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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 %
CCT
451
Country Club Trust
Missouri
$367K +$9.15K +79 +3%
PA
452
Parkside Advisors
California
$364K -$21.2K -182 -6%
SWM
453
SeaCrest Wealth Management
New York
$359K +$57K +492 +19%
MIFH
454
Migdal Insurance & Financial Holdings
Israel
$353K -$255K -2,196 -42%
TI
455
Truepoint Inc
Ohio
$353K
SB
456
Simmons Bank
Arkansas
$347K +$58.6K +506 +20%
NAM
457
NTV Asset Management
West Virginia
$338K
JGIA
458
Jackson Grant Investment Advisers
Connecticut
$337K +$2.2K +19 +0.7%
ACI
459
Alpha Cubed Investments
California
$334K +$77.8K +695 +30%
HPWM
460
Highland Private Wealth Management
Washington
$333K
RWA
461
Ropes Wealth Advisors
Massachusetts
$331K +$211K +1,823 +176%
WF
462
Welch & Forbes
Massachusetts
$326K
FHA
463
First Horizon Advisors
Tennessee
$325K -$43K -372 -12%
NL
464
NWAM LLC
Washington
$325K +$12.9K +111 +4%
SWM
465
Stockman Wealth Management
Montana
$324K
CTC
466
Central Trust Company
Missouri
$321K
PWA
467
Peterson Wealth Advisors
Utah
$320K -$32K -276 -9%
DWM
468
Dakota Wealth Management
Florida
$319K +$319K +2,753 New
LWM
469
Lenox Wealth Management
Ohio
$316K -$3.73K -32 -1%
LWA
470
Lenox Wealth Advisors
New York
$314K
CPSAC
471
Chas P. Smith & Associates (CPS)
Florida
$313K
FWP
472
FAS Wealth Partners
Kansas
$313K +$41K +353 +15%
QCG
473
Quadrant Capital Group
Ohio
$308K
SYBT
474
Stock Yards Bank & Trust
Kentucky
$307K
ATFA
475
All Terrain Financial Advisors
Minnesota
$302K -$243K -2,100 -45%