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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
426
Prism Advisors
California
$580K
VFA
427
Valeo Financial Advisors
Indiana
$580K
FHA
428
Flagship Harbor Advisors
Massachusetts
$578K +$16.9K +145 +3%
LWANC
429
Laurel Wealth Advisors (North Carolina)
North Carolina
$572K -$38.2K -328 -6%
CCP
430
Corient Capital Partners
California
$571K -$13.3K -114 -2%
SDWMA
431
Schneider Downs Wealth Management Advisors
Pennsylvania
$563K
FA
432
FDx Advisors
Illinois
$556K -$19.7K -169 -3%
NA
433
NewEdge Advisors
Louisiana
$544K -$70.7K -607 -12%
SPIA
434
Steward Partners Investment Advisory
New York
$544K +$9.9K +85 +2%
Deutsche Bank
435
Deutsche Bank
Germany
$540K +$331K +2,851 +158%
CAI
436
Capital Advisors Inc
Oklahoma
$539K +$246K +2,110 +84%
SCA
437
Snowden Capital Advisors
New York
$536K -$113K -968 -17%
DADC
438
D.A. Davidson & Co
Montana
$532K +$11.9K +102 +2%
Koshinski Asset Management
439
Koshinski Asset Management
Illinois
$531K -$3.26K -28 -0.6%
OIA
440
OneDigital Investment Advisors
Kansas
$530K -$215K -1,842 -29%
PFBT
441
Parkside Financial Bank & Trust
Missouri
$526K -$41.9K -359 -7%
ZCA
442
Zeke Capital Advisors
Pennsylvania
$526K
FNBOSM
443
First National Bank of South Miami
Florida
$522K -$22.3K -188 -4%
CFD
444
Creative Financial Designs
Indiana
$516K -$8.24K -70 -2%
FPCP
445
Fort Point Capital Partners
California
$509K +$509K +4,367 New
SCI
446
S&CO Inc
Massachusetts
$507K
OWD
447
Osborn Williams & Donohoe
Ohio
$505K -$122K -1,050 -19%
MWM
448
Mission Wealth Management
California
$505K
FCBT
449
First Citizens Bank & Trust
North Carolina
$503K -$5.82K -50 -1%
AC
450
Alexandria Capital
Virginia
$501K +$1.52K +13 +0.3%