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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 %
MAS
301
Managed Account Services
Florida
$1.36M +$13.4K +113 +1%
AW
302
ACG Wealth
Georgia
$1.35M +$36K +309 +3%
BAM
303
Baldrige Asset Management
Pennsylvania
$1.35M -$151K -1,295 -10%
HW
304
Hancock Whitney
Mississippi
$1.34M -$127K -1,088 -9%
OC
305
Oppenheimer & Co
New York
$1.33M -$200K -1,717 -13%
CIR
306
Clear Investment Research
Georgia
$1.33M -$121K -1,036 -8%
Prudential Financial
307
Prudential Financial
New Jersey
$1.32M +$234K +2,011 +22%
MG
308
Mather Group
Illinois
$1.31M +$1.87K +16 +0.1%
APA
309
American Portfolios Advisors
New York
$1.3M +$127K +1,089 +11%
MFW
310
Meristem Family Wealth
Minnesota
$1.29M
AIC
311
Ameritas Investment Company
Nebraska
$1.28M +$822K +7,052 +180%
RBC
312
Roble Belko & Company
Pennsylvania
$1.28M
PIMG
313
Patriot Investment Management Group
Tennessee
$1.27M -$51.3K -440 -4%
BPWA
314
Beacon Pointe Wealth Advisors
California
$1.26M +$469K +4,019 +59%
TFF
315
The Family Firm
Maryland
$1.25M +$5.36K +46 +0.4%
JHCP
316
Jackson Hole Capital Partners
Oklahoma
$1.22M +$26.2K +225 +2%
BWA
317
BlueSky Wealth Advisors
North Carolina
$1.21M -$6.29K -54 -0.5%
CFGS
318
Concourse Financial Group Securities
Alabama
$1.21M -$249K -2,135 -17%
Citadel Advisors
319
Citadel Advisors
Florida
$1.21M -$4.3M -36,886 -78%
KA
320
Kovack Advisors
Florida
$1.2M +$147K +1,260 +14%
TWP
321
Total Wealth Planning
Ohio
$1.19M -$11.8K -101 -1%
SW
322
SVB Wealth
Massachusetts
$1.19M +$1.19M +10,219 New
AAS
323
Avantax Advisory Services
Texas
$1.19M +$57.5K +493 +5%
CL
324
Choreo LLC
Illinois
$1.19M +$93.9K +806 +9%
MIAN
325
Mariner Independent Advisor Network
Kansas
$1.17M -$50K -427 -4%