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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 %
Simplex Trading
551
Simplex Trading
Illinois
$176K +$176K +1,521 New
BBA
552
Braun-Bostich & Associates
Pennsylvania
$167K -$134K -1,152 -44%
PA
553
Parallel Advisors
California
$160K +$4.04K +35 +3%
DSC
554
Duncker Streett & Co
Missouri
$159K +$580 +5 +0.4%
Deutsche Bank
555
Deutsche Bank
Germany
$150K
PCA
556
Peddock Capital Advisors
Massachusetts
$145K +$116 +1 +0.1%
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$143K -$11.4K -98 -7%
WA
558
WealthTrust-Arizona
Arizona
$142K +$142K +1,229 New
RPG
559
Risk Paradigm Group
Texas
$139K
LGWM
560
Litman Gregory Wealth Management
California
$130K +$121K +1,051 +1,401%
OIA
561
Optimum Investment Advisors
Illinois
$129K
TF
562
Tompkins Financial
New York
$129K
CFD
563
Creative Financial Designs
Indiana
$111K -$36.7K -318 -25%
S
564
SignatureFD
Georgia
$108K
YWP
565
YorkBridge Wealth Partners
New York
$107K -$5.24K -45 -5%
BWA
566
Burt Wealth Advisors
Maryland
$100K
RMAM
567
Raab & Moskowitz Asset Management
New Jersey
$98K +$98K +848 New
SCM
568
Southport Capital Management
Tennessee
$96K +$96K +825 New
DBT
569
Dubuque Bank & Trust
Iowa
$95K
SIAS
570
Shine Investment Advisory Services
Colorado
$93K
GP
571
Girard Partners
Pennsylvania
$90K +$90K +781 New
TFS
572
TrustCore Financial Services
Tennessee
$88K
ME
573
McIlrath & Eck
Washington
$88K +$924 +8 +1%
POIA
574
Pin Oak Investment Advisors
Texas
$82K
CG
575
Cutler Group
California
$81K -$23.1K -200 -22%