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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.

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 Market Value Shares Shares
Change
Shares
Change %
GBBWRPM
476
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$184K 1,712 +9 +0.5%
FCMT
477
Founders Capital Management (Texas)
Texas
$170K 1,580
CFD
478
Creative Financial Designs
Indiana
$155K 1,436 -389 -21%
DSC
479
Duncker Streett & Co
Missouri
$146K 1,355 -896 -40%
AIM
480
Advantage Investment Management
Iowa
$126K 1,166 -28 -2%
YWP
481
YorkBridge Wealth Partners
New York
$120K 1,108 -463 -29%
TF
482
Tompkins Financial
New York
$120K 1,112 +493 +80%
ABFS
483
Appropriate Balance Financial Services
Washington
$115K 12,460 +350 +3%
WAM
484
Wolverine Asset Management
Illinois
$97K 907 -799 -47%
BTIS
485
BB&T Investment Services
North Carolina
$97K 900
CFA
486
Carroll Financial Associates
North Carolina
$97K 894 +104 +13%
SFSIG
487
San Francisco Sentry Investment Group
California
$93K 866 -82 -9%
BWA
488
Burt Wealth Advisors
Maryland
$93K 861 +861 New
KF
489
Krilogy Financial
Missouri
$92K 852 -886 -51%
DBT
490
Dubuque Bank & Trust
Iowa
$89K 823
SIAS
491
Shine Investment Advisory Services
Colorado
$86K 800
TRCT
492
Tower Research Capital (TRC)
New York
$83K 775 -26,729 -97%
WIM
493
Westside Investment Management
California
$78.4K 721
HWP
494
Hefty Wealth Partners
Indiana
$75K 696 -68 -9%
WT
495
Whittier Trust
California
$75K 696
GAM
496
Gemmer Asset Management
California
$71K 659 +7 +1%
VCM
497
Vigilant Capital Management
Maine
$68K 631 +631 New
JWA
498
JFS Wealth Advisors
Pennsylvania
$66K 610 +432 +243%
JFA
499
JNBA Financial Advisors
Minnesota
$63K 582 -85 -13%
MWM
500
MinichMacGregor Wealth Management
New York
$61K 573