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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 %
BC
526
Bartlett & Co
Ohio
$202K -$19.1K -175 -9%
BBHC
527
Brown Brothers Harriman & Co
New York
$200K
GBBWRPM
528
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$191K +$191K +1,743 New
OC
529
Oakworth Capital
Alabama
$186K
KF
530
Krilogy Financial
Missouri
$184K +$95.8K +877 +109%
Bessemer Group
531
Bessemer Group
New Jersey
$175K
FCMT
532
Founders Capital Management (Texas)
Texas
$173K
DSC
533
Duncker Streett & Co
Missouri
$149K +$436 +4 +0.3%
PA
534
Parallel Advisors
California
$148K +$84.6K +772 +134%
PCA
535
Peddock Capital Advisors
Massachusetts
$145K -$66.5K -606 -31%
CCA
536
Clearwater Capital Advisors
Illinois
$139K +$139K +1,273 New
CFD
537
Creative Financial Designs
Indiana
$132K +$2.83K +26 +2%
YWP
538
YorkBridge Wealth Partners
New York
$124K +$110 +1 +0.1%
TF
539
Tompkins Financial
New York
$122K
OIA
540
Optimum Investment Advisors
Illinois
$122K +$122K +1,115 New
FIB
541
First Interstate Bank
Montana
$112K +$112K +1,020 New
VCM
542
Virtue Capital Management
Tennessee
$106K -$4.65K -42 -4%
S
543
SignatureFD
Georgia
$102K +$102K +930 New
RWP
544
RWA Wealth Partners
Massachusetts
$99K +$99K +901 New
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$98K +$1.86K +17 +2%
AF
546
Arrow Financial
New York
$94K -$15.4K -140 -14%
BWA
547
Burt Wealth Advisors
Maryland
$94K
WAM
548
Wolverine Asset Management
Illinois
$93K -$170K -1,571 -65%
MOS
549
MGO One Seven
Ohio
$93K -$42.2K -387 -31%
DBT
550
Dubuque Bank & Trust
Iowa
$90K