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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
ANB
76
Amarillo National Bank
Texas
$13.6M +$342K +3,227 +3%
LMIM
77
Lockheed Martin Investment Management
Maryland
$12.6M -$5.93M -56,020 -32%
GIA
78
GHP Investment Advisors
Colorado
$12.5M -$176K -1,661 -1%
AA
79
Alesco Advisors
New York
$12.4M -$30.2K -285 -0.2%
VC
80
Vicus Capital
Pennsylvania
$12.4M +$883K +8,337 +8%
V
81
Veritable
Delaware
$12.3M
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$12.1M +$78.3K +740 +0.7%
HighTower Advisors
83
HighTower Advisors
Illinois
$12M -$1.06M -10,017 -8%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$11.7M +$380K +3,591 +3%
PAG
85
Private Advisor Group
New Jersey
$11.6M +$984K +9,295 +10%
EPP
86
ETF Portfolio Partners
Kansas
$11M -$294K -2,776 -3%
TAT
87
TD Ameritrade Trust
Colorado
$10.8M -$17.7M -167,364 -63%
MGIA
88
Moneta Group Investment Advisors
Missouri
$10.6M -$1.72M -16,273 -14%
SB
89
Suntrust Banks
Georgia
$10.5M +$66.6K +629 +0.7%
NA
90
Nottingham Advisors
New York
$10.3M +$669K +6,317 +7%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$10.1M +$420K +3,966 +4%
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$10M -$303K -2,860 -3%
SGAM
93
Steinberg Global Asset Management
Florida
$9.79M -$711K -6,715 -7%
MBT
94
Monroe Bank & Trust
Michigan
$9.79M +$196K +1,853 +2%
RFC
95
Regions Financial Corp
Alabama
$9.74M -$5.61K -53 -0.1%
SHIM
96
Stone House Investment Management
Pennsylvania
$9.55M -$2.67M -25,204 -22%
CWM
97
Calamos Wealth Management
Illinois
$9.55M -$141K -1,331 -1%
TCM
98
Traynor Capital Management
Pennsylvania
$9.01M -$81.3K -768 -0.9%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$9M +$759K +7,168 +9%
CIR
100
Clear Investment Research
Georgia
$8.86M +$1.1M +10,372 +14%