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iShares S&P 500 Value ETF

626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$1.89M -$166K -1,515 -8%
AllianceBernstein
227
AllianceBernstein
Tennessee
$1.88M -$7.54K -69 -0.4%
GEM
228
Global Endowment Management
North Carolina
$1.86M +$1.86M +17,000 New
MFT
229
Moisand Fitzgerald Tamayo
Florida
$1.84M -$44.6K -408 -2%
SHA
230
Seneca House Advisors
Virginia
$1.83M -$35.1K -321 -2%
F
231
F3Logic
Minnesota
$1.8M +$1.8M +16,482 New
DE
232
Day & Ennis
Georgia
$1.78M -$361K -3,299 -17%
William Blair & Company
233
William Blair & Company
Illinois
$1.73M +$91.2K +834 +6%
CBU
234
CIBC Bank USA
Illinois
$1.73M -$57.9K -530 -3%
MAM
235
Marquette Asset Management
Minnesota
$1.72M
BSW
236
Buckingham Strategic Wealth
Missouri
$1.69M +$796K +7,280 +89%
AIA
237
Arcadia Investment Advisors
Idaho
$1.68M -$257K -2,349 -13%
BRWA
238
B. Riley Wealth Advisors
Florida
$1.66M +$23.9K +218 +1%
IP
239
Investment Partners
Ohio
$1.63M -$55.7K -510 -3%
PA
240
PFG Advisors
Arizona
$1.63M -$45.7K -418 -3%
HJMC
241
Hellman Jordan Management Company
Massachusetts
$1.62M +$863K +7,892 +114%
USAA
242
United Services Automobile Association
Texas
$1.61M
GRP
243
Global Retirement Partners
California
$1.59M -$139K -1,274 -8%
Millennium Management
244
Millennium Management
New York
$1.49M +$1.49M +13,655 New
WI
245
Wintrust Investments
Illinois
$1.48M +$21.9K +200 +1%
HW
246
Hancock Whitney
Mississippi
$1.48M -$1.39M -12,708 -48%
CW
247
Cobiz Wealth
Colorado
$1.48M -$149K -1,366 -9%
BCM
248
BTC Capital Management
Iowa
$1.48M
MMHP
249
Murphy Middleton Hinkle & Parker
Georgia
$1.47M +$18.8K +172 +1%
CL
250
Choreo LLC
Illinois
$1.46M +$311K +2,849 +27%