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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 %
WCM
526
Wealthcare Capital Management
Virginia
$222K
CB
527
Chemical Bank
Michigan
$221K +$221K +1,907 New
IFS
528
Ifrah Financial Services
Arkansas
$217K -$4.17K -36 -2%
CTB
529
Country Trust Bank
Illinois
$217K
OFG
530
OmniStar Financial Group
North Carolina
$216K +$1.51K +13 +0.7%
KF
531
Krilogy Financial
Missouri
$215K +$215K +1,852 New
CA
532
Continuum Advisory
Idaho
$214K -$12.5K -108 -6%
OC
533
Oarsman Capital
Wisconsin
$214K +$214K +1,850 New
ONST
534
Old North State Trust
North Carolina
$212K +$212K +1,837 New
WA
535
Wealth Architects
California
$211K
FNT
536
First National Trust
Pennsylvania
$210K +$210K +1,809 New
VCP
537
Vista Capital Partners
Oregon
$209K -$26.8K -231 -11%
TL
538
TrueWealth LLC
Georgia
$208K -$220K
CIC
539
Carnegie Investment Counsel
Ohio
$206K -$71.3K -633 -26%
MSAM
540
Moloney Securities Asset Management
Missouri
$205K -$72.4K -624 -26%
CB
541
Community Bank
New York
$204K +$187K +1,610 +1,073%
CBN
542
Cadence Bank NA
Texas
$204K +$204K +1,758 New
GBBWRPM
543
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$203K +$1.27K +11 +0.6%
CAMG
544
CWA Asset Management Group
Florida
$202K +$202K +1,741 New
OC
545
Oakworth Capital
Alabama
$196K
GAM
546
Gemmer Asset Management
California
$189K -$17.5K -151 -8%
Bessemer Group
547
Bessemer Group
New Jersey
$185K
FCMT
548
Founders Capital Management (Texas)
Texas
$183K
RFWA
549
RPg Family Wealth Advisory
Massachusetts
$180K -$17.4K -150 -9%
BBHC
550
Brown Brothers Harriman & Co
New York
$180K