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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 %
OIA
276
OneDigital Investment Advisors
Kansas
$1.66M +$1.12M +9,406 +207%
IP
277
Investment Partners
Ohio
$1.64M +$953 +8 +0.1%
LNC
278
Lincoln National Corp
Pennsylvania
$1.64M +$464K +3,892 +39%
MMHP
279
Murphy Middleton Hinkle & Parker
Georgia
$1.6M -$33.5K -281 -2%
PWS
280
Paragon Wealth Strategies
Florida
$1.57M -$69.1K -580 -4%
MFW
281
Meristem Family Wealth
Minnesota
$1.57M +$251K +2,105 +19%
SFS
282
Sowell Financial Services
Arkansas
$1.57M +$1.57M +13,155 New
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$1.56M +$13.3K +112 +0.9%
PA
284
PFG Advisors
Arizona
$1.52M -$14.5K -125 -0.9%
JA
285
JOYN Advisors
Georgia
$1.51M -$7.75K -65 -0.5%
BWP
286
Bernardo Wealth Planning
Pennsylvania
$1.5M -$476 -4 -0%
GPWA
287
Great Point Wealth Advisors
Massachusetts
$1.49M
NA
288
NewEdge Advisors
Louisiana
$1.49M +$925K +7,725 +165%
Franklin Resources
289
Franklin Resources
California
$1.48M -$606K -5,085 -29%
AI
290
Atria Investments
North Carolina
$1.48M +$1.22M +10,230 +474%
CCM
291
Cribstone Capital Management
Maine
$1.46M -$222K -1,864 -13%
PFA
292
Pinnacle Family Advisors
Missouri
$1.44M -$2.91M -24,412 -67%
PWAP
293
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.44M +$38.7K +325 +3%
CC
294
Cadinha & Co
Hawaii
$1.43M -$98.3K -825 -6%
BAM
295
Baldrige Asset Management
Pennsylvania
$1.42M +$36.6K +307 +3%
EIA
296
Eldridge Investment Advisors
New Hampshire
$1.41M -$2.62K -22 -0.2%
MAS
297
Managed Account Services
Florida
$1.39M +$24.6K +207 +2%
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M -$2.14M -17,994 -61%
BCA
299
Bay Colony Advisors
Massachusetts
$1.38M +$200K +1,677 +17%
EWA
300
EP Wealth Advisors
California
$1.37M -$40.5K -340 -3%