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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 %
KOMWMG
426
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$866K +$866K +6,656 New
DAS
427
Dynamic Advisor Solutions
Arizona
$865K +$650 +5 +0.1%
WIC
428
Whitegate Investment Counselors
New Hampshire
$862K +$27.6K +212 +3%
CDIA
429
Capital Directions Investment Advisors
Georgia
$861K +$76.2K +586 +10%
GT
430
Glenmede Trust
Pennsylvania
$859K -$180K -1,386 -17%
CF
431
Centaurus Financial
California
$845K +$845K +6,498 New
CAC
432
Certified Advisory Corp
Florida
$840K -$83.5K -642 -9%
IIC
433
Integrated Investment Consultants
Michigan
$836K +$3.38K +26 +0.4%
WI
434
Wintrust Investments
Illinois
$835K -$6.5K -50 -0.8%
FCI
435
Financial Counselors Inc
Kansas
$829K -$73K -561 -8%
SFPG
436
Stonebridge Financial Planning Group
Florida
$825K +$825K +6,343 New
EWM
437
EPG Wealth Management
Georgia
$821K +$821K +6,311 New
GG
438
Gofen & Glossberg
Illinois
$820K -$1.04K -8 -0.1%
FMTC
439
Farmers & Merchants Trust Company
California
$818K
BBVA
440
Banco Bilbao Vizcaya Argentaria
Spain
$816K +$816K +6,280 New
NL
441
NWAM LLC
Washington
$810K -$44.9K -345 -5%
WLIM
442
White Lighthouse Investment Management
Massachusetts
$801K -$77K -592 -9%
TFA
443
TPG Financial Advisors
Oregon
$793K
APW
444
Aurora Private Wealth
New Jersey
$793K +$793K +6,099 New
DI
445
Disciplined Investments
Oklahoma
$782K +$782K +6,008 New
PWM
446
Perigon Wealth Management
California
$776K +$100K +773 +15%
SAM
447
Summit Asset Management
Tennessee
$775K +$20.7K +159 +3%
CWM
448
Confluence Wealth Management
Oregon
$773K
LFG
449
Larson Financial Group
Missouri
$761K -$9.11K -70 -1%
SBH
450
Segall Bryant & Hamill
Illinois
$761K