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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 %
MSWMA
251
Market Street Wealth Management Advisors
Indiana
$2.05M -$74.3K -621 -3%
PP
252
Palladium Partners
Virginia
$2.04M -$97.9K -840 -5%
Franklin Resources
253
Franklin Resources
California
$2.04M -$95.6K -820 -4%
FMWA
254
Forvis Mazars Wealth Advisors
Missouri
$2.01M -$681K -5,845 -25%
SCM
255
Smith Capital Management
Arkansas
$2.01M -$220K -1,886 -10%
SHA
256
Seneca House Advisors
Virginia
$2M -$179K -1,518 -8%
APP
257
Avantax Planning Partners
Iowa
$1.97M -$3.18K -27 -0.2%
EIP
258
Ellis Investment Partners
Pennsylvania
$1.95M +$272K +2,315 +16%
BFG
259
Barber Financial Group
Kansas
$1.94M +$1.24M +10,658 +179%
ELC
260
Edgar Lomax Company
Virginia
$1.92M +$43.4K +372 +2%
GT
261
Glenview Trust
Kentucky
$1.92M +$44.3K +380 +2%
JIP
262
Jaffetilchin Investment Partners
Florida
$1.92M +$2.68K +23 +0.1%
FFN
263
Focus Financial Network
Minnesota
$1.91M +$84.4K +724 +5%
GLLW
264
Graves Light Lenhart Wealth
Virginia
$1.87M +$91.5K +785 +5%
DWM
265
Darwin Wealth Management
Florida
$1.85M -$147K -1,258 -7%
GIA
266
Gladstone Institutional Advisory
Florida
$1.85M -$185K -1,591 -9%
MFT
267
Moisand Fitzgerald Tamayo
Florida
$1.83M -$171K -1,470 -9%
WAM
268
Wealthspire Advisors (Maryland)
Maryland
$1.83M -$20.2K -173 -1%
MAM
269
Marquette Asset Management
Minnesota
$1.83M
WP
270
WMS Partners
Maryland
$1.83M -$26.8K -230 -1%
BCM
271
Brasada Capital Management
Texas
$1.79M -$179K -1,509 -9%
GI
272
GAMCO Investors
Connecticut
$1.75M +$1.75M +15,000 New
Two Sigma Investments
273
Two Sigma Investments
New York
$1.75M +$1.75M +15,000 New
WB
274
WesBanco Bank
West Virginia
$1.73M -$37.5K -322 -2%
AIA
275
Arcadia Investment Advisors
Idaho
$1.72M