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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 %
MIAN
301
Mariner Independent Advisor Network
Kansas
$1.35M +$168K +1,422 +14%
OC
302
Oppenheimer & Co
New York
$1.34M -$20.1K -169 -1%
BPWA
303
Beacon Pointe Wealth Advisors
California
$1.34M +$55.8K +468 +4%
HW
304
Hancock Whitney
Mississippi
$1.31M -$59.1K -496 -4%
RBC
305
Roble Belko & Company
Pennsylvania
$1.3M
CIR
306
Clear Investment Research
Georgia
$1.3M -$61K -512 -4%
MSA
307
Marino Stram & Associates
Massachusetts
$1.29M -$113K -950 -8%
William Blair & Company
308
William Blair & Company
Illinois
$1.28M +$229K +1,926 +22%
TFF
309
The Family Firm
Maryland
$1.28M
BAC
310
Boys Arnold & Co
North Carolina
$1.28M +$120K +1,015 +10%
PIMG
311
Patriot Investment Management Group
Tennessee
$1.27M -$5.26K -45 -0.4%
MG
312
Mather Group
Illinois
$1.25M -$91.7K -770 -7%
CWM
313
Connecticut Wealth Management
Connecticut
$1.24M +$93.7K +786 +8%
SW
314
SVB Wealth
Massachusetts
$1.24M +$24.2K +203 +2%
TWP
315
Total Wealth Planning
Ohio
$1.21M -$5K -42 -0.4%
KA
316
Kovack Advisors
Florida
$1.21M -$20.1K -169 -2%
SPIA
317
Steward Partners Investment Advisory
New York
$1.2M +$639K +5,362 +115%
APCM
318
Alaska Permanent Capital Management
Alaska
$1.19M
AWA
319
Alaska Wealth Advisors
Alaska
$1.19M
BTS
320
BB&T Securities
Virginia
$1.18M -$285K -2,388 -19%
IWC
321
Integrated Wealth Concepts
Massachusetts
$1.18M +$32.1K +269 +3%
ABC
322
Associated Banc-Corp
Wisconsin
$1.18M +$50.1K +421 +4%
KP
323
Keel Point
Alabama
$1.17M -$7.38K -62 -0.6%
CIAS
324
Capital Investment Advisory Services
North Carolina
$1.17M +$56.8K +477 +5%
Bessemer Group
325
Bessemer Group
New Jersey
$1.17M +$976K +8,194 +512%