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iShares S&P 500 Value ETF

626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.

Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.68M
Name Market Value Shares Shares
Change
Shares
Change %
JAM
601
Jolley Asset Management
North Carolina
$16K 146
CCM
602
Covington Capital Management
California
$14K 129
SIS
603
Sound Income Strategies
Florida
$14K 130 +130 New
TFA
604
Toth Financial Advisory
Virginia
$13K 118
MPPLM
605
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13K 119 +18 +18%
AC
606
Avestar Capital
New York
$12K 110
GWS
607
Glassman Wealth Services
Virginia
$11K 100
FRA
608
Front Row Advisors
California
$10K 88 -10 -10%
CG
609
Cutler Group
California
$10K 100 +100 New
AIA
610
Armor Investment Advisors
North Carolina
$8K 76
PG
611
Patten Group
Tennessee
$8K 70
AWM
612
Aevitas Wealth Management
Massachusetts
$8K 76
GI
613
Gradient Investments
Minnesota
$8K 77 +18 +31%
PK
614
Pflug Koory
Nebraska
$7K 63
AF
615
Allworth Financial
California
$6K 53
PS
616
Portfolio Solutions
Michigan
$6K 55
GEA
617
Glen Eagle Advisors
New Jersey
$5.47K 50
CBT
618
Central Bank & Trust
Kentucky
$5K 46 -232 -83%
LWA
619
Lowe Wealth Advisors
Maryland
$5K 50
SA
620
SRH Advisors
Kansas
$5K 46
CIM
621
Contravisory Investment Management
Massachusetts
$5K 49 +49 New
ML
622
McAdam LLC
Pennsylvania
$4K 34 +34 New
TI
623
Truepoint Inc
Ohio
$3.11K 340 -2,770 -89%
PWM
624
Perigon Wealth Management
California
$3K 24 +24 New
HA
625
Hamel Associates
New Jersey
$1.91K 17,471 -469 -3%