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iShares S&P 500 Value ETF

712 hedge funds and large institutions have $10.7B invested in iShares S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 219 increasing their positions, 260 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-14
Holders Change %
-1.93%
% of All Funds
15.64%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.41%
New
46
Increased
219
Reduced
260
Closed
54
Calls
$10M
Puts
$1.85M
Net Calls
+$8.16M
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
251
Capital Advisors Ltd
Ohio
$1.98M +$1.74M +9,950 +703%
GT
252
Glenview Trust
Kentucky
$1.96M
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$1.91M -$135K -1,136 -7%
BRWA
254
B. Riley Wealth Advisors
Florida
$1.9M +$409K +3,434 +27%
EIP
255
Ellis Investment Partners
Pennsylvania
$1.9M -$48.8K -415 -3%
WB
256
WesBanco Bank
West Virginia
$1.9M +$127K +1,069 +7%
SS
257
Simplicity Solutions
Minnesota
$1.88M -$5.18M -43,526 -73%
MAM
258
Marquette Asset Management
Minnesota
$1.87M
MFT
259
Moisand Fitzgerald Tamayo
Florida
$1.87M -$5.72K -48 -0.3%
WAM
260
Wealthspire Advisors (Maryland)
Maryland
$1.84M -$28.5K -239 -2%
FFN
261
Focus Financial Network
Minnesota
$1.81M -$135K -1,136 -7%
GCM
262
Gables Capital Management
Florida
$1.81M +$1.81M +15,180 New
GI
263
GAMCO Investors
Connecticut
$1.81M +$17.9K +150 +1%
WP
264
WMS Partners
Maryland
$1.8M -$68.6K -576 -4%
CGFA
265
Colton Groome Financial Advisors
North Carolina
$1.76M -$52.6K -419 -3%
AIA
266
Arcadia Investment Advisors
Idaho
$1.75M
BNP Paribas Financial Markets
267
BNP Paribas Financial Markets
France
$1.75M -$16.6M -139,223 -90%
DWM
268
Darwin Wealth Management
Florida
$1.75M -$148K -1,240 -8%
BOS
269
Bingham Osborn & Scarborough
California
$1.71M +$97.7K +820 +6%
AWP
270
Ascent Wealth Partners
New York
$1.7M -$11.1K -93 -0.6%
CBU
271
CIBC Bank USA
Illinois
$1.68M -$20.5K -172 -1%
TCM
272
Telos Capital Management
California
$1.68M +$119 +1 +0%
BP
273
BBR Partners
New York
$1.68M +$1.68M +14,102 New
HB
274
Homrich & Berg
Georgia
$1.67M -$41.4K -347 -2%
GWA
275
Guidant Wealth Advisors
Illinois
$1.67M -$39.4K -331 -2%