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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 %
GSWM
476
Golden State Wealth Management
California
$651K +$547K +4,203 +523%
MLICM
477
Metropolitan Life Insurance Company (MetLife)
New York
$650K -$546K -4,200 -46%
OPA
478
Old Port Advisors
Maine
$649K +$1.95K +15 +0.3%
RIA
479
Regal Investment Advisors
Michigan
$647K -$2.21K -17 -0.3%
VC
480
Veracity Capital
Georgia
$638K +$638K +4,907 New
PMAM
481
Picton Mahoney Asset Management
Ontario, Canada
$637K -$91K -700 -13%
CCP
482
Corient Capital Partners
California
$637K
CAPTRUST Financial Advisors
483
CAPTRUST Financial Advisors
North Carolina
$635K +$261 +2 +0%
PA
484
Prism Advisors
California
$633K
SDWMA
485
Schneider Downs Wealth Management Advisors
Pennsylvania
$629K
VFA
486
Valeo Financial Advisors
Indiana
$618K -$29.3K -225 -5%
AAP
487
Arax Advisory Partners
Colorado
$617K -$32.5K -250 -5%
SCA
488
Snowden Capital Advisors
New York
$611K +$13.1K +101 +2%
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$606K -$32.5K -250 -5%
SC
490
Slow Capital
California
$606K +$606K +4,660 New
DADC
491
D.A. Davidson & Co
Montana
$605K +$11.8K +91 +2%
WWM
492
Windsor Wealth Management
Indiana
$602K -$2.57M -19,774 -81%
FHA
493
Flagship Harbor Advisors
Massachusetts
$599K -$55.4K -426 -8%
CWA
494
Core Wealth Advisors
Florida
$595K +$595K +4,570 New
CAI
495
Capital Advisors Inc
Oklahoma
$593K -$8.07K -62 -1%
ZCA
496
Zeke Capital Advisors
Pennsylvania
$587K
S
497
SignatureFD
Georgia
$587K +$229K +1,758 +64%
AC
498
Alexandria Capital
Virginia
$582K +$1.43K +11 +0.2%
PFBT
499
Parkside Financial Bank & Trust
Missouri
$579K -$7.81K -60 -1%
CA
500
Crewe Advisors
Utah
$576K -$250K -1,924 -30%