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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 %
PMFA
651
Plante Moran Financial Advisors
Michigan
$58K
PAI
652
Pittenger & Anderson Inc
Nebraska
$58K
TF
653
TimeScale Financial
Massachusetts
$58K +$58K +494 New
CPA
654
Clear Perspective Advisors
Illinois
$54K +$54K +467 New
ME
655
McIlrath & Eck
Washington
$50K
AWM
656
Apollon Wealth Management
South Carolina
$50K +$50K +431 New
TWA
657
TCI Wealth Advisors
Arizona
$49K
AOWM
658
Alpha Omega Wealth Management
Virginia
$49K
FNB
659
Farmers National Bank
Kentucky
$47K
SBL
660
Sargent Bickham Lagudis
Colorado
$40K +$115 +1 +0.3%
DWM
661
Doyle Wealth Management
Florida
$39K +$39K +335 New
KCPG
662
Kavar Capital Partners Group
Kansas
$38K +$38K +326 New
MCM
663
McMillion Capital Management
North Carolina
$37K +$37K +315 New
EAM
664
Eukles Asset Management
Ohio
$37K +$37K +319 New
FPS
665
Fieldpoint Private Securities
Connecticut
$36K
ESB
666
Essex Savings Bank
Connecticut
$35K
RFA
667
Reilly Financial Advisors
California
$34K -$16.1K -137 -32%
FFW
668
Fusion Family Wealth
New York
$34K
RP
669
Rice Partnership
Hawaii
$34K +$34K +292 New
BBA
670
Braun-Bostich & Associates
Pennsylvania
$32K -$28K -238 -47%
TCOV
671
Trust Company of Vermont
Vermont
$32K -$15.8K -135 -33%
MA
672
MCF Advisors
Kentucky
$32K
PCIA
673
Prime Capital Investment Advisors
Kansas
$32K +$16.5K +140 +107%
TA
674
TCG Advisors
Texas
$31K +$31K +262 New
JFA
675
JNBA Financial Advisors
Minnesota
$30K