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iShares S&P 500 Value ETF

726 hedge funds and large institutions have $10.4B invested in iShares S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 239 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
15.79%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.5%
New
50
Increased
239
Reduced
270
Closed
39
Calls
$9.34M
Puts
$501K
Net Calls
+$8.84M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Shares
Change %
S
551
SignatureFD
Georgia
$277K +$96.3K +826 +53%
MSAM
552
Moloney Securities Asset Management
Missouri
$277K +$277K +2,374 New
HIIFS
553
Harel Insurance Investments & Financial Services
Israel
$276K
CAM
554
Close Asset Management
United Kingdom
$274K
DY
555
Dowling & Yahnke
California
$273K -$20.6K -176 -7%
WCM
556
WealthBridge Capital Management
Ohio
$273K
MWP
557
MYCIO Wealth Partners
Pennsylvania
$273K +$1.4K +12 +0.5%
FDS
558
Freedom Day Solutions
Texas
$272K -$6.05K -52 -2%
Wolverine Trading
559
Wolverine Trading
Illinois
$271K +$271K +2,327 New
WG
560
Welch Group
Alabama
$268K
Lazard Asset Management
561
Lazard Asset Management
New York
$268K
LWA
562
Lenox Wealth Advisors
New York
$264K
RCA
563
Rex Capital Advisors
Rhode Island
$261K -$116K -999 -31%
CIC
564
Carnegie Investment Counsel
Ohio
$260K
CCM
565
Colorado Capital Management
Colorado
$260K
WP
566
WealthPLAN Partners
Nebraska
$259K -$4.51K -39 -2%
AC
567
Addison Capital
Pennsylvania
$258K
CBFP
568
Cedar Brook Financial Partners
Ohio
$258K +$1.51K +13 +0.6%
RWA
569
Ropes Wealth Advisors
Massachusetts
$257K -$67.9K -582 -21%
WIA
570
World Investment Advisors
California
$257K +$23.2K +200 +10%
MWM
571
Modera Wealth Management
New Jersey
$249K
PWPS
572
Pinnacle Wealth Planning Services
Ohio
$248K -$57.1K -491 -19%
OIWM
573
OptiFour Integrated Wealth Management
Virginia
$247K
AI
574
Atria Investments
North Carolina
$245K -$262K -2,312 -52%
WSTAM
575
Wilbanks Smith & Thomas Asset Management
Virginia
$245K