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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 %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$1.17M -$11.3K -87 -1%
TNB
377
Thomasville National Bank
Georgia
$1.17M -$33.2K -255 -3%
ECM
378
ETrade Capital Management
Virginia
$1.16M -$101K -779 -8%
YWP
379
YorkBridge Wealth Partners
New York
$1.15M +$651K +5,000 +131%
BA
380
Bristlecone Advisors
Washington
$1.14M -$47.2K -363 -4%
EE
381
EWG Elevate
California
$1.14M +$1.14M +8,761 New
DPI
382
Diversified Portfolios Inc
Michigan
$1.13M
W
383
Wealthquest
Ohio
$1.13M -$11.6K -89 -1%
JIC
384
Johnson Investment Counsel
Ohio
$1.11M +$520 +4 +0%
CIAS
385
Capital Investment Advisory Services
North Carolina
$1.1M -$178K -1,369 -14%
HA
386
Harborview Advisors
Maine
$1.1M -$37.2K -286 -3%
BJL
387
Brighton Jones LLC
Washington
$1.09M -$76.6K -589 -7%
PBO
388
Peoples Bank (Ohio)
Ohio
$1.09M +$611K +4,697 +129%
IWAG
389
Integer Wealth Advisors Group
Georgia
$1.08M +$1.08M +8,408 New
BIM
390
Bridges Investment Management
Nebraska
$1.08M
LFG
391
LifePlan Financial Group
Ohio
$1.07M -$14.8K -114 -1%
Bessemer Group
392
Bessemer Group
New Jersey
$1.07M -$208K -1,600 -16%
Deutsche Bank
393
Deutsche Bank
Germany
$1.04M +$250K +1,925 +32%
BFPW
394
BOK Financial Private Wealth
Colorado
$1.04M +$638K +4,904 +160%
APSP
395
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.03M -$33.4K -256 -3%
BRWM
396
B. Riley Wealth Management
Tennessee
$1.03M +$793K +6,095 +332%
OWA
397
Outlook Wealth Advisors
Texas
$1.03M -$8.85K -68 -0.9%
HSA
398
HBK Sorce Advisory
Pennsylvania
$1.02M -$114K -878 -10%
BCM
399
Brasada Capital Management
Texas
$1.02M
SIC
400
Samalin Investment Counsel
New York
$1.02M +$1.02M +7,812 New