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iShares S&P 500 Value ETF

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
Commerzbank Aktiengesellschaft
Germany
$601K -$367K -3,215 -38%
RCA
377
Rex Capital Advisors
Rhode Island
$598K -$104K -912 -15%
TFO
378
Tarbox Family Office
California
$594K -$15.9K -139 -3%
EWA
379
EP Wealth Advisors
California
$574K -$45.4K -398 -7%
CCP
380
Corient Capital Partners
California
$573K
PWAP
381
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$569K +$21.8K +191 +4%
SFA
382
Sequoia Financial Advisors
Ohio
$563K -$110K -966 -16%
JIR
383
James Investment Research
Ohio
$562K
WF
384
Welch & Forbes
Massachusetts
$560K +$560K +4,900 New
BNP Paribas Financial Markets
385
BNP Paribas Financial Markets
France
$560K +$560K +4,899 New
RMCM
386
Reynders McVeigh Capital Management
Massachusetts
$559K
PA
387
Prism Advisors
California
$556K +$556K +4,868 New
MWM
388
Mission Wealth Management
California
$554K
CAC
389
Certified Advisory Corp
Florida
$554K +$554K +4,854 New
Wolverine Trading
390
Wolverine Trading
Illinois
$553K -$646K -5,657 -54%
SBH
391
Segall Bryant & Hamill
Illinois
$546K
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$540K
NDSI
393
Newman Dignan & Sheerar Inc
Rhode Island
$535K -$8.68K -76 -2%
UIA
394
UBP Investment Advisors
Switzerland
$514K +$514K +4,500 New
OFG
395
Oxford Financial Group
Indiana
$513K
PL
396
Plancorp LLC
Missouri
$513K +$181K +1,585 +54%
AC
397
Alexandria Capital
Virginia
$504K +$1.37K +12 +0.3%
PBO
398
Peoples Bank (Ohio)
Ohio
$497K
SBWM
399
Sunflower Bank Wealth Management
Arizona
$494K -$28K -245 -5%
LW
400
Linscomb Wealth
Texas
$493K +$2.74K +24 +0.6%