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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
Holders
546
Holders Change
+20
Holders Change %
+3.8%
% of All Funds
13.63%
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
Shares
Change %
AC
451
Addison Capital
Pennsylvania
$238K
ACM
452
Armbruster Capital Management
New York
$235K
CPIG
453
Chicago Partners Investment Group
Illinois
$235K +$84.2K +782 +56%
CBN
454
Cadence Bank NA
Texas
$235K +$235K +2,181 New
FHA
455
First Horizon Advisors
Tennessee
$231K +$108 +1 +0%
IWM
456
IHT Wealth Management
Illinois
$230K -$2.17K -20 -0.9%
PCM
457
Peak Capital Management
Colorado
$227K -$86.1K -799 -28%
W
458
Wealthfront
California
$227K -$27.1K -251 -11%
VCP
459
Vista Capital Partners
Oregon
$227K
BC
460
Bartlett & Co
Ohio
$224K
MWAC
461
Mariner Wealth Advisors (Cincinnati)
Ohio
$223K +$223K +2,065 New
SIMM
462
Stillwater Investment Management (Minnesota)
Minnesota
$221K
WTC
463
WhitTier Trust Company
Nevada
$221K
KIA
464
KCM Investment Advisors
California
$216K
AAM
465
Aureus Asset Management
Massachusetts
$215K
HCIA
466
Hochman Cole Investment Advisors
Illinois
$215K
LCM
467
Lucas Capital Management
New Jersey
$213K -$29.9K -277 -12%
VDI
468
Vaughan David Investments
Illinois
$213K
PCA
469
Peddock Capital Advisors
Massachusetts
$213K +$3.88K +36 +2%
PL
470
Parthenon LLC
Kentucky
$212K
CTB
471
Country Trust Bank
Illinois
$203K
WCM
472
Wealthcare Capital Management
Virginia
$200K
BBHC
473
Brown Brothers Harriman & Co
New York
$197K +$30.1K +279 +18%
AF
474
Arrow Financial
New York
$191K -$5.4K -50 -3%
OC
475
Oakworth Capital
Alabama
$189K