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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 %
HT
501
Heritage Trust
Oklahoma
$26K 243
AssetMark Inc
502
AssetMark Inc
California
$25K 236 -145,464 -100%
HDIM
503
Hanson & Doremus Investment Management
Vermont
$25K 234
AF
504
Allworth Financial
California
$23K 216 +163 +308%
FWM
505
Focused Wealth Management
New York
$22K 208
CWM
506
Catamount Wealth Management
Connecticut
$20K 194
JWA
507
JFS Wealth Advisors
Pennsylvania
$19K 178 +1 +0.6%
MIM
508
Macroview Investment Management
Maryland
$17K 160
EA
509
Edge Advisors
Georgia
$15K 152
BRC
510
Bell Rock Capital
Delaware
$15K 146 +146 New
MCIA
511
Mountain Capital Investment Advisors
Colorado
$14K 130 +130 New
GWS
512
Glassman Wealth Services
Virginia
$10K 100 +100 New
First Manhattan
513
First Manhattan
New York
$9K 86
GEA
514
Glen Eagle Advisors
New Jersey
$8.4K 80
AIA
515
Armor Investment Advisors
North Carolina
$8K 75
PK
516
Pflug Koory
Nebraska
$7K 63
PG
517
Patten Group
Tennessee
$7K 70
CG
518
Cutler Group
California
$6K 65 -3,041 -98%
GI
519
GS Investments
Minnesota
$5.25K 50 +50 New
LWA
520
Lowe Wealth Advisors
Maryland
$4K 35
HI
521
Hudock Inc
Pennsylvania
$4K 38
GI
522
Gradient Investments
Minnesota
$3K 30
SFG
523
SevenBridge Financial Group
Pennsylvania
$3K 26 +26 New
ADL
524
Asset Dedication LLC
California
$1K 6
FM
525
Forward Management
California
$1K 6 +6 New