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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
351
Empirical Wealth Management
Washington
$665K -$9.84K -90 -1%
PA
352
Pinnacle Associates
New York
$661K +$9.3K +85 +1%
Brown Advisory
353
Brown Advisory
Maryland
$659K +$219 +2 +0%
FPGK
354
Financial Partners Group (Kansas)
Kansas
$656K -$2.32M -21,243 -78%
APA
355
American Portfolios Advisors
New York
$646K +$290K +2,650 +81%
BDF
356
Balasa Dinverno & Foltz
$644K +$63.5K +581 +11%
CAM
357
Concorde Asset Management
Michigan
$643K -$223K -2,025 -26%
MIFH
358
Migdal Insurance & Financial Holdings
Israel
$622K -$912K -8,341 -59%
NEPWA
359
New England Private Wealth Advisors
Massachusetts
$622K +$40.8K +373 +7%
CM
360
Churchill Management
California
$611K +$611K +5,587 New
OIA
361
OneDigital Investment Advisors
Kansas
$610K
JA
362
JOYN Advisors
Georgia
$604K
ABC
363
Associated Banc-Corp
Wisconsin
$601K
RIA
364
Regal Investment Advisors
Michigan
$598K +$17.6K +161 +3%
HSA
365
HBK Sorce Advisory
Pennsylvania
$597K -$72.1K -659 -11%
DBRC
366
D.B. Root & Company
Pennsylvania
$597K +$597K +5,458 New
BFO
367
Boston Family Office
Massachusetts
$594K
WIC
368
Whitegate Investment Counselors
New Hampshire
$594K +$9.83K +90 +2%
OWD
369
Osborn Williams & Donohoe
Ohio
$589K -$3.94K -36 -0.7%
OFG
370
Oxford Financial Group
Indiana
$588K +$96.4K +881 +20%
RCA
371
Rex Capital Advisors
Rhode Island
$573K
IIC
372
Integrated Investment Consultants
Michigan
$572K +$572K +5,234 New
TFO
373
Tarbox Family Office
California
$569K
CCP
374
Corient Capital Partners
California
$548K
SBH
375
Segall Bryant & Hamill
Illinois
$548K +$25.7K +235 +5%