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iShares S&P 500 Value ETF
442 hedge funds and large institutions have $6.73B invested in iShares S&P 500 Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 143 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
23% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 143
18% more call options, than puts
Call options by funds: $6.3M | Put options by funds: $5.36M
2% more capital invested
Capital invested by funds: $6.59B → $6.73B (+$145M)
1% more funds holding
Funds holding: 439 → 442 (+3)
0.46% more ownership
Funds ownership: 64.1% → 64.57% (+0.46%)
9% less funds holding in top 10
Funds holding in top 10: 54 → 49 (-5)
Holders
442
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
11.8%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
1.31%
New
33
Increased
176
Reduced
143
Closed
24
Calls
$6.3M
Puts
$5.36M
Net Calls
+$941K
Net Calls Change
+$7.45M
Top Buyers
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$110M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$72.8M |
| 3 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
+$33.6M |
| 4 |
Morgan Stanley
New York
|
+$33.5M |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$31M |
