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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 %
MF
626
Manchester Financial
California
$117K +$117K +1,000 New
BCA
627
Berman Capital Advisors
Georgia
$116K +$116K +1,000 New
LB
628
Legacy Bridge
Iowa
$110K
WAP
629
Wealthcare Advisory Partners
Pennsylvania
$110K +$4.19K +36 +4%
First Manhattan
630
First Manhattan
New York
$100K +$19.9K +171 +25%
YWP
631
YorkBridge Wealth Partners
New York
$99K +$2.34K +20 +2%
LWM
632
Liberty Wealth Management
California
$97K -$24.7K -212 -20%
SIAS
633
Shine Investment Advisory Services
Colorado
$93K
GSWM
634
Golden State Wealth Management
California
$93K
CFB
635
Cullen/Frost Bankers
Texas
$90K +$66.7K +573 +287%
BHWM
636
Bay Harbor Wealth Management
Maryland
$86K +$62.5K +537 +266%
HPC
637
HM Payson & Co
Maine
$85K +$85K +731 New
WT
638
Whittier Trust
California
$81K -$283K -2,433 -78%
RFWA
639
RPg Family Wealth Advisory
Massachusetts
$76.4K -$26K -223 -25%
OIA
640
Optimum Investment Advisors
Illinois
$76K -$54.4K -465 -42%
SFSIG
641
San Francisco Sentry Investment Group
California
$73K
JWA
642
JFS Wealth Advisors
Pennsylvania
$71K
POIA
643
Pin Oak Investment Advisors
Texas
$71K
BWM
644
BerganKDV Wealth Management
Minnesota
$71K +$117 +1 +0.2%
CIA
645
Cascade Investment Advisors
Oregon
$69.9K
GWS
646
Glassman Wealth Services
Virginia
$69K +$57.3K +490 +490%
GEA
647
Glen Eagle Advisors
New Jersey
$68.1K +$47.1K +404 +224%
MIFH
648
Migdal Insurance & Financial Holdings
Israel
$65K
NCM
649
Next Capital Management
New York
$62K
VCM
650
Vigilant Capital Management
Maine
$58K -$59.4K -509 -51%