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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 %
GCA
426
Gradient Capital Advisors
California
$411K +$411K +3,596 New
PCMK
427
Paragon Capital Management (Kansas)
Kansas
$409K +$409K +3,582 New
WEC
428
Winslow Evans & Crocker
Massachusetts
$408K
BA
429
Birinyi Associates
Connecticut
$406K
CCM
430
Condor Capital Management
New Jersey
$399K -$2.74K -24 -0.7%
CAL
431
Capital Advisors Ltd
Ohio
$398K +$1.03K +9 +0.3%
MPM
432
Meritage Portfolio Management
Kansas
$394K -$34.3K -300 -8%
LSA
433
L & S Advisors
California
$394K +$13.7K +120 +4%
SFPM
434
Sensible Financial Planning & Management
Massachusetts
$394K +$394K +3,451 New
WB
435
WesBanco Bank
West Virginia
$393K +$31K +271 +9%
PWA
436
Peterson Wealth Advisors
Utah
$392K +$392K +3,433 New
SCM
437
SOL Capital Management
Maryland
$387K -$4K -35 -1%
TTWM
438
TCV Trust & Wealth Management
Virginia
$383K
BIM
439
Bridges Investment Management
Nebraska
$382K +$382K +3,345 New
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$377K
GTAM
441
Global Trust Asset Management
Florida
$373K +$373K +3,270 New
APA
442
American Portfolios Advisors
New York
$373K +$373K +3,261 New
HI
443
Horizon Investments
North Carolina
$371K
FCI
444
Financial Counselors Inc
Kansas
$364K -$14.3K -125 -4%
DC
445
Davenport & Co
Virginia
$360K
PFBT
446
Parkside Financial Bank & Trust
Missouri
$359K -$9.83K -86 -3%
CCT
447
Country Club Trust
Missouri
$355K
TI
448
Truepoint Inc
Ohio
$355K
EAM
449
Evanson Asset Management
California
$351K -$57K -499 -14%
BL
450
Balentine LLC
Georgia
$351K