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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$7.05M +$704K +6,442 +11%
ASN
127
Advisory Services Network
Georgia
$7.05M +$2.42M +22,142 +52%
GWA
128
Guidant Wealth Advisors
Illinois
$6.95M -$35.7K -261 -0.5%
FLA
129
Financial Life Advisors
Texas
$6.49M -$2.31M -21,551 -26%
Northern Trust
130
Northern Trust
Illinois
$6.37M +$727K +6,650 +13%
TAIM
131
TD Ameritrade Investment Management
Nebraska
$6.2M +$1.97M +17,977 +46%
EFSCE
132
Enterprise Financial Services Corp (EFSC)
Missouri
$6.19M -$72.7K -665 -1%
PS
133
Portfolio Strategies
New York
$6.18M -$52K -476 -0.8%
FBA
134
Front Barnett Associates
Illinois
$6.11M +$149K +1,364 +3%
AII
135
AGF Investments Inc
Ontario, Canada
$5.89M +$5.89M +53,835 New
PAG
136
Private Advisor Group
New Jersey
$5.81M -$727K -6,662 -11%
HJA
137
Hugh Johnson Advisors
New York
$5.79M +$299K +2,735 +5%
CS
138
Comerica Securities
Michigan
$5.75M -$220K -2,008 -4%
CWM
139
Cahaba Wealth Management
Georgia
$5.74M +$1.93K +18 +0%
Comerica Bank
140
Comerica Bank
Texas
$5.66M +$188K +1,688 +3%
CWM
141
Cranbrook Wealth Management
Michigan
$5.64M -$71.7K -656 -1%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$5.63M +$329K +3,007 +6%
Deutsche Bank
143
Deutsche Bank
Germany
$5.61M +$5.61M +51,290 New
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$5.51M -$835K -7,639 -13%
CAI
145
Capital Advisors Inc
Oklahoma
$5.4M +$480K +4,388 +10%
SAM
146
Securian Asset Management
Minnesota
$5.38M +$1.14M +10,400 +27%
PAIM
147
Punch & Associates Investment Management
Minnesota
$5.32M +$11.4K +104 +0.2%
WP
148
WealthSource Partners
California
$5.3M +$526K +4,814 +11%
OAM
149
Occidental Asset Management
California
$5.27M +$7K +64 +0.1%
CA
150
Cetera Advisors
Colorado
$5.12M +$1.09M +9,948 +27%