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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 %
First Trust Advisors
201
First Trust Advisors
Illinois
$2.53M -$216K -1,972 -8%
BUB
202
BBVA USA Bancshares
Texas
$2.52M +$71.3K +652 +3%
BCM
203
Brasada Capital Management
Texas
$2.48M +$2.48M +22,663 New
PWS
204
Paragon Wealth Strategies
Florida
$2.47M -$153K -1,404 -6%
BOTW
205
Bank of the West
California
$2.43M +$55.4K +507 +2%
CAN
206
Cetera Advisor Networks
California
$2.43M +$140K +1,285 +6%
CB
207
Commerce Bank
Missouri
$2.38M +$41.6K +380 +2%
PFP
208
Pinnacle Financial Partners
Tennessee
$2.29M +$421K +3,848 +23%
HS
209
Horan Securities
United States
$2.26M +$110K +1,000 +5%
PP
210
Palladium Partners
Virginia
$2.23M -$169K -1,545 -7%
CC
211
Cadinha & Co
Hawaii
$2.21M -$282K -2,582 -11%
CS
212
Credit Suisse
Switzerland
$2.16M -$7.12M -65,112 -77%
MGIA
213
Matthew Goff Investment Advisor
Texas
$2.15M -$19.7K -180 -0.9%
SXL
214
Summit X LLC
Missouri
$2.09M -$210K -1,906 -9%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$2.09M +$2.09M +19,114 New
VFA
216
Voya Financial Advisors
Connecticut
$2.08M -$64.5K -597 -3%
TF
217
TIAA FSB
Florida
$2.07M +$37.2K +340 +2%
FMC
218
First Merchants Corp
Indiana
$2.05M
BCI
219
Brinker Capital Investments
Pennsylvania
$2.01M +$206K +1,882 +11%
BMCM
220
Bryn Mawr Capital Management
Pennsylvania
$2.01M +$299K +2,737 +18%
SPIA
221
Steward Partners Investment Advisory
New York
$1.99M +$160K +1,461 +9%
IF
222
Ironwood Financial
Arizona
$1.97M -$5.68K -52 -0.3%
WP
223
WMS Partners
Maryland
$1.93M -$76K -695 -4%
VIA
224
Vantage Investment Advisors
Pennsylvania
$1.93M -$18.3K -167 -0.9%
APP
225
Avantax Planning Partners
Iowa
$1.92M -$16.5K -151 -0.9%