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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 %
WP
626
WealthPLAN Partners
Nebraska
$295K
HCM
627
Hutchinson Capital Management
California
$293K
CCM
628
Colorado Capital Management
Colorado
$290K
AC
629
Addison Capital
Pennsylvania
$287K
FIA
630
Foundations Investment Advisors
Arizona
$283K +$1.56K +12 +0.6%
PWM
631
PBMares Wealth Management
Virginia
$283K +$283K +2,175 New
FDS
632
Freedom Day Solutions
Texas
$282K +$6.11K +47 +2%
SIA
633
Soltis Investment Advisors
Utah
$282K +$282K +2,170 New
BB
634
Busey Bank
Illinois
$281K +$281K +2,158 New
TNB
635
TCF National Bank
South Dakota
$279K +$35.1K +270 +14%
RWA
636
Ropes Wealth Advisors
Massachusetts
$277K -$9.77K -75 -3%
GBBWRPM
637
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$277K +$7.94K +61 +3%
OIWM
638
OptiFour Integrated Wealth Management
Virginia
$276K
SIC
639
Sigma Investment Counselors
Michigan
$273K +$10.4K +80 +4%
CST
640
Charles Schwab Trust
Nevada
$271K
KIA
641
KCM Investment Advisors
California
$270K
CGA
642
Crescent Grove Advisors
Illinois
$269K +$6.24K +48 +2%
WTC
643
WhitTier Trust Company
Nevada
$267K
ONB
644
Old National Bancorp
Indiana
$264K
MOS
645
MGO One Seven
Ohio
$263K +$16.4K +126 +7%
SPL
646
Smart Portfolios LLC
Washington
$261K -$8.18K -63 -3%
GM
647
GeoWealth Management
Illinois
$260K -$20.2K -155 -7%
PAG
648
Pinnacle Advisory Group
Maryland
$257K +$20.4K +157 +9%
Franklin Resources
649
Franklin Resources
California
$256K -$1.36M -10,427 -84%
CAG
650
Curtis Advisory Group
California
$255K +$255K +1,964 New