IVE icon

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.

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 %
KF
451
Krilogy Financial
Missouri
$182K +$911 +9 +0.5%
SSB
452
Sandy Spring Bank
Maryland
$179K -$7.11K -70 -4%
OC
453
Oakworth Capital
Alabama
$179K
KLI
454
Kelman-Lazarov Inc
Tennessee
$172K
GBBWRPM
455
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$172K +$2.13K +21 +1%
DSC
456
Duncker Streett & Co
Missouri
$162K +$60.8K +600 +60%
BBHC
457
Brown Brothers Harriman & Co
New York
$157K
AA
458
Ancora Advisors
Ohio
$152K +$152K +1,492 New
KT
459
Kanaly Trust
Texas
$149K +$149K +1,466 New
LWA
460
Lenox Wealth Advisors
New York
$142K
PCA
461
Peddock Capital Advisors
Massachusetts
$127K +$47.6K +470 +60%
TWA
462
TCI Wealth Advisors
Arizona
$124K +$90.1K +892 +265%
HWP
463
Hefty Wealth Partners
Indiana
$113K -$8.31K -82 -7%
GAM
464
Gemmer Asset Management
California
$106K -$21.1K -208 -17%
YWP
465
YorkBridge Wealth Partners
New York
$103K +$103K +1,040 New
FFW
466
Fusion Family Wealth
New York
$101K +$101K +990 New
KKAMG
467
Kernodle & Katon Asset Management Group
Arkansas
$97K
CFS
468
Commonwealth Financial Services
West Virginia
$88K +$88K +868 New
ARMC
469
American Research & Management Company
Massachusetts
$81K -$49.7K -491 -38%
PAI
470
Pittenger & Anderson Inc
Nebraska
$81K -$9.32K -92 -10%
JFA
471
JNBA Financial Advisors
Minnesota
$76K +$67K +659 +740%
CFA
472
Carroll Financial Associates
North Carolina
$75K
CPIG
473
Chicago Partners Investment Group
Illinois
$73K +$911 +9 +1%
WA
474
WFG Advisors
Texas
$71K -$124K -1,217 -64%
TDC
475
Thompson Davis & Co
Virginia
$71K +$16.6K +163 +31%