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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 %
RIS
451
Retirement Income Solutions
Michigan
$329K +$329K +3,007 New
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$324K +$5.47K +50 +2%
CAM
453
Close Asset Management
United Kingdom
$321K
NAM
454
NTV Asset Management
West Virginia
$319K -$328K -2,999 -51%
AT
455
Arden Trust
Delaware
$318K
JGIA
456
Jackson Grant Investment Advisers
Connecticut
$316K +$1.86K +17 +0.6%
MCM
457
Murphy Capital Management
New Jersey
$311K +$5.46K +50 +2%
BEC
458
Blue Edge Capital
Virginia
$311K
WF
459
Welch & Forbes
Massachusetts
$307K -$228K -2,090 -43%
CTC
460
Central Trust Company
Missouri
$307K -$16.4K -150 -5%
MSAM
461
Moloney Securities Asset Management
Missouri
$306K -$318K -2,904 -51%
SWM
462
Stockman Wealth Management
Montana
$306K
QCG
463
Quadrant Capital Group
Ohio
$302K -$324K -2,980 -52%
PAMG
464
Patton Albertson Miller Group
Tennessee
$300K -$130K -1,189 -30%
MWM
465
Modera Wealth Management
New Jersey
$299K +$27.4K +250 +10%
NCM
466
Narwhal Capital Management
Georgia
$295K -$6.23K -57 -2%
CPSAC
467
Chas P. Smith & Associates (CPS)
Florida
$295K
SYBT
468
Stock Yards Bank & Trust
Kentucky
$290K
CCM
469
Coldstream Capital Management
Washington
$287K
DY
470
Dowling & Yahnke
California
$286K -$876 -8 -0.3%
SWM
471
SeaCrest Wealth Management
New York
$285K +$437 +4 +0.2%
AWM
472
AE Wealth Management
Kansas
$282K +$70K +640 +33%
CFA
473
Camarda Financial Advisors
Florida
$279K -$42.5K -389 -13%
RG
474
Rikoon Group
New Mexico
$278K -$10.8K -101 -4%
AF
475
Alerus Financial
North Dakota
$276K