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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 %
CAM
451
Close Asset Management
United Kingdom
$343K
WP
452
WealthShield Partners
North Carolina
$342K +$342K +2,984 New
W
453
WealthShield
North Carolina
$342K +$342K +2,984 New
CTC
454
Central Trust Company
Missouri
$338K
CFA
455
Camarda Financial Advisors
Florida
$336K -$209K -1,828 -38%
BBA
456
Braun-Bostich & Associates
Pennsylvania
$333K +$333K +2,916 New
FFA
457
First Foundation Advisors
California
$333K +$333K +2,918 New
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K
AT
459
Arden Trust
Delaware
$332K
OFG
460
OmniStar Financial Group
North Carolina
$330K +$330K +2,890 New
JGIA
461
Jackson Grant Investment Advisers
Connecticut
$329K +$3.77K +33 +1%
HPWM
462
Highland Private Wealth Management
Washington
$328K
BEC
463
Blue Edge Capital
Virginia
$325K
SWM
464
Stockman Wealth Management
Montana
$320K
MCM
465
Murphy Capital Management
New Jersey
$319K -$22.8K -200 -7%
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$319K -$19.4K -170 -6%
WSFS
467
Wilmington Savings Fund Society
Delaware
$319K
SSB
468
Sandy Spring Bank
Maryland
$318K
NCM
469
Narwhal Capital Management
Georgia
$315K -$4.91K -43 -2%
RG
470
Rikoon Group
New Mexico
$309K -$66.5K -582 -18%
CPSAC
471
Chas P. Smith & Associates (CPS)
Florida
$308K +$5.71K +50 +2%
SYBT
472
Stock Yards Bank & Trust
Kentucky
$303K -$32.4K -283 -10%
CCM
473
Coldstream Capital Management
Washington
$300K -$3.89K -34 -1%
DY
474
Dowling & Yahnke
California
$299K
SWM
475
SeaCrest Wealth Management
New York
$298K +$298K +2,605 New