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iShares S&P 500 Value ETF
523 hedge funds and large institutions have $9B invested in iShares S&P 500 Value ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 179 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
10% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 179
10% more funds holding in top 10
Funds holding in top 10: 60 → 66 (+6)
9% more capital invested
Capital invested by funds: $8.26B → $9B (+$740M)
2% more funds holding
Funds holding: 513 → 523 (+10)
1.2% more ownership
Funds ownership: 65% → 66.2% (+1.2%)
17% less call options, than puts
Call options by funds: $2.17M | Put options by funds: $2.61M
Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.02%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.64%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M
Top Buyers
Top Sellers
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$59.9M |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$33M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$31.1M |
| 4 |
JP Morgan Chase
New York
|
-$29.6M |
| 5 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
-$14.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
Simplex Trading
Chicago,
Illinois
| – | -$29K | -289 | Closed |
|
|
MWM
552
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$20K | -200 | Closed |
|
|
RFM
553
Royal Fund Management
Lady Lake,
Florida
| – | -$17K | -177 | Closed |
|
|
CHP
554
Cable Hill Partners
Portland,
Oregon
| – | -$12K | -114 | Closed |
|
|
FAN
555
Financial Advisors Network
Tustin,
California
| – | -$1.94K | -19 | Closed |
|