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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 %
KIA
576
KCM Investment Advisors
California
$247K +$8.81K +74 +4%
GBBWRPM
577
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$246K +$246K +2,068 New
CST
578
Charles Schwab Trust
Nevada
$245K +$245K +2,084 New
WTC
579
WhitTier Trust Company
Nevada
$244K
CGA
580
Crescent Grove Advisors
Illinois
$241K -$8.23K -69 -3%
ONB
581
Old National Bancorp
Indiana
$241K
SIC
582
Sigma Investment Counselors
Michigan
$240K -$9.41K -79 -4%
KA
583
Klingman & Associates
New York
$230K
KF
584
Krilogy Financial
Missouri
$229K +$1.31K +11 +0.6%
MOS
585
MGO One Seven
Ohio
$226K +$226K +1,898 New
OC
586
Oarsman Capital
Wisconsin
$225K -$1.79K -15 -0.8%
MCM
587
Manchester Capital Management
Vermont
$225K
PFS
588
Prospera Financial Services
Texas
$225K +$225K +1,893 New
CTB
589
Country Trust Bank
Illinois
$224K
TNB
590
TCF National Bank
South Dakota
$224K +$224K +1,877 New
WSTAM
591
Wilbanks Smith & Thomas Asset Management
Virginia
$222K -$28.6K -240 -11%
AL
592
Aspiriant LLC
California
$220K -$5.38K -45 -2%
HCIA
593
Hochman Cole Investment Advisors
Illinois
$219K -$18.7K -157 -8%
ONST
594
Old North State Trust
North Carolina
$219K
GIA
595
Guyasuta Investment Advisors
Pennsylvania
$219K
BRWM
596
B. Riley Wealth Management
Tennessee
$219K +$219K +1,837 New
SB
597
Simmons Bank
Arkansas
$218K -$23.1K -194 -10%
WOC
598
West Oak Capital
California
$218K
PAG
599
Pinnacle Advisory Group
Maryland
$217K +$1.19K +10 +0.6%
KM
600
Kalos Management
Georgia
$216K -$5.71M -48,024 -96%