We are live on ! Find out more
IVE icon

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
TPWA
51
TRUE Private Wealth Advisors
Oregon
$21.2M -$107K -1,006 -0.5%
BOH
52
Bank of Hawaii
Hawaii
$21M -$2.89M -27,295 -12%
ICOA
53
Investment Centers of America
North Dakota
$20.9M +$1.12M +10,564 +6%
HCM
54
Highfields Capital Management
Massachusetts
$20.4M +$20M +189,391 New
RCAG
55
Rehmann Capital Advisory Group
Michigan
$20.2M -$8.79K -83 -0%
Lido Advisors
56
Lido Advisors
California
$19.8M +$2.91M +27,506 +18%
BAAM
57
Baker Avenue Asset Management
California
$19.6M +$6.6M +62,304 +52%
PA
58
Probity Advisors
Texas
$19.3M +$526K +4,973 +3%
GI
59
Glovista Investments
New Jersey
$18.9M +$18.6M +175,434 New
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$18.4M +$874K +8,257 +5%
MCM
61
MV Capital Management
Maryland
$18.1M +$1.19M +11,276 +7%
BF
62
BOK Financial
Oklahoma
$18M -$759K -7,171 -4%
Mariner
63
Mariner
Kansas
$18M +$493K +4,653 +3%
NSIM
64
North Star Investment Management
Illinois
$17.9M +$334K +3,152 +2%
JP Morgan Chase
65
JP Morgan Chase
New York
$17.4M -$1.47M -13,912 -8%
RWG
66
Regal Wealth Group
California
$16.6M +$505K +4,767 +3%
KL
67
KWMG LLC
Kansas
$15.5M +$689K +6,506 +5%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$14.6M -$9.23M -87,230 -39%
WF
69
WealthTrust Fairport
Ohio
$14.5M +$939K +8,869 +7%
SMC
70
Smith, Moore & Co
Missouri
$14.4M +$70.5K +666 +0.5%
QIM
71
Quest Investment Management
Oregon
$14.4M
GT
72
Greenleaf Trust
Michigan
$14.3M -$42.3K -400 -0.3%
SEI Investments
73
SEI Investments
Pennsylvania
$14.3M +$3.42M +32,335 +32%
FA
74
FCG Advisors
New Jersey
$14M +$292K +2,754 +2%
CFA
75
Cahill Financial Advisors
Minnesota
$13.8M +$139K +1,316 +1%