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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 %
WT
576
Whittier Trust
California
$81K
First Manhattan
577
First Manhattan
New York
$79K +$37.2K +325 +89%
SFSIG
578
San Francisco Sentry Investment Group
California
$73K
VCM
579
Vigilant Capital Management
Maine
$73K
JWA
580
JFS Wealth Advisors
Pennsylvania
$71K
BWM
581
BerganKDV Wealth Management
Minnesota
$70K +$464 +4 +0.7%
TWA
582
TCI Wealth Advisors
Arizona
$66K +$43.3K +374 +191%
SMFS
583
Squar Milner Financial Services
California
$60K +$24.6K +212 +69%
BC
584
Barnett & Company
Tennessee
$58K
PAI
585
Pittenger & Anderson Inc
Nebraska
$58K +$5.8K +50 +11%
PMFA
586
Plante Moran Financial Advisors
Michigan
$57K
CBT
587
Capital Bank & Trust
California
$57K
MWM
588
MinichMacGregor Wealth Management
New York
$52K -$3.56K -31 -6%
HS
589
Horan Securities
United States
$49K -$28.8K -257 -37%
JFA
590
JNBA Financial Advisors
Minnesota
$49K -$18.9K -162 -28%
RFA
591
Reilly Financial Advisors
California
$49K -$1.15K -10 -2%
AOWM
592
Alpha Omega Wealth Management
Virginia
$49K
TCOV
593
Trust Company of Vermont
Vermont
$47K
LFA
594
Legacy Financial Advisors
Kentucky
$45K
IFAM
595
Institutional & Family Asset Management
Colorado
$41K +$18K +156 +78%
SBL
596
Sargent Bickham Lagudis
Colorado
$40K +$117 +1 +0.3%
CI
597
CX Institutional
Indiana
$39K -$17.2K -150 -31%
SFM
598
Signet Financial Management
New Jersey
$38K
OFW
599
Omnia Family Wealth
Florida
$37K
FPS
600
Fieldpoint Private Securities
Connecticut
$35K