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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 %
PWA
526
Physician Wealth Advisors
Utah
$511K -$34.9K -268 -6%
TFCP
527
Twin Focus Capital Partners
Massachusetts
$509K +$34.7K +267 +7%
OFG
528
Oxford Financial Group
Indiana
$500K -$8.07K -62 -2%
ZF
529
Zhang Financial
Michigan
$499K -$15.7K -120 -3%
SXL
530
Summit X LLC
Missouri
$498K -$1.04K -8 -0.2%
SSB
531
Sandy Spring Bank
Maryland
$497K
CTC
532
Central Trust Company
Missouri
$497K +$171K +1,316 +53%
SSW
533
Smith Shellnut Wilson
Mississippi
$495K
MPCG
534
Matrix Private Capital Group
New York
$490K +$490K +3,769 New
MSAM
535
Moloney Securities Asset Management
Missouri
$486K +$184K +1,418 +61%
CA
536
Calton & Associates
Florida
$477K +$477K +3,664 New
WPC
537
White Pine Capital
Minnesota
$475K
Calamos Advisors
538
Calamos Advisors
Illinois
$470K
SWA
539
SFMG Wealth Advisors
Texas
$469K
Simplex Trading
540
Simplex Trading
Illinois
$469K +$469K +3,611 New
WEC
541
Winslow Evans & Crocker
Massachusetts
$466K
AB
542
Atlas Brown
Kentucky
$461K -$27.2K -209 -6%
MFG
543
Magnus Financial Group
New York
$458K +$114K +877 +33%
RMDI
544
R.M. Davis Inc
Maine
$458K +$182K +1,400 +66%
HPWM
545
Highland Private Wealth Management
Washington
$456K +$82.5K +635 +22%
FHA
546
First Horizon Advisors
Tennessee
$455K
TA
547
TCG Advisors
Texas
$452K +$452K +3,474 New
DBRC
548
D.B. Root & Company
Pennsylvania
$445K -$22.6K -174 -5%
RC
549
RegentAtlantic Capital
New Jersey
$444K
WTB
550
Washington Trust Bank
Washington
$443K