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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.

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 Market Value Shares Shares
Change
Shares
Change %
HWP
476
Hefty Wealth Partners
Indiana
$80K 764 -297 -28%
WIM
477
Westside Investment Management
California
$75.6K 721
RCG
478
Ruggie Capital Group
Florida
$75K 715 +715 New
WT
479
Whittier Trust
California
$73K 696
JFA
480
JNBA Financial Advisors
Minnesota
$70K 667 -63 -9%
GAM
481
Gemmer Asset Management
California
$68K 652 +9 +1%
TF
482
Tompkins Financial
New York
$65K 619
WA
483
WFG Advisors
Texas
$65K 622 +550 +764%
TDC
484
Thompson Davis & Co
Virginia
$64K 609
MWM
485
MinichMacGregor Wealth Management
New York
$60K 573 -70 -11%
PAI
486
Pittenger & Anderson Inc
Nebraska
$58K 555
PS
487
Portfolio Solutions
Michigan
$52K 491
PMFA
488
Plante Moran Financial Advisors
Michigan
$52K 496
RFA
489
Reilly Financial Advisors
California
$46K 437
CB
490
Community Bank
New York
$40K 385 +75 +24%
VWA
491
V Wealth Advisors
Kansas
$39K 375 +375 New
PA
492
Parallel Advisors
California
$38K 358 +93 +35%
SBL
493
Sargent Bickham Lagudis
Colorado
$36K 340 +1 +0.3%
OFW
494
Omnia Family Wealth
Florida
$33K 319
GC
495
Guggenheim Capital
Illinois
$31K 299 -936 -76%
CBT
496
Central Bank & Trust
Kentucky
$29K 278
MA
497
MCF Advisors
Kentucky
$28K 271
BAM
498
Barrett Asset Management
New York
$27K 258
TWA
499
TCI Wealth Advisors
Arizona
$26K 249 -87 -26%
TCM
500
TD Capital Management
Tennessee
$26K 243 -64 -21%