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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 %
Creative Planning
151
Creative Planning
Kansas
$5.08M +$335K +3,061 +7%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$4.82M +$477K +4,366 +11%
AIG
153
American International Group
New York
$4.79M -$678K -6,200 -12%
SIAM
154
Sterling Investment Advisors (Missouri)
Missouri
$4.74M -$54.4K -498 -1%
JFA
155
Johanson Financial Advisors
California
$4.72M -$33.3K -305 -0.7%
LIA
156
LBMC Investment Advisors
Tennessee
$4.61M -$1.01M -9,211 -18%
CG
157
Colony Group
Massachusetts
$4.6M -$326K -2,980 -7%
LA
158
Leonetti & Associates
Illinois
$4.57M -$555K -5,075 -11%
AWM
159
Avior Wealth Management
Nebraska
$4.31M +$467K +4,274 +12%
CA
160
Clearstead Advisors
Ohio
$4.24M
SIA
161
Starfire Investment Advisers
Michigan
$4.16M +$4.16M +38,059 New
SCG
162
Sonata Capital Group
Washington
$4.07M -$32.6K -298 -0.8%
Invesco
163
Invesco
Georgia
$4.05M -$115K -1,048 -3%
IA
164
Independence Advisors
Pennsylvania
$4.01M +$649K +5,935 +19%
IA
165
IFP Advisors
Florida
$3.98M
SFS
166
Sowell Financial Services
Arkansas
$3.93M +$66.9K +616 +2%
SNT
167
Security National Trust
West Virginia
$3.91M +$10.9K +100 +0.3%
PSUF
168
People's United Financial
Connecticut
$3.89M -$94K -860 -2%
LFAS
169
Level Four Advisory Services
Texas
$3.83M -$1.2M -10,952 -24%
GWM
170
Geneos Wealth Management
Colorado
$3.78M -$117K -1,071 -3%
FNBT
171
FineMark National Bank & Trust
Florida
$3.78M +$138K +1,263 +4%
FMW
172
Farr Miller & Washington
District of Columbia
$3.77M +$111K +1,012 +3%
FHC
173
First Heartland Consultants
Missouri
$3.7M -$115K -1,055 -3%
NA
174
Nottingham Advisors
New York
$3.65M -$7.22M -63,239 -66%
SRSA
175
S.R. Schill & Associates
Washington
$3.56M -$72.6K -664 -2%