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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 %
FFW
601
Fusion Family Wealth
New York
$34K -$5.86K -50 -15%
TA
602
Townsend & Associates
Colorado
$34K
MA
603
MCF Advisors
Kentucky
$31K
TCM
604
TD Capital Management
Tennessee
$29K +$233 +2 +0.8%
IAS
605
IMA Advisory Services
Colorado
$28K
IWMA
606
Ironwood Wealth Management (Arizona)
Arizona
$28K
FMP
607
Financial Management Professionals
Texas
$27K
FCB
608
First Command Bank
Texas
$27K
FCFS
609
First Command Financial Services
Texas
$27K
FWM
610
Focused Wealth Management
New York
$25K +$117 +1 +0.5%
SFG
611
SevenBridge Financial Group
Pennsylvania
$23K
HDIM
612
Hanson & Doremus Investment Management
Vermont
$22K
CWM
613
Catamount Wealth Management
Connecticut
$22K
SWP
614
Strategic Wealth Partners
Ohio
$20K
MIM
615
Macroview Investment Management
Maryland
$19K
DWA
616
Divergent Wealth Advisors
Utah
$19K
AssetMark Inc
617
AssetMark Inc
California
$18K -$342 -3 -2%
HT
618
Heritage Trust
Oklahoma
$18K
SPIA
619
Strategic Point Investment Advisors
Rhode Island
$17.7K +$231 +1,994 +1%
CCM
620
Covington Capital Management
California
$15K
TFA
621
Toth Financial Advisory
Virginia
$14K
WCAMG
622
Woodard & Company Asset Management Group
North Carolina
$13K +$13K +111 New
AC
623
Avestar Capital
New York
$12K
AWM
624
AllSquare Wealth Management
New York
$12K
GWS
625
Glassman Wealth Services
Virginia
$12K