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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 %
EWM
326
Evercore Wealth Management
New York
$812K
WLIM
327
White Lighthouse Investment Management
Massachusetts
$810K +$21K +192 +3%
BWP
328
Baldwin Wealth Partners
Massachusetts
$785K -$118K -1,076 -13%
BJL
329
Brighton Jones LLC
Washington
$780K -$116K -1,061 -13%
MC
330
Mathes Company
New York
$776K
LNC
331
Lincoln National Corp
Pennsylvania
$769K -$1.12M -10,261 -59%
FNBTCON
332
First National Bank & Trust Co of Newtown
Pennsylvania
$769K -$28.2K -258 -4%
KA
333
Kovack Advisors
Florida
$766K -$222K -2,028 -22%
CA
334
Crewe Advisors
Utah
$747K -$22.8K -208 -3%
FHA
335
Flagship Harbor Advisors
Massachusetts
$742K -$38.4K -360 -5%
BWA
336
BDO Wealth Advisors
Florida
$740K +$128K +1,168 +21%
NFG
337
Nations Financial Group
Iowa
$739K +$219 +2 +0%
GT
338
Glenmede Trust
Pennsylvania
$730K
LYV
339
Live Your Vision
Pennsylvania
$719K +$32.5K +292 +5%
CDIA
340
Capital Directions Investment Advisors
Georgia
$717K -$54.7K -500 -7%
PP
341
PagnatoKarp Partners
Virginia
$715K +$18.7K +171 +3%
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$698K -$9.2K -86 -1%
AWM
343
Avondale Wealth Management
Texas
$693K +$93.3K +854 +16%
TIA
344
Tiemann Investment Advisors
California
$692K -$12.6K -115 -2%
AIS
345
American Investment Services
Massachusetts
$684K -$131K -1,201 -16%
SCI
346
S&CO Inc
Massachusetts
$683K +$683K +6,250 New
PWAP
347
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$676K +$131K +1,201 +24%
SAM
348
Summit Asset Management
Tennessee
$674K
NL
349
NWAM LLC
Washington
$673K -$261K -2,388 -28%
GG
350
Gofen & Glossberg
Illinois
$672K