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iShares S&P 500 Value ETF

712 hedge funds and large institutions have $10.7B invested in iShares S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 219 increasing their positions, 260 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-14
Holders Change %
-1.93%
% of All Funds
15.64%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.41%
New
46
Increased
219
Reduced
260
Closed
54
Calls
$10M
Puts
$1.85M
Net Calls
+$8.16M
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Shares
Change %
NDSI
451
Newman Dignan & Sheerar Inc
Rhode Island
$507K -$38.4K -322 -7%
CCM
452
Condor Capital Management
New Jersey
$502K +$16.6K +139 +3%
MWM
453
Mission Wealth Management
California
$500K -$16.3K -137 -3%
MBT
454
Montecito Bank & Trust
California
$500K
LW
455
Linscomb Wealth
Texas
$497K
CPO
456
Cerity Partners OCIO
New York
$495K
EAM
457
Evanson Asset Management
California
$495K +$10.7K +90 +2%
SFPM
458
Sensible Financial Planning & Management
Massachusetts
$493K
FC
459
Ferris Capital
Massachusetts
$493K
CFD
460
Creative Financial Designs
Indiana
$486K -$20K -173 -4%
CA
461
Commerzbank Aktiengesellschaft
Germany
$484K
TIM
462
Total Investment Management
Arizona
$484K +$25K +210 +5%
ZF
463
Zhang Financial
Michigan
$470K
CCM
464
Coldstream Capital Management
Washington
$468K
OFG
465
Oxford Financial Group
Indiana
$465K
NAM
466
NTV Asset Management
West Virginia
$465K +$137K +1,150 +42%
IFA
467
Interactive Financial Advisors
Illinois
$459K -$3.58K -30 -0.8%
SXL
468
Summit X LLC
Missouri
$456K +$13.2K +111 +3%
SSB
469
Sandy Spring Bank
Maryland
$456K +$70K +587 +18%
YWP
470
YorkBridge Wealth Partners
New York
$456K +$355K +2,983 +352%
SSW
471
Smith Shellnut Wilson
Mississippi
$453K
CWS
472
Cypress Wealth Services
California
$453K
AB
473
Atlas Brown
Kentucky
$447K +$6.79K +57 +2%
PBO
474
Peoples Bank (Ohio)
Ohio
$435K
WPC
475
White Pine Capital
Minnesota
$435K