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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 %
AFP
376
Ausdal Financial Partners
Iowa
$407K -$54.6K -520 -12%
PWAP
377
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$407K +$74.1K +706 +22%
WA
378
Waverly Advisors
Alabama
$398K +$179K +1,703 +81%
MPM
379
Meritage Portfolio Management
Kansas
$394K +$5.25K +50 +1%
CNBT
380
Canandaigua National Bank & Trust
New York
$385K +$385K +3,666 New
RVPG
381
Relative Value Partners Group
$379K +$18.5K +176 +5%
HI
382
Horizon Investments
North Carolina
$371K
CCM
383
Condor Capital Management
New Jersey
$368K -$7.35K -70 -2%
MCM
384
Manchester Capital Management
Vermont
$361K -$58.8K -560 -14%
CTC
385
Central Trust Company
Missouri
$361K +$93K +885 +35%
VKH
386
Virtu KCG Holdings
New York
$360K +$360K +3,433 New
MCM
387
Murphy Capital Management
New Jersey
$356K -$298K -2,850 -46%
CAL
388
Capital Advisors Ltd
Ohio
$354K +$15.6K +149 +5%
TTWM
389
TCV Trust & Wealth Management
Virginia
$352K
AA
390
Advisory Alpha
Michigan
$347K +$162K +1,518 +87%
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$346K +$346K +3,300 New
RG
392
Rikoon Group
New Mexico
$343K -$18.3K -175 -5%
PFBT
393
Parkside Financial Bank & Trust
Missouri
$339K
TI
394
Truepoint Inc
Ohio
$335K +$335K +3,146 New
ONB
395
Old National Bancorp
Indiana
$334K -$29K -276 -8%
CCT
396
Country Club Trust
Missouri
$326K -$10.5K -100 -3%
BL
397
Balentine LLC
Georgia
$323K
DC
398
Davenport & Co
Virginia
$321K +$19.9K +190 +7%
CAM
399
Close Asset Management
United Kingdom
$315K
SYBT
400
Stock Yards Bank & Trust
Kentucky
$313K +$5.76K +55 +2%