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iShares S&P 500 Value ETF

636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAS
551
Shine Investment Advisory Services
Colorado
$88K
TFS
552
TrustCore Financial Services
Tennessee
$84K
ME
553
McIlrath & Eck
Washington
$83K -$4.4K -40 -5%
WIM
554
Westside Investment Management
California
$79.3K
HS
555
Horan Securities
United States
$78K -$2.23M -19,857 -97%
POIA
556
Pin Oak Investment Advisors
Texas
$78K
WT
557
Whittier Trust
California
$77K -$1.28M -11,527 -94%
VCM
558
Vigilant Capital Management
Maine
$69K
SFSIG
559
San Francisco Sentry Investment Group
California
$69K
JWA
560
JFS Wealth Advisors
Pennsylvania
$67K
BWM
561
BerganKDV Wealth Management
Minnesota
$66K +$66K +600 New
JFA
562
JNBA Financial Advisors
Minnesota
$64K
FIA
563
FNY Investment Advisers
New York
$59K +$59K +540 New
PMFA
564
Plante Moran Financial Advisors
Michigan
$55K
BC
565
Barnett & Company
Tennessee
$55K
CBT
566
Capital Bank & Trust
California
$54K
CI
567
CX Institutional
Indiana
$54K +$54K +490 New
MWM
568
MinichMacGregor Wealth Management
New York
$53K
PAI
569
Pittenger & Anderson Inc
Nebraska
$50K -$11.7K -105 -19%
RFA
570
Reilly Financial Advisors
California
$48K
AF
571
Advisornet Financial
Minnesota
$47K +$5.94K +54 +14%
AOWM
572
Alpha Omega Wealth Management
Virginia
$46K
FNB
573
Farmers National Bank
Kentucky
$44K
LFA
574
Legacy Financial Advisors
Kentucky
$44K
TCOV
575
Trust Company of Vermont
Vermont
$44K