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iShares S&P 500 Value ETF

523 hedge funds and large institutions have $9B invested in iShares S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.04%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.65%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
426
MYCIO Wealth Partners
Pennsylvania
$252K -$21.6K -208 -8%
CWM
427
Concert Wealth Management
California
$249K -$86.3K -854 -26%
CCB
428
Cutter & Co Brokerage
Missouri
$244K +$244K +2,346 New
NL
429
NWAM LLC
Washington
$243K +$243K +2,338 New
Truist Financial
430
Truist Financial
North Carolina
$241K -$55.1K -531 -19%
SFWA
431
Summit Financial Wealth Advisors
Louisiana
$236K
LWM
432
Lenox Wealth Management
Ohio
$235K
LWA
433
Lenox Wealth Advisors
New York
$235K +$89.6K +862 +62%
DSC
434
Duncker Streett & Co
Missouri
$234K +$67.7K +651 +41%
AC
435
Addison Capital
Pennsylvania
$230K
CCM
436
Colorado Capital Management
Colorado
$229K +$6.67K +64 +3%
OC
437
Oarsman Capital
Wisconsin
$228K -$13K -125 -5%
CAM
438
Concorde Asset Management
Michigan
$227K +$227K +2,189 New
ACM
439
Armbruster Capital Management
New York
$226K
PL
440
Parthenon LLC
Kentucky
$225K
GLA
441
Good Life Advisors
Pennsylvania
$223K +$3.22K +31 +1%
CPIG
442
Chicago Partners Investment Group
Illinois
$221K +$146K +1,404 +195%
SS
443
Simplicity Solutions
Minnesota
$217K -$313K -3,004 -59%
WA
444
Waverly Advisors
Alabama
$217K +$217K +2,090 New
WTC
445
WhitTier Trust Company
Nevada
$213K
SIMM
446
Stillwater Investment Management (Minnesota)
Minnesota
$212K +$1.04K +10 +0.5%
KIA
447
KCM Investment Advisors
California
$208K
HCIA
448
Hochman Cole Investment Advisors
Illinois
$207K -$49K -472 -19%
AAM
449
Aureus Asset Management
Massachusetts
$207K -$39.9K -384 -16%
HPWM
450
Highland Private Wealth Management
Washington
$207K