IVE icon

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 %
I
351
IberiaBank
Louisiana
$1M +$679K +5,699 +209%
LFG
352
LifePlan Financial Group
Ohio
$996K -$157K -1,321 -14%
BIM
353
Bridges Investment Management
Nebraska
$986K
Susquehanna International Group
354
Susquehanna International Group
Pennsylvania
$983K -$2.11M -17,698 -68%
APSP
355
Asset Planning Services (Pennsylvania)
Pennsylvania
$974K -$92.1K -773 -9%
WCF
356
West Coast Financial
California
$972K -$11.9K -100 -1%
JF
357
JSF Financial
California
$970K -$13.8K -116 -1%
EK
358
Evensky & Katz
Florida
$965K -$35.5K -298 -4%
HA
359
Hamel Associates
New Jersey
$963K
OWA
360
Outlook Wealth Advisors
Texas
$951K +$951K +7,979 New
BCM
361
Brasada Capital Management
Texas
$937K -$866K -7,263 -48%
CPIG
362
Chicago Partners Investment Group
Illinois
$916K +$208K +1,708 +29%
VFA
363
Voya Financial Advisors
Connecticut
$913K -$3.4M -28,644 -79%
EW
364
Evoke Wealth
California
$904K +$904K +7,589 New
EWM
365
Evercore Wealth Management
New York
$885K
SWM
366
SeaCrest Wealth Management
New York
$867K +$496K +4,159 +133%
CAM
367
Cresset Asset Management
Illinois
$861K +$119K +998 +16%
SG
368
StoneX Group
New York
$860K +$222K +1,861 +35%
CAC
369
Certified Advisory Corp
Florida
$846K -$70.1K -588 -8%
PCG
370
Private Capital Group
Connecticut
$837K -$390K -3,273 -32%
PA
371
Pinnacle Associates
New York
$833K -$8.93K -75 -1%
SC
372
Stratford Consulting
Texas
$831K
FCI
373
Financial Counselors Inc
Kansas
$826K +$35.7K +300 +5%
PWPS
374
Pinnacle Wealth Planning Services
Ohio
$812K +$558K +4,689 +220%
WLIM
375
White Lighthouse Investment Management
Massachusetts
$804K -$35.7K -300 -4%