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iShares S&P 500 Value ETF

636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$1.44M -$28.6K -260 -2%
AWP
252
Ascent Wealth Partners
New York
$1.39M +$151K +1,367 +12%
EIA
253
Eldridge Investment Advisors
New Hampshire
$1.34M +$4.95K +45 +0.4%
HT
254
Hefren-Tillotson
Pennsylvania
$1.33M -$26.3K -239 -2%
A
255
AdvicePeriod
California
$1.32M +$187K +1,699 +16%
DBRC
256
D.B. Root & Company
Pennsylvania
$1.3M +$697K +6,324 +116%
APCM
257
Alaska Permanent Capital Management
Alaska
$1.29M
HB
258
Homrich & Berg
Georgia
$1.28M +$40.7K +370 +3%
IWP
259
Icon Wealth Partners
Texas
$1.28M +$122K +1,107 +11%
AA
260
Advisory Alpha
Michigan
$1.27M +$250K +2,209 +25%
DAS
261
Dynamic Advisor Solutions
Arizona
$1.25M +$105K +954 +9%
AW
262
ACG Wealth
Georgia
$1.23M -$4.19K -38 -0.3%
GFPC
263
Global Financial Private Capital
Florida
$1.23M -$59.8K -543 -5%
IWM
264
IHT Wealth Management
Illinois
$1.23M +$306K +2,776 +33%
MSA
265
Marino Stram & Associates
Massachusetts
$1.22M +$25.3K +230 +2%
OC
266
Oppenheimer & Co
New York
$1.21M -$97.7K -887 -7%
RBC
267
Roble Belko & Company
Pennsylvania
$1.21M
Barclays
268
Barclays
United Kingdom
$1.2M +$376K +3,411 +45%
F
269
F3Logic
Minnesota
$1.2M -$629K -5,679 -34%
PCG
270
Private Capital Group
Connecticut
$1.19M -$41.8K -377 -3%
WB
271
WesBanco Bank
West Virginia
$1.19M +$96.9K +880 +9%
BCA
272
Bay Colony Advisors
Massachusetts
$1.19M +$1.19M +10,779 New
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
$1.16M +$55.1K +500 +5%
TFF
274
The Family Firm
Maryland
$1.16M +$127K +1,154 +12%
MAS
275
Managed Account Services
Florida
$1.14M -$35.3K -321 -3%