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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
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 Holding Trade Value Shares
Change
Shares
Change %
MBT
101
Monroe Bank & Trust
Michigan
$9.17M +$207K +1,986 +2%
NPC
102
National Planning Corporation
California
$9.04M -$407K -3,916 -4%
EDRIA
103
Edmonds Duncan Registered Investment Advisors
Kansas
$9.04M +$527K +5,041 +6%
TCM
104
Traynor Capital Management
Pennsylvania
$8.61M +$576K +5,548 +7%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$8.15M +$118K +1,137 +1%
UBS AM
106
UBS AM
Illinois
$8.02M +$7.99M +76,787 +28,867%
AMG
107
Asset Management Group
Connecticut
$7.74M -$166K -1,593 -2%
BAAM
108
Baker Avenue Asset Management
California
$7.7M -$2.74M -26,292 -26%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$7.66M -$4.37M -42,036 -36%
MGIA
110
Moneta Group Investment Advisors
Missouri
$7.54M +$107K +1,028 +1%
Citigroup
111
Citigroup
New York
$7.41M +$376K +3,615 +5%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$7.4M +$3.27M +31,395 +79%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$7.21M +$1.7M +16,308 +31%
EC
114
Estate Counselors
Wisconsin
$7.16M +$2.05M +19,700 +40%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$7.07M +$7.07M +67,975 New
AIM
116
Acropolis Investment Management
Missouri
$7.06M -$103K -987 -1%
FCBT
117
First Citizens Bank & Trust
North Carolina
$7M -$4.83M -46,428 -41%
FTS
118
Fifth Third Securities
Ohio
$6.8M +$1.46M +13,998 +27%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$6.71M -$717K -6,896 -10%
ST
120
Smithfield Trust
Pennsylvania
$6.61M -$201K -1,936 -3%
TW
121
Transform Wealth
Colorado
$6.53M +$256K +2,465 +4%
CAI
122
Capital Advisors Inc
Oklahoma
$6.49M +$2.39M +22,963 +58%
Comerica Bank
123
Comerica Bank
Texas
$6.44M -$34.3K -329 -0.5%
SCA
124
Snowden Capital Advisors
New York
$6.42M -$1.18M -11,312 -15%
SI
125
Stephens Inc
Arkansas
$6.41M -$7.49K -72 -0.1%