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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 %
BWA
326
BlueSky Wealth Advisors
North Carolina
$1.16M -$47.8K -411 -4%
PCS
327
Personal CFO Solutions
New Jersey
$1.16M +$1.16M +9,815 New
CL
328
Choreo LLC
Illinois
$1.16M -$54.4K -457 -4%
ECM
329
ETrade Capital Management
Virginia
$1.16M +$22.3K +187 +2%
RJT
330
Raymond James Trust
Florida
$1.15M +$26.9K +226 +2%
KBFS
331
Kohmann Bosshard Financial Services
Ohio
$1.13M
BCWM
332
Blue Chip Wealth Management
Florida
$1.12M
GVAG
333
Great Valley Advisor Group
Delaware
$1.1M +$40.1K +337 +4%
EWM
334
Endurance Wealth Management
Rhode Island
$1.1M +$247K +2,072 +29%
BEI
335
Benjamin Edwards Inc
Missouri
$1.1M +$53.6K +450 +5%
TNB
336
Thomasville National Bank
Georgia
$1.1M +$104K +877 +11%
MLICM
337
Metropolitan Life Insurance Company (MetLife)
New York
$1.1M +$179K +1,500 +19%
BA
338
Bristlecone Advisors
Washington
$1.09M -$39.8K -334 -4%
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$1.08M
BP
340
Ballentine Partners
Massachusetts
$1.08M
ACM
341
Azimuth Capital Management
Michigan
$1.07M -$4.17K -35 -0.4%
BJL
342
Brighton Jones LLC
Washington
$1.07M +$122K +1,026 +13%
Cetera Investment Advisers
343
Cetera Investment Advisers
Illinois
$1.06M +$6.34K +53 +0.6%
W
344
Wealthquest
Ohio
$1.05M +$36.3K +305 +4%
HSA
345
HBK Sorce Advisory
Pennsylvania
$1.04M -$40.9K -343 -4%
DCM
346
Dimension Capital Management
Florida
$1.04M
DPI
347
Diversified Portfolios Inc
Michigan
$1.04M -$9.89K -83 -0.9%
HA
348
Harborview Advisors
Maine
$1.04M -$30.6K -257 -3%
JIC
349
Johnson Investment Counsel
Ohio
$1.02M -$50.3K -422 -5%
SFA
350
Sequoia Financial Advisors
Ohio
$1.01M +$65.5K +550 +7%