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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 %
GT
276
Glenview Trust
Kentucky
$2.28M +$134K +1,030 +6%
IF
277
Ironwood Financial
Arizona
$2.27M -$52.4K -403 -2%
SAM
278
Silvercrest Asset Management
New York
$2.25M -$189K -1,450 -8%
ELC
279
Edgar Lomax Company
Virginia
$2.24M
SCM
280
Smith Capital Management
Arkansas
$2.19M -$30.6K -235 -1%
PRWA
281
Platte River Wealth Advisors
Colorado
$2.16M +$2.16M +17,056 New
SG
282
StoneX Group
New York
$2.15M +$1.21M +9,270 +128%
APP
283
Avantax Planning Partners
Iowa
$2.14M -$39K -300 -2%
GLLW
284
Graves Light Lenhart Wealth
Virginia
$2.13M
IFWM
285
Institute for Wealth Management
Colorado
$2.09M +$2.09M +16,054 New
MSWMA
286
Market Street Wealth Management Advisors
Indiana
$2.09M +$2.21K +17 +0.1%
PA
287
PSI Advisors
Florida
$2.05M +$2.05M +15,737 New
MFT
288
Moisand Fitzgerald Tamayo
Florida
$2.03M -$7.16K -55 -0.4%
FFN
289
Focus Financial Network
Minnesota
$2.03M +$48.4K +372 +2%
WB
290
WesBanco Bank
West Virginia
$2.03M -$41.2K -317 -2%
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$2.01M -$7.15K -55 -0.4%
BP
292
BBR Partners
New York
$1.98M +$146K +1,120 +8%
GCM
293
Gables Capital Management
Florida
$1.98M
EIP
294
Ellis Investment Partners
Pennsylvania
$1.97M -$141K -1,083 -7%
GI
295
GAMCO Investors
Connecticut
$1.95M -$19.5K -150 -1%
CG
296
Cutler Group
California
$1.95M +$1.95M +15,000 New
WP
297
WMS Partners
Maryland
$1.95M -$13K -100 -0.7%
SPIA
298
Steward Partners Investment Advisory
New York
$1.94M +$639K +4,912 +49%
LNC
299
Lincoln National Corp
Pennsylvania
$1.94M +$147K +1,132 +8%
OIA
300
OneDigital Investment Advisors
Kansas
$1.9M +$85.5K +657 +5%