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 %
EK
401
Evensky & Katz
Florida
$1.01M -$39K -300 -4%
WCF
402
West Coast Financial
California
$1.01M -$52K -400 -5%
LWAC
403
Laurel Wealth Advisors (California)
California
$1.01M +$197K +1,511 +24%
CCM
404
Cribstone Capital Management
Maine
$1.01M -$588K -4,521 -37%
CPIG
405
Chicago Partners Investment Group
Illinois
$1M +$12.8K +97 +1%
HR
406
Hayden Royal
North Carolina
$987K +$191K +1,458 +24%
HA
407
Hamel Associates
New Jersey
$967K -$84.5K -650 -8%
SFA
408
Sequoia Financial Advisors
Ohio
$963K -$142K -1,089 -13%
NFG
409
Nations Financial Group
Iowa
$959K +$169K +1,302 +21%
BCP
410
Blue Chip Partners
Michigan
$959K +$959K +7,375 New
SQA
411
Simon Quick Advisors
New Jersey
$956K +$235K +1,803 +33%
FAAM
412
First Ascent Asset Management
Colorado
$948K +$948K +7,285 New
SWM
413
SeaCrest Wealth Management
New York
$947K +$520 +4 +0.1%
OPS
414
Orion Portfolio Solutions
Nebraska
$938K +$938K +7,214 New
9WM
415
9258 Wealth Management
Ohio
$934K +$934K +7,180 New
OR
416
Olympiad Research
Connecticut
$919K +$919K +7,063 New
JF
417
JSF Financial
California
$913K -$147K -1,127 -14%
PA
418
Pinnacle Associates
New York
$910K
SC
419
Stratford Consulting
Texas
$908K
Cetera Investment Advisers
420
Cetera Investment Advisers
Illinois
$905K -$241K -1,855 -21%
FCBT
421
First Citizens Bank & Trust
North Carolina
$899K +$337K +2,588 +60%
FEM
422
Fulcrum Equity Management
Texas
$882K +$882K +6,780 New
LSPW
423
Lake Street Private Wealth
Illinois
$879K +$30.3K +233 +4%
HCC
424
Hirtle Callaghan & Co
Pennsylvania
$875K
IWS
425
Insight Wealth Strategies
California
$873K +$873K +6,709 New