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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 %
OIWM
501
OptiFour Integrated Wealth Management
Virginia
$232K
SIC
502
Sigma Investment Counselors
Michigan
$229K
EA
503
Edge Advisors
Georgia
$229K +$114K +1,045 +100%
MCM
504
Manchester Capital Management
Vermont
$228K -$54.6K -500 -19%
SPL
505
Smart Portfolios LLC
Washington
$227K +$227K +2,073 New
FHA
506
First Horizon Advisors
Tennessee
$226K -$9.22K -84 -4%
MWAC
507
Mariner Wealth Advisors (Cincinnati)
Ohio
$226K
Simplex Trading
508
Simplex Trading
Illinois
$226K +$226K +2,071 New
HIIFS
509
Harel Insurance Investments & Financial Services
Israel
$225K +$225K +2,091 New
WTC
510
WhitTier Trust Company
Nevada
$224K
BMO
511
Beck Mack & Oliver
New York
$223K
VCP
512
Vista Capital Partners
Oregon
$222K -$7.42K -68 -3%
OFG
513
OmniStar Financial Group
North Carolina
$219K -$96.4K -883 -31%
TL
514
TrueWealth LLC
Georgia
$219K -$228K
KIA
515
KCM Investment Advisors
California
$219K
HCIA
516
Hochman Cole Investment Advisors
Illinois
$218K
PL
517
Parthenon LLC
Kentucky
$215K
TWM
518
Titus Wealth Management
California
$214K
PAM
519
Peak Asset Management
Colorado
$213K -$27.9K -255 -12%
SIMM
520
Stillwater Investment Management (Minnesota)
Minnesota
$212K +$212K +1,942 New
W
521
Wealthfront
California
$211K -$25.3K -231 -11%
FDS
522
Freedom Day Solutions
Texas
$210K +$210K +1,919 New
WCM
523
Wealthcare Capital Management
Virginia
$209K +$6.33K +58 +3%
CTB
524
Country Trust Bank
Illinois
$205K
BCWM
525
Bartlett & Co Wealth Management
Ohio
$202K +$202K +1,850 New