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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 %
LWAC
376
Laurel Wealth Advisors (California)
California
$544K -$122K -1,112 -18%
TFCP
377
Twin Focus Capital Partners
Massachusetts
$544K -$43.7K -400 -7%
PA
378
Prism Advisors
California
$542K
JIR
379
James Investment Research
Ohio
$538K
VWM
380
Venturi Wealth Management
Texas
$537K -$128K -1,168 -19%
CAC
381
Certified Advisory Corp
Florida
$535K +$4.91K +45 +0.9%
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$530K +$24K +224 +5%
MWM
383
Mission Wealth Management
California
$521K -$9.3K -85 -2%
FCI
384
Financial Counselors Inc
Kansas
$521K +$173K +1,578 +50%
ATFA
385
All Terrain Financial Advisors
Minnesota
$515K +$292K +2,671 +131%
UIA
386
UBP Investment Advisors
Switzerland
$503K +$10.8K +99 +2%
TIM
387
Thompson Investment Management
Wisconsin
$499K +$499K +4,565 New
WTB
388
Washington Trust Bank
Washington
$497K -$85.4K -781 -15%
EWA
389
EP Wealth Advisors
California
$495K -$54.8K -501 -10%
RVPG
390
Relative Value Partners Group
$491K +$76K +694 +18%
WA
391
Waverly Advisors
Alabama
$491K +$76.5K +700 +18%
IFA
392
Interactive Financial Advisors
Illinois
$489K -$157K -1,432 -24%
DADC
393
D.A. Davidson & Co
Montana
$483K -$112K -1,024 -19%
NDSI
394
Newman Dignan & Sheerar Inc
Rhode Island
$475K -$41.3K -375 -8%
AC
395
Alexandria Capital
Virginia
$474K -$8.09K -74 -2%
SBWM
396
Sunflower Bank Wealth Management
Arizona
$473K
PBO
397
Peoples Bank (Ohio)
Ohio
$472K -$2.84K -26 -0.6%
LW
398
Linscomb Wealth
Texas
$472K
PFS
399
Prospera Financial Services
Texas
$467K +$467K +4,262 New
GFP
400
Gryphon Financial Partners
Ohio
$466K