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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 %
PA
376
Pinnacle Associates
New York
$824K -$49.8K -427 -6%
WLIM
377
White Lighthouse Investment Management
Massachusetts
$822K
SC
378
Stratford Consulting
Texas
$814K +$233 +2 +0%
WI
379
Wintrust Investments
Illinois
$789K -$268K -2,304 -25%
DAS
380
Dynamic Advisor Solutions
Arizona
$775K +$202K +1,731 +35%
TIM
381
Thompson Investment Management
Wisconsin
$774K +$30.5K +262 +4%
FCI
382
Financial Counselors Inc
Kansas
$774K +$136K +1,163 +21%
IIC
383
Integrated Investment Consultants
Michigan
$746K +$1.4K +12 +0.2%
CA
384
Crewe Advisors
Utah
$741K
GG
385
Gofen & Glossberg
Illinois
$735K
FMTC
386
Farmers & Merchants Trust Company
California
$733K
NFG
387
Nations Financial Group
Iowa
$730K -$131K -1,121 -15%
SBH
388
Segall Bryant & Hamill
Illinois
$729K +$172K +1,475 +31%
LWAC
389
Laurel Wealth Advisors (California)
California
$726K +$42.1K +361 +6%
CAM
390
Cresset Asset Management
Illinois
$726K +$646K +5,543 +813%
TFA
391
TPG Financial Advisors
Oregon
$722K -$133K -1,119 -16%
LFG
392
Larson Financial Group
Missouri
$712K -$3.85K -33 -0.5%
WIC
393
Whitegate Investment Counselors
New Hampshire
$704K +$52.3K +449 +8%
CDIA
394
Capital Directions Investment Advisors
Georgia
$703K
CWM
395
Confluence Wealth Management
Oregon
$693K
TIA
396
Tiemann Investment Advisors
California
$688K -$6.41K -55 -0.9%
CPIG
397
Chicago Partners Investment Group
Illinois
$688K +$354 +3 +0.1%
NEPWA
398
New England Private Wealth Advisors
Massachusetts
$683K +$3.39K +29 +0.5%
SAM
399
Summit Asset Management
Tennessee
$680K -$35K -300 -5%
CWM
400
Cornerstone Wealth Management
Missouri
$671K -$512K -4,392 -43%