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 %
SMG
451
Smart Money Group
Texas
$759K +$759K +5,834 New
BWP
452
Baldwin Wealth Partners
Massachusetts
$758K -$13.3K -102 -2%
NEPWA
453
New England Private Wealth Advisors
Massachusetts
$753K -$10.8K -83 -1%
WT
454
Whittier Trust
California
$741K +$468K +3,600 +172%
PL
455
Plancorp LLC
Missouri
$738K +$41.4K +318 +6%
FNBTCON
456
First National Bank & Trust Co of Newtown
Pennsylvania
$721K
TIM
457
Thompson Investment Management
Wisconsin
$718K -$137K -1,056 -16%
AIS
458
American Investment Services
Massachusetts
$717K
CPA
459
Capital Planning Advisors
California
$712K
BFO
460
Boston Family Office
Massachusetts
$707K
TIA
461
Tiemann Investment Advisors
California
$706K -$66.6K -512 -9%
BS
462
Boenning & Scattergood
Pennsylvania
$705K -$21.1K -162 -3%
CB
463
Community Bank
New York
$703K +$7.68K +59 +1%
PP
464
PagnatoKarp Partners
Virginia
$697K +$3.64K +28 +0.5%
CWC
465
Carolinas Wealth Consulting
North Carolina
$697K +$697K +5,362 New
EWA
466
Exencial Wealth Advisors
Oklahoma
$696K +$1.69K +13 +0.2%
TCM
467
Tuttle Capital Management
Connecticut
$686K +$686K +5,275 New
PAMG
468
Patton Albertson Miller Group
Tennessee
$684K
AW
469
ACG Wealth
Georgia
$679K -$51.7K -397 -7%
KPCM
470
Kings Point Capital Management
New York
$676K
BDF
471
Balasa Dinverno & Foltz
$666K
LW
472
Linscomb Wealth
Texas
$663K +$120K +920 +22%
HIS
473
Harvest Investment Services
Illinois
$655K +$655K +5,036 New
TFO
474
Tarbox Family Office
California
$654K
TIM
475
Total Investment Management
Arizona
$651K +$123K +947 +23%