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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 %
TFCP
476
Twin Focus Capital Partners
Massachusetts
$434K +$11.9K +100 +3%
Calamos Advisors
477
Calamos Advisors
Illinois
$431K -$11.9K -100 -3%
SWA
478
SFMG Wealth Advisors
Texas
$430K
DBRC
479
D.B. Root & Company
Pennsylvania
$428K -$1.19K -10 -0.3%
RIS
480
Retirement Income Solutions
Michigan
$426K
WEC
481
Winslow Evans & Crocker
Massachusetts
$426K
BSB
482
Bangor Savings Bank
Maine
$424K
CFGS
483
Concourse Financial Group Securities
Alabama
$423K -$813K -6,824 -66%
AIC
484
Ameritas Investment Company
Nebraska
$421K -$885K -7,430 -68%
GRP
485
Global Retirement Partners
California
$421K +$122K +1,027 +41%
FHA
486
First Horizon Advisors
Tennessee
$417K +$3.69K +31 +0.9%
AWM
487
Apollon Wealth Management
South Carolina
$416K +$365K +3,062 +710%
RC
488
RegentAtlantic Capital
New Jersey
$407K
WTB
489
Washington Trust Bank
Washington
$405K
GFP
490
Gryphon Financial Partners
Ohio
$403K -$15.5K -130 -4%
CCMD
491
Cypress Capital Management (Delaware)
Delaware
$402K
JIC
492
Joel Isaacson & Co
New York
$398K +$398K +3,337 New
WP
493
WealthShield Partners
North Carolina
$395K -$13.9K -117 -3%
GTAM
494
Global Trust Asset Management
Florida
$394K
CWA
495
Clarus Wealth Advisors
Arizona
$393K +$30K +252 +8%
AWA
496
Acorn Wealth Advisors
Michigan
$392K +$2.14K +17 +0.5%
RG
497
Rikoon Group
New Mexico
$388K
Wolverine Trading
498
Wolverine Trading
Illinois
$387K +$111K +940 +40%
CWM
499
Cornerstone Wealth Management
Missouri
$385K -$300K -2,519 -44%
AP
500
Appleton Partners
Massachusetts
$380K -$29.7K -249 -7%