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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 %
SYBT
601
Stock Yards Bank & Trust
Kentucky
$345K
AF
602
Arrow Financial
New York
$344K
IFA
603
Interactive Financial Advisors
Illinois
$342K -$159K -1,221 -32%
PCG
604
Private Capital Group
Connecticut
$341K -$572K -4,402 -63%
MC
605
Mathes Company
New York
$338K
ST
606
Spinnaker Trust
Maine
$320K
C1AG
607
Client 1st Advisory Group
Florida
$319K +$319K +2,453 New
VWM
608
Valley Wealth Managers
New Jersey
$317K -$780 -6 -0.2%
RMCM
609
Reynders McVeigh Capital Management
Massachusetts
$317K
AWM
610
Apollon Wealth Management
South Carolina
$315K -$141K -1,078 -31%
CA
611
Claro Advisors
Massachusetts
$314K -$19.9K -153 -6%
FIB
612
First Interstate Bank
Montana
$312K
GJIC
613
Gamble Jones Investment Counsel
California
$310K +$310K +2,386 New
CWM
614
Chesapeake Wealth Management
Virginia
$309K -$3.9K -30 -1%
WSFS
615
Wilmington Savings Fund Society
Delaware
$309K
HIIFS
616
Harel Insurance Investments & Financial Services
Israel
$308K
MWP
617
MYCIO Wealth Partners
Pennsylvania
$308K +$3.64K +28 +1%
CAM
618
Close Asset Management
United Kingdom
$306K
DY
619
Dowling & Yahnke
California
$305K -$9.1K -70 -3%
DC
620
Davenport & Co
Virginia
$304K -$18.2K -140 -6%
Lazard Asset Management
621
Lazard Asset Management
New York
$299K
WG
622
Welch Group
Alabama
$299K
RIA
623
Realta Investment Advisors
Delaware
$297K -$8.44K -67 -3%
LWA
624
Lenox Wealth Advisors
New York
$297K +$2.73K +21 +0.9%
FP
625
Financial Perspectives
Minnesota
$296K +$296K +2,275 New