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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 %
RC
426
RegentAtlantic Capital
New Jersey
$259K
GIA
427
Guyasuta Investment Advisors
Pennsylvania
$256K
MWP
428
MYCIO Wealth Partners
Pennsylvania
$255K
W
429
Wealthfront
California
$247K -$48.3K -461 -16%
Truist Financial
430
Truist Financial
North Carolina
$244K
PAM
431
Peak Asset Management
Colorado
$239K -$32.9K -314 -12%
SFWA
432
Summit Financial Wealth Advisors
Louisiana
$238K
LWA
433
Lenox Wealth Advisors
New York
$237K
LWM
434
Lenox Wealth Management
Ohio
$237K
LCM
435
Lucas Capital Management
New Jersey
$236K -$42K -400 -15%
DSC
436
Duncker Streett & Co
Missouri
$236K
OC
437
Oarsman Capital
Wisconsin
$233K +$3.15K +30 +1%
AC
438
Addison Capital
Pennsylvania
$232K
CCM
439
Colorado Capital Management
Colorado
$230K
ACM
440
Armbruster Capital Management
New York
$228K
FHA
441
First Horizon Advisors
Tennessee
$226K -$79.4K -753 -26%
VCP
442
Vista Capital Partners
Oregon
$221K -$57.8K -550 -21%
BC
443
Bartlett & Co
Ohio
$218K -$684K -6,510 -76%
NL
444
NWAM LLC
Washington
$216K -$28.9K -276 -12%
WTC
445
WhitTier Trust Company
Nevada
$215K
SIMM
446
Stillwater Investment Management (Minnesota)
Minnesota
$215K +$1.26K +12 +0.6%
KIA
447
KCM Investment Advisors
California
$210K
AAM
448
Aureus Asset Management
Massachusetts
$209K
HCIA
449
Hochman Cole Investment Advisors
Illinois
$209K
VDI
450
Vaughan David Investments
Illinois
$207K +$207K +1,971 New