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iShares S&P 500 Value ETF

821 hedge funds and large institutions have $12B invested in iShares S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+109
Holders Change %
+15.31%
% of All Funds
16.21%
Holding in Top 10
79
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.44%
% of All Funds
1.56%
New
149
Increased
269
Reduced
240
Closed
33
Calls
$9.63M
Puts
$3.64M
Net Calls
+$5.99M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
226
Voya Financial Advisors
Connecticut
$3.76M +$2.76M +21,303 +277%
SEIA
227
Signature Estate & Investment Advisors
California
$3.74M -$213K -1,634 -5%
QCM
228
Quest Capital Management
Texas
$3.65M -$462K -3,552 -11%
PP
229
Palladium Partners
Virginia
$3.59M +$1.13M +8,663 +46%
LFAS
230
Level Four Advisory Services
Texas
$3.57M -$8.06K -62 -0.2%
Brown Advisory
231
Brown Advisory
Maryland
$3.57M +$205K +1,576 +6%
AIA
232
Arcadia Investment Advisors
Idaho
$3.53M +$1.61M +12,398 +84%
NB
233
Nicolet Bankshares
Wisconsin
$3.4M
SWP
234
Stratos Wealth Partners
Ohio
$3.35M +$385K +2,963 +13%
WA
235
Wealth Alliance
New York
$3.32M +$3.32M +25,507 New
FNBT
236
FineMark National Bank & Trust
Florida
$3.25M +$21.5K +165 +0.7%
BWA
237
BDO Wealth Advisors
Florida
$3.23M -$216K -1,661 -6%
NSB
238
Norway Savings Bank
Maine
$3.23M -$284K -2,184 -8%
HWA
239
Hilltop Wealth Advisors
North Carolina
$3.17M +$3.17M +24,366 New
CB
240
Commerce Bank
Missouri
$3.12M -$650 -5 -0%
Wealth Enhancement Advisory Services
241
Wealth Enhancement Advisory Services
Minnesota
$3.12M +$897K +6,892 +40%
EWF
242
Epstein & White Financial
California
$3.08M -$9.15M -70,409 -75%
MWM
243
Mattern Wealth Management
Kansas
$3.08M +$3.08M +23,682 New
EWA
244
EP Wealth Advisors
California
$3.07M +$1.57M +12,084 +105%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$3.03M +$8.33K +64 +0.3%
BEC
246
Blue Edge Capital
Virginia
$3.02M +$131K +1,007 +5%
EWM
247
Evercore Wealth Management
New York
$3.01M +$2.04M +15,691 +211%
First Trust Advisors
248
First Trust Advisors
Illinois
$2.98M +$20.3K +156 +0.7%
SRSA
249
S.R. Schill & Associates
Washington
$2.96M -$240K -1,844 -8%
MHS
250
M Holdings Securities
Oregon
$2.91M +$31.7K +244 +1%