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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 %
APSP
351
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.04M +$2.45K +21 +0.2%
JIC
352
Johnson Investment Counsel
Ohio
$1.04M +$340K +2,919 +48%
GVAG
353
Great Valley Advisor Group
Delaware
$1.04M +$34K +292 +3%
William Blair & Company
354
William Blair & Company
Illinois
$1.03M -$322K -2,764 -24%
DPI
355
Diversified Portfolios Inc
Michigan
$1.03M +$96.3K +826 +10%
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$1.02M -$652K -5,581 -39%
BEI
357
Benjamin Edwards Inc
Missouri
$1.02M +$10.1K +87 +1%
DCM
358
Dimension Capital Management
Florida
$1.02M -$180K -1,540 -15%
W
359
Wealthquest
Ohio
$988K +$43K +369 +5%
EK
360
Evensky & Katz
Florida
$979K -$27K -232 -3%
TNB
361
Thomasville National Bank
Georgia
$973K -$10K -86 -1%
BIM
362
Bridges Investment Management
Nebraska
$964K +$621K +5,328 +181%
WCF
363
West Coast Financial
California
$963K +$16K +137 +2%
JF
364
JSF Financial
California
$963K +$17K +146 +2%
WHG
365
Westwood Holdings Group
Texas
$955K
HA
366
Hamel Associates
New Jersey
$942K -$403K -3,455 -30%
SFA
367
Sequoia Financial Advisors
Ohio
$926K
BJL
368
Brighton Jones LLC
Washington
$924K +$39.8K +341 +4%
Wealth Enhancement Advisory Services
369
Wealth Enhancement Advisory Services
Minnesota
$904K +$904K +7,553 New
MLICM
370
Metropolitan Life Insurance Company (MetLife)
New York
$898K -$525K -4,500 -37%
CAC
371
Certified Advisory Corp
Florida
$896K -$133K -1,145 -13%
EWM
372
Evercore Wealth Management
New York
$866K
USAA
373
United Services Automobile Association
Texas
$860K
BWP
374
Baldwin Wealth Partners
Massachusetts
$858K +$14.4K +124 +2%
EWM
375
Endurance Wealth Management
Rhode Island
$837K +$400K +3,430 +91%