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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 %
JGIA
576
Jackson Grant Investment Advisers
Connecticut
$393K +$2.21K +17 +0.6%
WP
577
WealthShield Partners
North Carolina
$391K -$40.8K -313 -9%
FFS
578
Founders Financial Securities
Maryland
$391K +$391K +3,002 New
UIA
579
UBP Investment Advisors
Switzerland
$390K
TTWM
580
TCV Trust & Wealth Management
Virginia
$387K
PCA
581
Personal Capital Advisors
California
$387K +$387K +2,976 New
CSPIA
582
Cary Street Partners Investment Advisory
Virginia
$384K +$384K +2,951 New
BFA
583
Beaumont Financial Advisors
Massachusetts
$380K +$31.4K +241 +9%
CFA
584
Carroll Financial Associates
North Carolina
$376K +$27.4K +211 +8%
BFM
585
Boston Financial Management
Massachusetts
$373K +$373K +2,868 New
BA
586
Birinyi Associates
Connecticut
$371K
CL
587
Cabana LLC
Arkansas
$371K +$2.08K +16 +0.6%
WA
588
WBH Advisory
Maryland
$371K +$52.4K +403 +16%
WF
589
Welch & Forbes
Massachusetts
$366K
FWM
590
Filbrandt Wealth Management
Wisconsin
$366K +$366K +2,818 New
SWM
591
Stockman Wealth Management
Montana
$364K
CIC
592
Carnegie Investment Counsel
Ohio
$363K +$72.9K +560 +25%
PWA
593
Peterson Wealth Advisors
Utah
$362K -$3.52K -27 -1%
GCA
594
Gradient Capital Advisors
California
$353K
LSAG
595
Lake Street Advisors Group
New Hampshire
$353K +$353K +2,716 New
WCM
596
WealthBridge Capital Management
Ohio
$352K
SDAM
597
Shulman DeMeo Asset Management
New York
$352K +$4.17K +32 +1%
PCMC
598
Private Capital Management (Colorado)
Colorado
$349K
LWM
599
Lenox Wealth Management
Ohio
$349K +$2.99K +23 +0.9%
QCG
600
Quadrant Capital Group
Ohio
$347K