IVE icon

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 %
PIMG
351
Patriot Investment Management Group
Tennessee
$1.38M -$30.6K -235 -2%
ACM
352
Azimuth Capital Management
Michigan
$1.37M +$196K +1,510 +17%
ABC
353
Associated Banc-Corp
Wisconsin
$1.35M +$66.2K +509 +5%
PCS
354
Personal CFO Solutions
New Jersey
$1.35M +$68.2K +524 +5%
CPSC
355
Carl P. Sherr & Co
Massachusetts
$1.34M +$1.34M +10,332 New
WQ
356
Wealth Quarterback
New Jersey
$1.34M +$1.34M +10,298 New
TWP
357
Total Wealth Planning
Ohio
$1.32M -$3.64K -28 -0.3%
APCM
358
Alaska Permanent Capital Management
Alaska
$1.3M
MSA
359
Marino Stram & Associates
Massachusetts
$1.29M -$116K -892 -8%
BWA
360
BlueSky Wealth Advisors
North Carolina
$1.29M -$15.6K -120 -1%
CIR
361
Clear Investment Research
Georgia
$1.28M -$132K -1,013 -9%
CL
362
Choreo LLC
Illinois
$1.28M +$10.5K +81 +0.8%
KA
363
Kovack Advisors
Florida
$1.27M -$53.9K -414 -4%
ATPW
364
Ashton Thomas Private Wealth
Arizona
$1.25M +$1.25M +9,637 New
DCM
365
Dimension Capital Management
Florida
$1.24M +$102K +782 +9%
VWA
366
Visionary Wealth Advisors
Illinois
$1.24M +$1.24M +9,517 New
KBFS
367
Kohmann Bosshard Financial Services
Ohio
$1.23M
GVAG
368
Great Valley Advisor Group
Delaware
$1.23M +$30.8K +237 +3%
AFAS
369
Acorn Financial Advisory Services
Virginia
$1.23M +$1.23M +9,473 New
RJT
370
Raymond James Trust
Florida
$1.23M -$19.3K -148 -2%
BCWM
371
Blue Chip Wealth Management
Florida
$1.23M +$8.46K +65 +0.7%
CAM
372
Cresset Asset Management
Illinois
$1.22M +$282K +2,166 +30%
BEI
373
Benjamin Edwards Inc
Missouri
$1.21M +$10.7K +82 +0.9%
AWA
374
Arete Wealth Advisors
Illinois
$1.18M +$611K +4,694 +107%
BP
375
Ballentine Partners
Massachusetts
$1.17M