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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 %
MMHP
301
Murphy Middleton Hinkle & Parker
Georgia
$1.89M +$140K +1,073 +8%
TCM
302
Telos Capital Management
California
$1.89M +$47.6K +366 +3%
BOS
303
Bingham Osborn & Scarborough
California
$1.86M
AWP
304
Ascent Wealth Partners
New York
$1.85M -$7.16K -55 -0.4%
CBU
305
CIBC Bank USA
Illinois
$1.84M
Barclays
306
Barclays
United Kingdom
$1.81M -$3.15M -24,231 -64%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$1.8M +$92K +707 +5%
IP
308
Investment Partners
Ohio
$1.79M
DWM
309
Darwin Wealth Management
Florida
$1.78M -$130K -999 -7%
HB
310
Homrich & Berg
Georgia
$1.77M -$51.8K -398 -3%
CWA
311
Clarus Wealth Advisors
Arizona
$1.77M +$1.34M +10,247 +311%
DWM
312
Dakota Wealth Management
Florida
$1.73M +$1.73M +13,288 New
PA
313
PFG Advisors
Arizona
$1.72M +$24.5K +189 +1%
ECG
314
Edge Capital Group
Georgia
$1.71M +$1.44M +11,080 +529%
MFW
315
Meristem Family Wealth
Minnesota
$1.71M
IWC
316
Integrated Wealth Concepts
Massachusetts
$1.71M +$419K +3,224 +33%
APA
317
American Portfolios Advisors
New York
$1.7M +$829K +6,376 +95%
I
318
IberiaBank
Louisiana
$1.7M +$602K +4,627 +55%
CGFA
319
Colton Groome Financial Advisors
North Carolina
$1.69M -$135K -1,034 -7%
HW
320
Hancock Whitney
Mississippi
$1.68M +$251K +1,932 +18%
SFS
321
Sowell Financial Services
Arkansas
$1.67M -$38.1K -293 -2%
PWS
322
Paragon Wealth Strategies
Florida
$1.67M -$46.8K -360 -3%
GPWA
323
Great Point Wealth Advisors
Massachusetts
$1.63M
BWP
324
Bernardo Wealth Planning
Pennsylvania
$1.62M -$11.6K -89 -0.7%
NA
325
NewEdge Advisors
Louisiana
$1.62M +$8.06K +62 +0.5%