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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 %
Truist Financial
401
Truist Financial
North Carolina
$464K +$226K +2,068 +95%
RMCM
402
Reynders McVeigh Capital Management
Massachusetts
$459K -$76.6K -700 -14%
MBT
403
Montecito Bank & Trust
California
$459K
CNBT
404
Canandaigua National Bank & Trust
New York
$459K +$17.1K +156 +4%
ZCA
405
Zeke Capital Advisors
Pennsylvania
$456K
CPO
406
Cerity Partners OCIO
New York
$454K
FC
407
Ferris Capital
Massachusetts
$452K +$15.5K +142 +4%
TWM
408
Torch Wealth Management
Ohio
$448K
BFPW
409
BOK Financial Private Wealth
Colorado
$448K
FA
410
Fiducient Advisors
Illinois
$446K +$446K +4,075 New
CA
411
Commerzbank Aktiengesellschaft
Germany
$444K -$131K -1,200 -23%
AWM
412
Altium Wealth Management
New York
$442K +$14.8K +135 +3%
WOC
413
West Oak Capital
California
$437K +$437K +4,000 New
FPFS
414
First Personal Financial Services
North Carolina
$431K -$699K -6,389 -62%
TH
415
Timber Hill
Connecticut
$427K -$10.9K -100 -2%
AWA
416
Acorn Wealth Advisors
Michigan
$427K +$244K +2,200 +134%
ZF
417
Zhang Financial
Michigan
$426K
Cerity Partners
418
Cerity Partners
New York
$422K -$28.6K -262 -6%
SWA
419
SFMG Wealth Advisors
Texas
$418K -$31.7K -290 -7%
RC
420
RegentAtlantic Capital
New Jersey
$416K
TW
421
Towerpoint Wealth
California
$415K
FMWA
422
Forvis Mazars Wealth Advisors
Missouri
$405K -$5.41M -49,466 -93%
BSB
423
Bangor Savings Bank
Maine
$400K -$40.9K -374 -9%
SFA
424
Sequoia Financial Advisors
Ohio
$395K -$144K -1,316 -27%
Allianz Asset Management
425
Allianz Asset Management
Germany
$394K -$463K -4,226 -54%