AIM
395
Advantage Investment Management
Iowa
$129K -$29.9K -315 -19%
ARMC
396
American Research & Management Company
Massachusetts
$123K
GAM
397
Gemmer Asset Management
California
$119K +$14.9K +157 +14%
HWP
398
Hefty Wealth Partners
Indiana
$113K -$8.69K -92 -7%
DSC
399
Duncker Streett & Co
Missouri
$95K +$38K +400 +67%
KKAMG
400
Kernodle & Katon Asset Management Group
Arkansas
$91K