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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 %
W
501
Wealthfront
California
$246K +$5.82K +51 +2%
OIWM
502
OptiFour Integrated Wealth Management
Virginia
$242K +$242K +2,122 New
VCP
503
Vista Capital Partners
Oregon
$240K
SIC
504
Sigma Investment Counselors
Michigan
$239K +$239K +2,095 New
MWAC
505
Mariner Wealth Advisors (Cincinnati)
Ohio
$236K
WTC
506
WhitTier Trust Company
Nevada
$234K
BMO
507
Beck Mack & Oliver
New York
$233K -$22.9K -200 -9%
ATFA
508
All Terrain Financial Advisors
Minnesota
$233K +$233K +2,040 New
BC
509
Bartlett & Co
Ohio
$231K -$5.7K -50 -2%
PNAA
510
Pictet North America Advisors
Switzerland
$228K -$399K -3,500 -64%
BPC
511
Banque Pictet & Cie
Switzerland
$228K -$399K -3,500 -64%
KIA
512
KCM Investment Advisors
California
$228K
AAM
513
Aureus Asset Management
Massachusetts
$228K
HCIA
514
Hochman Cole Investment Advisors
Illinois
$228K
TL
515
TrueWealth LLC
Georgia
$228K
VDI
516
Vaughan David Investments
Illinois
$225K
PL
517
Parthenon LLC
Kentucky
$225K
TWM
518
Titus Wealth Management
California
$224K +$224K +1,957 New
AWM
519
AE Wealth Management
Kansas
$221K +$221K +1,937 New
PCA
520
Peddock Capital Advisors
Massachusetts
$220K -$5.48K -48 -2%
SE
521
Summit Equities
New Jersey
$219K +$219K +1,915 New
Jane Street
522
Jane Street
New York
$218K -$1.16M -10,095 -84%
AB
523
Atlas Brown
Kentucky
$218K +$218K +1,817 New
CTB
524
Country Trust Bank
Illinois
$214K
GLA
525
Good Life Advisors
Pennsylvania
$213K +$213K +1,837 New