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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 %
GCA
426
Gradient Capital Advisors
California
$393K
WP
427
WealthShield Partners
North Carolina
$391K +$64.9K +594 +20%
WEC
428
Winslow Evans & Crocker
Massachusetts
$390K
BA
429
Birinyi Associates
Connecticut
$388K
SFPM
430
Sensible Financial Planning & Management
Massachusetts
$386K +$8.21K +75 +2%
PCMK
431
Paragon Capital Management (Kansas)
Kansas
$384K -$6.88K -63 -2%
RPG
432
Risk Paradigm Group
Texas
$382K -$74K -677 -16%
CAL
433
Capital Advisors Ltd
Ohio
$382K +$547 +5 +0.1%
CCM
434
Condor Capital Management
New Jersey
$380K -$2.08K -19 -0.5%
LSA
435
L & S Advisors
California
$379K +$1.97K +18 +0.5%
SSB
436
Sandy Spring Bank
Maryland
$379K +$74.7K +683 +25%
PA
437
Parkside Advisors
California
$372K -$56.6K -518 -13%
SCM
438
SOL Capital Management
Maryland
$366K -$4.38K -40 -1%
BIM
439
Bridges Investment Management
Nebraska
$366K
TTWM
440
TCV Trust & Wealth Management
Virginia
$366K
DC
441
Davenport & Co
Virginia
$360K +$15K +137 +4%
TIM
442
Total Investment Management
Arizona
$352K +$352K +3,215 New
CFA
443
Capstone Financial Advisors
Illinois
$345K +$345K +3,155 New
PWA
444
Peterson Wealth Advisors
Utah
$344K -$31.7K -290 -8%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$344K
SC
446
Scotia Capital
Ontario, Canada
$342K -$359K -3,276 -51%
CCT
447
Country Club Trust
Missouri
$339K -$547 -5 -0.2%
BBA
448
Braun-Bostich & Associates
Pennsylvania
$338K +$19.1K +175 +6%
EAM
449
Evanson Asset Management
California
$336K
AB
450
Atlas Brown
Kentucky
$333K +$134K +1,231 +68%