IVE icon

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 %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$3.49M +$74.5K +681 +2%
B
177
Bailard
California
$3.47M -$155K -1,420 -4%
GG
178
GenWealth Group
New Jersey
$3.46M +$324K +2,962 +10%
SAM
179
Silvercrest Asset Management
New York
$3.46M -$622K -5,690 -15%
PFA
180
Pathway Financial Advisors
Vermont
$3.4M
HCM
181
Hudson Capital Management
New Jersey
$3.29M -$263K -2,407 -7%
NFG
182
Next Financial Group
Texas
$3.29M +$2.23M +20,425 +212%
SEIA
183
Signature Estate & Investment Advisors
California
$3.23M -$37.5K -343 -1%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.05M -$3.28K -30 -0.1%
NSB
185
Norway Savings Bank
Maine
$2.99M +$84.2K +770 +3%
SCA
186
Snowden Capital Advisors
New York
$2.96M -$2.36M -21,591 -44%
TSS
187
Two Sigma Securities
New York
$2.96M -$1.87M -17,104 -39%
SF
188
Synovus Financial
Georgia
$2.95M +$16.5K +151 +0.6%
CAL
189
Capital Analysts LLC
Pennsylvania
$2.92M -$30.9K -283 -1%
NB
190
Nicolet Bankshares
Wisconsin
$2.92M -$1.75K -16 -0.1%
Wolverine Trading
191
Wolverine Trading
Illinois
$2.87M +$2.34M +21,376 +442%
ALIONA
192
Allianz Life Insurance of North America
Minnesota
$2.82M +$65.4K +601 +2%
WWM
193
Windsor Wealth Management
Indiana
$2.77M +$3.39K +31 +0.1%
MA
194
Mutual Advisors
Nebraska
$2.66M +$211K +1,926 +9%
DWM
195
Darwin Wealth Management
Florida
$2.64M -$239K -2,185 -8%
Two Sigma Advisers
196
Two Sigma Advisers
New York
$2.62M -$3.78M -34,600 -59%
SCM
197
Stordahl Capital Management
Colorado
$2.6M +$9.08K +83 +0.4%
SG Americas Securities
198
SG Americas Securities
New York
$2.57M -$1.75M -15,980 -40%
JIC
199
Johnson Investment Counsel
Ohio
$2.57M -$537K -4,909 -17%
CCM
200
Cribstone Capital Management
Maine
$2.55M -$1.13M -10,304 -31%