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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 %
BS
401
Boenning & Scattergood
Pennsylvania
$668K +$60K +515 +10%
LSPW
402
Lake Street Private Wealth
Illinois
$665K +$226K +1,939 +52%
PMAM
403
Picton Mahoney Asset Management
Ontario, Canada
$652K -$210K -1,800 -24%
FNBTCON
404
First National Bank & Trust Co of Newtown
Pennsylvania
$646K
AIS
405
American Investment Services
Massachusetts
$643K -$25.8K -221 -4%
BFO
406
Boston Family Office
Massachusetts
$634K
CB
407
Community Bank
New York
$625K
SG
408
StoneX Group
New York
$624K -$80.9K -694 -11%
PL
409
Plancorp LLC
Missouri
$624K
PP
410
PagnatoKarp Partners
Virginia
$618K +$3.26K +28 +0.5%
Cerity Partners
411
Cerity Partners
New York
$617K +$5.48K +47 +0.9%
RIA
412
Regal Investment Advisors
Michigan
$614K -$6.3K -54 -1%
PWM
413
Perigon Wealth Management
California
$609K +$341K +2,924 +127%
AAP
414
Arax Advisory Partners
Colorado
$608K +$608K +5,218 New
KPCM
415
Kings Point Capital Management
New York
$606K
FNBOO
416
First National Bank of Omaha
Nebraska
$606K +$606K +5,199 New
PAMG
417
Patton Albertson Miller Group
Tennessee
$605K
HCC
418
Hirtle Callaghan & Co
Pennsylvania
$602K
OPA
419
Old Port Advisors
Maine
$602K +$8.65K +73 +1%
BDF
420
Balasa Dinverno & Foltz
$597K
NL
421
NWAM LLC
Washington
$597K +$93.4K +801 +19%
PA
422
Parallel Advisors
California
$597K +$150K +1,290 +34%
SQA
423
Simon Quick Advisors
New Jersey
$590K +$76K +652 +15%
CAPTRUST Financial Advisors
424
CAPTRUST Financial Advisors
North Carolina
$590K +$12.6K +108 +2%
TFO
425
Tarbox Family Office
California
$586K -$20.4K -175 -3%