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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 %
First Manhattan
576
First Manhattan
New York
$40K
IA
577
IndexIQ Advisors
New York
$40K +$4.81K +44 +14%
SBL
578
Sargent Bickham Lagudis
Colorado
$38K
FFW
579
Fusion Family Wealth
New York
$37K -$13.6K -125 -27%
WT
580
Washington Trust
Rhode Island
$37K +$37K +333 New
CPA
581
Clear Perspective Advisors
Illinois
$37K +$37K +337 New
KCPG
582
Kavar Capital Partners Group
Kansas
$36K
SFM
583
Signet Financial Management
New Jersey
$36K
OFW
584
Omnia Family Wealth
Florida
$35K
FPS
585
Fieldpoint Private Securities
Connecticut
$34K
SMFS
586
Squar Milner Financial Services
California
$34K +$34K +306 New
TA
587
Townsend & Associates
Colorado
$32K
MA
588
MCF Advisors
Kentucky
$30K
TCM
589
TD Capital Management
Tennessee
$27K
IAS
590
IMA Advisory Services
Colorado
$27K +$27K +243 New
IWMA
591
Ironwood Wealth Management (Arizona)
Arizona
$27K +$27K +245 New
FCFS
592
First Command Financial Services
Texas
$26K
FCB
593
First Command Bank
Texas
$26K
FMP
594
Financial Management Professionals
Texas
$26K
FWM
595
Focused Wealth Management
New York
$23K
TWA
596
TCI Wealth Advisors
Arizona
$22K -$5.95K -53 -21%
CWM
597
Catamount Wealth Management
Connecticut
$22K
SFG
598
SevenBridge Financial Group
Pennsylvania
$22K
IFAM
599
Institutional & Family Asset Management
Colorado
$22K
HDIM
600
Hanson & Doremus Investment Management
Vermont
$21K