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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 %
LW
401
Linscomb Wealth
Texas
$490K +$116 +1 +0%
WTB
402
Washington Trust Bank
Washington
$487K -$39.4K -340 -7%
MBT
403
Montecito Bank & Trust
California
$486K
PFBT
404
Parkside Financial Bank & Trust
Missouri
$485K +$121K +1,045 +33%
MWPCG
405
Measured Wealth Private Client Group
New Hampshire
$485K +$219K +1,892 +82%
VWM
406
Venturi Wealth Management
Texas
$484K +$581 +5 +0.1%
CPO
407
Cerity Partners OCIO
New York
$481K
FC
408
Ferris Capital
Massachusetts
$479K
OFG
409
Oxford Financial Group
Indiana
$478K -$145K -1,250 -23%
AC
410
Alexandria Capital
Virginia
$477K -$11.6K -100 -2%
GFP
411
Gryphon Financial Partners
Ohio
$477K
TWM
412
Torch Wealth Management
Ohio
$477K +$2.89K +25 +0.6%
AFNAS
413
American Financial Network Advisory Services
California
$473K +$471K +4,040 +20,200%
CA
414
Commerzbank Aktiengesellschaft
Germany
$471K
BFPW
415
BOK Financial Private Wealth
Colorado
$469K -$5.09K -44 -1%
FA
416
Fiducient Advisors
Illinois
$462K -$10.1K -87 -2%
ZF
417
Zhang Financial
Michigan
$456K
CCM
418
Coldstream Capital Management
Washington
$455K +$151K +1,300 +50%
CCM
419
Condor Capital Management
New Jersey
$450K +$31.1K +269 +7%
SCM
420
SOL Capital Management
Maryland
$450K +$41.7K +360 +10%
G
421
GenTrust
Florida
$443K +$443K +3,806 New
AF
422
Arrow Financial
New York
$442K +$343K +2,965 +347%
RC
423
RegentAtlantic Capital
New Jersey
$440K -$347 -3 -0.1%
RIS
424
Retirement Income Solutions
Michigan
$438K
Cerity Partners
425
Cerity Partners
New York
$435K -$23.6K -204 -5%