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iShares S&P 500 Value ETF

726 hedge funds and large institutions have $10.4B invested in iShares S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 239 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
15.79%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.5%
New
50
Increased
239
Reduced
270
Closed
39
Calls
$9.34M
Puts
$501K
Net Calls
+$8.84M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
226
M Holdings Securities
Oregon
$2.7M +$384K +3,292 +17%
SCM
227
Stordahl Capital Management
Colorado
$2.67M -$43.6K -367 -2%
SF
228
Synovus Financial
Georgia
$2.66M -$9.42K -81 -0.4%
SCG
229
Sonata Capital Group
Washington
$2.6M -$1.6M -13,681 -38%
BEC
230
Blue Edge Capital
Virginia
$2.56M +$312K +2,676 +14%
TWM
231
Tolleson Wealth Management
Texas
$2.54M -$117K -1,000 -4%
FTS
232
Fifth Third Securities
Ohio
$2.5M +$2.5M +21,461 New
TRCT
233
Tower Research Capital (TRC)
New York
$2.48M +$892K +7,653 +56%
PIM
234
Parker Investment Management
California
$2.47M +$2.47M +21,151 New
BC
235
Bartlett & Co
Ohio
$2.44M +$419K +3,591 +21%
BCWM
236
Bartlett & Co Wealth Management
Ohio
$2.44M +$419K +3,591 +21%
SWP
237
Stratos Wealth Partners
Ohio
$2.44M +$230K +1,969 +10%
AllianceBernstein
238
AllianceBernstein
Tennessee
$2.39M -$270K -2,320 -10%
RVPG
239
Relative Value Partners Group
$2.35M +$43.8K +376 +2%
FMC
240
First Merchants Corp
Indiana
$2.32M +$131K +1,127 +6%
EPA
241
Element Pointe Advisors
Florida
$2.3M
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$2.27M -$31.4K -269 -1%
BCM
243
BTC Capital Management
Iowa
$2.22M
SAM
244
Silvercrest Asset Management
New York
$2.18M
BCM
245
Brookstone Capital Management
Illinois
$2.17M -$3.53M -30,265 -62%
SCM
246
SOL Capital Management
Maryland
$2.15M -$192K -1,650 -8%
IFWM
247
Institute for Wealth Management
Colorado
$2.11M -$36.4K -312 -2%
BMCM
248
Bryn Mawr Capital Management
Pennsylvania
$2.11M +$31.8K +273 +2%
IF
249
Ironwood Financial
Arizona
$2.08M -$16K -137 -0.8%
FMBTD
250
First Midwest Bank Trust Division
Illinois
$2.06M +$1.41M +12,107 +218%