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iShares S&P 500 Value ETF

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
326
BDO Wealth Advisors
Florida
$848K -$3.94K -34 -0.5%
FCBT
327
First Citizens Bank & Trust
North Carolina
$847K -$64.4K -556 -7%
WLIM
328
White Lighthouse Investment Management
Massachusetts
$845K -$13.9K -120 -2%
CAM
329
Concorde Asset Management
Michigan
$841K +$173K +1,491 +26%
KP
330
Keel Point
Alabama
$839K +$839K +7,246 New
NFG
331
Nations Financial Group
Iowa
$827K +$147K +1,266 +22%
PWAP
332
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$826K +$44.1K +381 +6%
EWA
333
EP Wealth Advisors
California
$826K +$302K +2,605 +58%
FNBTCON
334
First National Bank & Trust Co of Newtown
Pennsylvania
$814K
HJMC
335
Hellman Jordan Management Company
Massachusetts
$805K
BWP
336
Baldwin Wealth Partners
Massachusetts
$803K -$16.4K -142 -2%
FA
337
FDx Advisors
Illinois
$793K -$115K -991 -13%
Allianz Asset Management
338
Allianz Asset Management
Germany
$769K +$769K +6,644 New
LCM
339
Laurion Capital Management
New York
$764K +$764K +6,591 New
LYV
340
Live Your Vision
Pennsylvania
$748K
GH
341
GAM Holding
Switzerland
$747K
BEC
342
Blue Edge Capital
Virginia
$747K +$434K +3,749 +139%
PP
343
PagnatoKarp Partners
Virginia
$743K +$466 +4 +0.1%
CA
344
Crewe Advisors
Utah
$736K
Prudential Financial
345
Prudential Financial
New Jersey
$734K +$426K +3,673 +138%
F
346
F3Logic
Minnesota
$721K -$537K -4,611 -43%
Brown Advisory
347
Brown Advisory
Maryland
$717K -$114K -983 -14%
GG
348
Gofen & Glossberg
Illinois
$712K
KA
349
Kovack Advisors
Florida
$711K -$7.99K -69 -1%
TIM
350
Thompson Investment Management
Wisconsin
$700K +$1.04K +9 +0.1%