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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 %
SWP
251
Stratos Wealth Partners
Ohio
$1.46M +$216K +1,971 +17%
MG
252
Mather Group
Illinois
$1.46M +$392K +3,581 +37%
HS
253
Huntington Steele
Pennsylvania
$1.41M +$178K +1,630 +15%
MIAN
254
Mariner Independent Advisor Network
Kansas
$1.37M -$257K -2,349 -16%
GH
255
GAM Holding
Switzerland
$1.36M -$25.3K -231 -2%
HT
256
Hefren-Tillotson
Pennsylvania
$1.35M +$65K +594 +5%
RIM
257
Redwood Investment Management
Arizona
$1.35M +$1.35M +12,314 New
WT
258
Whittier Trust
California
$1.34M
BS
259
Banco Santander
Spain
$1.33M +$1.33M +12,200 New
EIA
260
Eldridge Investment Advisors
New Hampshire
$1.33M -$134K -1,226 -9%
OC
261
Oppenheimer & Co
New York
$1.3M -$62.4K -571 -5%
APCM
262
Alaska Permanent Capital Management
Alaska
$1.28M
GFPC
263
Global Financial Private Capital
Florida
$1.28M -$16.2K -148 -1%
UAS
264
United Asset Strategies
New York
$1.27M +$201K +1,840 +19%
HB
265
Homrich & Berg
Georgia
$1.23M -$9.07K -83 -0.7%
NA
266
NewEdge Advisors
Louisiana
$1.23M -$62.1K -580 -5%
AW
267
ACG Wealth
Georgia
$1.23M +$24.9K +228 +2%
AWP
268
Ascent Wealth Partners
New York
$1.23M -$11.4K -104 -0.9%
PCG
269
Private Capital Group
Connecticut
$1.22M +$71.4K +653 +6%
RBC
270
Roble Belko & Company
Pennsylvania
$1.2M
MSA
271
Marino Stram & Associates
Massachusetts
$1.19M -$20K -183 -2%
MAS
272
Managed Account Services
Florida
$1.16M -$6.34K -58 -0.5%
IWP
273
Icon Wealth Partners
Texas
$1.15M +$342K +3,131 +42%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1.15M -$1.64K -15 -0.1%
APSP
275
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.14M -$13.9K -127 -1%