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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 %
William Blair & Company
326
William Blair & Company
Illinois
$1.61M +$208K +1,599 +15%
BPWA
327
Beacon Pointe Wealth Advisors
California
$1.59M +$128K +986 +9%
JA
328
JOYN Advisors
Georgia
$1.58M -$67.9K -522 -4%
BCA
329
Bay Colony Advisors
Massachusetts
$1.58M +$59.4K +452 +4%
TFA
330
Tobias Financial Advisors
Florida
$1.57M +$1.57M +12,044 New
EIA
331
Eldridge Investment Advisors
New Hampshire
$1.55M +$11.1K +85 +0.7%
MG
332
Mather Group
Illinois
$1.54M +$173K +1,333 +13%
BWA
333
Beam Wealth Advisors
Louisiana
$1.53M +$1.53M +11,740 New
PWAP
334
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.53M -$30.2K -234 -2%
BAM
335
Baldrige Asset Management
Pennsylvania
$1.52M -$26.9K -207 -2%
Cerity Partners
336
Cerity Partners
New York
$1.51M +$807K +6,199 +115%
CC
337
Cadinha & Co
Hawaii
$1.51M -$50.7K -390 -3%
MIAN
338
Mariner Independent Advisor Network
Kansas
$1.5M +$15.1K +116 +1%
OC
339
Oppenheimer & Co
New York
$1.5M +$37.2K +286 +3%
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$25.9K -199 -2%
EWM
341
Endurance Wealth Management
Rhode Island
$1.48M +$278K +2,135 +23%
SW
342
SVB Wealth
Massachusetts
$1.46M +$105K +806 +8%
CFGS
343
Concourse Financial Group Securities
Alabama
$1.45M +$987K +7,591 +214%
AIM
344
Alhambra Investment Management
Florida
$1.44M +$1.44M +11,043 New
MAS
345
Managed Account Services
Florida
$1.43M -$94K -721 -6%
RBC
346
Roble Belko & Company
Pennsylvania
$1.42M
TFF
347
The Family Firm
Maryland
$1.41M +$12.6K +97 +0.9%
KP
348
Keel Point
Alabama
$1.41M +$132K +1,012 +10%
CWM
349
Connecticut Wealth Management
Connecticut
$1.4M +$40.7K +313 +3%
BAC
350
Boys Arnold & Co
North Carolina
$1.39M -$12.4K -95 -0.9%