IVE icon

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.

Holders
523
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
13.04%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.65%
New
48
Increased
197
Reduced
179
Closed
33
Calls
$2.17M
Puts
$2.61M
Net Calls
-$446K
Net Calls Change
-$1.45M
Name Market Value Shares Shares
Change
Shares
Change %
BF
51
BOK Financial
Oklahoma
$21M 202,084 -5,019 -2%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$19.7M 189,483 -285,158 -60%
Mariner
53
Mariner
Kansas
$19.5M 186,986 -60,921 -25%
AG
54
Advisor Group
Arizona
$19.4M 186,408 +9,343 +5%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$18.6M 178,473 +12,547 +8%
TAT
56
TD Ameritrade Trust
Colorado
$17.8M 171,403 -82,368 -32%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$17.8M 170,930 -11,710 -6%
PA
58
Probity Advisors
Texas
$17.7M 169,782 +9,256 +6%
RCAG
59
Rehmann Capital Advisory Group
Michigan
$17.5M 167,740 +37,617 +29%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$16.9M 162,712 +23,716 +17%
ICOA
61
Investment Centers of America
North Dakota
$16.6M 159,896 +46,837 +41%
NSIM
62
North Star Investment Management
Illinois
$16.2M 155,730 +9,324 +6%
SGAM
63
Steinberg Global Asset Management
Florida
$16.1M 154,431 +7,897 +5%
BCM
64
Brookstone Capital Management
Illinois
$15.4M 147,772 -18,765 -11%
AssetMark Inc
65
AssetMark Inc
California
$15.2M 145,700 +77,591 +114%
MCM
66
MV Capital Management
Maryland
$15.2M 145,681 +8,994 +7%
Lido Advisors
67
Lido Advisors
California
$14.9M 143,220 +122,715 +598%
GT
68
Greenleaf Trust
Michigan
$13.8M 133,070 +5,210 +4%
QIM
69
Quest Investment Management
Oregon
$13.8M 133,040
SHIM
70
Stone House Investment Management
Pennsylvania
$13.7M 131,660 -26,334 -17%
FA
71
FCG Advisors
New Jersey
$13.6M 131,183 +15,409 +13%
SMC
72
Smith, Moore & Co
Missouri
$13.5M 129,590 +276 +0.2%
KL
73
KWMG LLC
Kansas
$12.9M 123,525 +27,683 +29%
RWG
74
Regal Wealth Group
California
$12.8M 123,007 +1,430 +1%
CFA
75
Cahill Financial Advisors
Minnesota
$12.6M 120,993 +288 +0.2%