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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 %
MAFM
326
Mid Atlantic Financial Management
Pennsylvania
$1.16M -$228K -1,954 -16%
APCM
327
Alaska Permanent Capital Management
Alaska
$1.16M
KP
328
Keel Point
Alabama
$1.15M -$36.2K -311 -3%
LNC
329
Lincoln National Corp
Pennsylvania
$1.15M +$345K +2,962 +43%
BCA
330
Bay Colony Advisors
Massachusetts
$1.15M -$6.76K -58 -0.6%
BAC
331
Boys Arnold & Co
North Carolina
$1.14M -$119K -1,025 -9%
PCG
332
Private Capital Group
Connecticut
$1.14M +$231K +2,086 +25%
CW
333
Cobiz Wealth
Colorado
$1.14M -$74.8K -642 -6%
LFG
334
LifePlan Financial Group
Ohio
$1.13M -$5.13K -44 -0.5%
CWM
335
Connecticut Wealth Management
Connecticut
$1.13M +$74.2K +637 +7%
AWA
336
Alaska Wealth Advisors
Alaska
$1.12M
ECM
337
ETrade Capital Management
Virginia
$1.11M -$583 -5 -0.1%
BA
338
Bristlecone Advisors
Washington
$1.11M -$28.3K -243 -2%
KBFS
339
Kohmann Bosshard Financial Services
Ohio
$1.11M
ABC
340
Associated Banc-Corp
Wisconsin
$1.1M
CIAS
341
Capital Investment Advisory Services
North Carolina
$1.1M +$26.1K +221 +2%
RJT
342
Raymond James Trust
Florida
$1.09M +$116K +997 +12%
BCWM
343
Blue Chip Wealth Management
Florida
$1.09M -$18K -154 -2%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$1.06M
IWC
345
Integrated Wealth Concepts
Massachusetts
$1.06M -$76.6K -696 -7%
HSA
346
HBK Sorce Advisory
Pennsylvania
$1.06M +$317K +2,718 +43%
ACM
347
Azimuth Capital Management
Michigan
$1.05M +$20.5K +176 +2%
BP
348
Ballentine Partners
Massachusetts
$1.05M
BOS
349
Bank of Stockton
California
$1.05M +$85.8K +736 +9%
HA
350
Harborview Advisors
Maine
$1.04M -$6.53K -56 -0.6%