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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 %
SWP
601
Strategic Wealth Partners
Ohio
$19K
AssetMark Inc
602
AssetMark Inc
California
$18K -$10.8M -96,557 -100%
MIM
603
Macroview Investment Management
Maryland
$18K
DWA
604
Divergent Wealth Advisors
Utah
$18K
CB
605
Community Bank
New York
$17K -$2.27K -20 -12%
HT
606
Heritage Trust
Oklahoma
$17K
JAM
607
Jolley Asset Management
North Carolina
$16K
CCM
608
Covington Capital Management
California
$14K
TFA
609
Toth Financial Advisory
Virginia
$13K
AC
610
Avestar Capital
New York
$12K
AWM
611
Avondale Wealth Management
Texas
$11K -$687K -6,245 -98%
GWS
612
Glassman Wealth Services
Virginia
$11K
AWM
613
AllSquare Wealth Management
New York
$11K +$11K +100 New
RFM
614
Royal Fund Management
Florida
$11K +$11K +107 New
MPPLM
615
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K -$4.39K -39 -33%
AIA
616
Armor Investment Advisors
North Carolina
$8K
PG
617
Patten Group
Tennessee
$8K
AWM
618
Aevitas Wealth Management
Massachusetts
$8K
LGWM
619
Litman Gregory Wealth Management
California
$8K +$8K +75 New
SIS
620
Sound Income Strategies
Florida
$7K -$7.44K -67 -52%
PK
621
Pflug Koory
Nebraska
$7K
PS
622
Portfolio Strategies
New York
$6K -$6.06M -56,515 -100%
LWA
623
Lowe Wealth Advisors
Maryland
$6K
AF
624
Allworth Financial
California
$6K
BCP
625
Blackhawk Capital Partners
Wisconsin
$6K +$6K +55 New