We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

546 hedge funds and large institutions have $9.52B invested in iShares S&P 500 Value ETF in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $1.04M

139% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 18

4% more funds holding

Funds holding: 526546 (+20)

4% more funds holding in top 10

Funds holding in top 10: 5557 (+2)

5% more capital invested

Capital invested by funds: $9.1B → $9.52B (+$418M)

0.5% more ownership

Funds ownership: 67.84%68.34% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 209

Holders
546
Holders Change
+20
Holders Change %
+3.8%
% of All Funds
13.61%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
43
Increased
178
Reduced
209
Closed
18
Calls
$3.56M
Puts
$1.04M
Net Calls
+$2.53M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
401
Financial Counselors Inc
Kansas
$357K -$135K -1,273 -28%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$356K
RG
403
Rikoon Group
New Mexico
$354K +$953 +9 +0.3%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$348K
ONB
405
Old National Bancorp
Indiana
$343K
WB
406
WesBanco Bank
West Virginia
$341K +$27K +255 +9%
DC
407
Davenport & Co
Virginia
$340K +$10.6K +100 +3%
Cerity Partners
408
Cerity Partners
New York
$337K +$331K +3,126 New
TI
409
Truepoint Inc
Ohio
$336K -$3.81K -36 -1%
CCT
410
Country Club Trust
Missouri
$335K
BL
411
Balentine LLC
Georgia
$332K
GS
412
Girard Securities
California
$328K -$96.9K -915 -23%
CAM
413
Close Asset Management
United Kingdom
$324K
MCM
414
Murphy Capital Management
New Jersey
$323K -$42.3K -400 -12%
WSTAM
415
Wilbanks Smith & Thomas Asset Management
Virginia
$320K -$304K -2,870 -49%
CTC
416
Central Trust Company
Missouri
$319K -$50.4K -476 -14%
SYBT
417
Stock Yards Bank & Trust
Kentucky
$317K -$5.82K -55 -2%
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$314K -$5.5K -52 -2%
AT
419
Arden Trust
Delaware
$314K
PL
420
Plancorp LLC
Missouri
$314K
HPWM
421
Highland Private Wealth Management
Washington
$310K
JGIA
422
Jackson Grant Investment Advisers
Connecticut
$307K +$1.69K +16 +0.6%
BEC
423
Blue Edge Capital
Virginia
$307K
AIM
424
Allen Investment Management
New York
$303K
NCM
425
Narwhal Capital Management
Georgia
$302K -$18.5K -175 -6%