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iShares S&P 500 Value ETF

513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+71
Holders Change %
+16.06%
% of All Funds
12.84%
Holding in Top 10
60
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.45%
% of All Funds
1.5%
New
95
Increased
202
Reduced
138
Closed
17
Calls
$4.05M
Puts
$3.04M
Net Calls
+$1.01M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
401
Cutler Group
California
$284K +$284K +2,806 New
WSFS
402
Wilmington Savings Fund Society
Delaware
$283K
DY
403
Dowling & Yahnke
California
$283K
PAS
404
Partnervest Advisory Services
California
$277K +$5.38K +53 +2%
FHA
405
First Horizon Advisors
Tennessee
$273K
CPSAC
406
Chas P. Smith & Associates (CPS)
Florida
$268K -$259K -2,558 -49%
LCM
407
Lucas Capital Management
New Jersey
$267K +$1.62K +16 +0.6%
MWP
408
MYCIO Wealth Partners
Pennsylvania
$267K +$3.25K +32 +1%
SPIA
409
Steward Partners Investment Advisory
New York
$267K +$267K +2,634 New
WI
410
Welch Investments
Alabama
$267K +$267K +2,635 New
RCM
411
RNC Capital Management
California
$264K +$264K +2,600 New
CCM
412
Coldstream Capital Management
Washington
$262K +$9.42K +93 +4%
AF
413
Alerus Financial
North Dakota
$256K
AWA
414
Arete Wealth Advisors
Illinois
$256K +$256K +2,530 New
CCMD
415
Cypress Capital Management (Delaware)
Delaware
$255K
MWM
416
Modera Wealth Management
New Jersey
$251K +$27.3K +270 +12%
RC
417
RegentAtlantic Capital
New Jersey
$250K -$2.43K -24 -1%
HCIA
418
Hochman Cole Investment Advisors
Illinois
$250K
GIA
419
Guyasuta Investment Advisors
Pennsylvania
$247K +$247K +2,439 New
AAM
420
Aureus Asset Management
Massachusetts
$241K
NCM
421
Narwhal Capital Management
Georgia
$238K
CTC
422
Central Trust Company
Missouri
$236K +$17.3K +170 +8%
PWAP
423
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$235K +$235K +2,315 New
OC
424
Oarsman Capital
Wisconsin
$234K -$5.06K -50 -2%
SFWA
425
Summit Financial Wealth Advisors
Louisiana
$230K