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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 %
HIIFS
476
Harel Insurance Investments & Financial Services
Israel
$301K +$58.1K +500 +24%
VDI
477
Vaughan David Investments
Illinois
$297K +$49.1K +423 +20%
DAS
478
Dynamic Advisor Solutions
Arizona
$294K -$1.02M -8,789 -78%
RG
479
Rikoon Group
New Mexico
$294K -$7.53K -65 -2%
CA
480
Calton & Associates
Florida
$293K -$39.5K -341 -12%
AF
481
Alerus Financial
North Dakota
$292K
CCMD
482
Cypress Capital Management (Delaware)
Delaware
$292K
MWP
483
MYCIO Wealth Partners
Pennsylvania
$289K +$1.85K +16 +0.6%
DY
484
Dowling & Yahnke
California
$286K -$16.2K -140 -5%
WA
485
WBH Advisory
Maryland
$284K
KA
486
Klingman & Associates
New York
$279K
CWM
487
Chesapeake Wealth Management
Virginia
$277K -$29.1K -250 -9%
CCM
488
Colorado Capital Management
Colorado
$276K
SE
489
Summit Equities
New Jersey
$276K +$12.5K +108 +5%
AA
490
Ancora Advisors
Ohio
$275K +$16.2K +140 +6%
CAM
491
Close Asset Management
United Kingdom
$272K -$75.2K -650 -22%
GTAM
492
Global Trust Asset Management
Florida
$270K
CFA
493
Camarda Financial Advisors
Florida
$266K -$16.1K -139 -6%
Lazard Asset Management
494
Lazard Asset Management
New York
$266K
CFA
495
Capstone Financial Advisors
Illinois
$264K
WSTAM
496
Wilbanks Smith & Thomas Asset Management
Virginia
$264K
MWAC
497
Mariner Wealth Advisors (Cincinnati)
Ohio
$262K -$23.1K -200 -8%
FDS
498
Freedom Day Solutions
Texas
$261K +$4.87K +42 +2%
SIC
499
Sigma Investment Counselors
Michigan
$259K
FMBTD
500
First Midwest Bank Trust Division
Illinois
$258K -$737K -6,358 -74%