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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

244% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $1.04M

139% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 18

4% more funds holding

Funds holding: 526546 (+20)

4% more funds holding in top 10

Funds holding in top 10: 5557 (+2)

5% more capital invested

Capital invested by funds: $9.1B → $9.52B (+$418M)

0.5% more ownership

Funds ownership: 67.84%68.34% (+0.5%)

15% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 209

Holders
546
Holders Change
+20
Holders Change %
+3.8%
% of All Funds
13.61%
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
Change in
Stake
PAI
501
Pittenger & Anderson Inc
Nebraska
$60K
TDC
502
Thompson Davis & Co
Virginia
$56K -$9.21K -87 -14%
BC
503
Barnett & Company
Tennessee
$54K -$31.8K -300 -38%
PMFA
504
Plante Moran Financial Advisors
Michigan
$54K
PS
505
Portfolio Solutions
Michigan
$53K
FFW
506
Fusion Family Wealth
New York
$50K -$52.9K -500 -52%
RFA
507
Reilly Financial Advisors
California
$48K +$847 +8 +2%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$48K +$46.8K +442 New
FWM
509
Focused Wealth Management
New York
$45K +$22.5K +213 +102%
AOWM
510
Alpha Omega Wealth Management
Virginia
$45K +$44.5K +420 New
CB
511
Community Bank
New York
$39K -$2.65K -25 -6%
PA
512
Parallel Advisors
California
$39K
First Manhattan
513
First Manhattan
New York
$39K +$29.5K +279 +324%
SBL
514
Sargent Bickham Lagudis
Colorado
$37K +$106 +1 +0.3%
OFW
515
Omnia Family Wealth
Florida
$34K
FPS
516
Fieldpoint Private Securities
Connecticut
$33K +$32.3K +305 New
CBT
517
Central Bank & Trust
Kentucky
$30K
MA
518
MCF Advisors
Kentucky
$29K
TWA
519
TCI Wealth Advisors
Arizona
$27K
HT
520
Heritage Trust
Oklahoma
$26K
TCM
521
TD Capital Management
Tennessee
$26K +$212 +2 +0.8%
IWMA
522
Ironwood Wealth Management (Arizona)
Arizona
$26K +$25.9K +245 New
AssetMark Inc
523
AssetMark Inc
California
$25K -$635 -6 -3%
HDIM
524
Hanson & Doremus Investment Management
Vermont
$25K
FCB
525
First Command Bank
Texas
$25K +$24.8K +234 New