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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 %
AIM
676
Axiom Investment Management
New York
$28K -$501K -4,312 -95%
IWMA
677
Ironwood Wealth Management (Arizona)
Arizona
$28K -$230 -2 -0.8%
QCIG
678
Quad-Cities Investment Group
Iowa
$28K +$588 +5 +2%
FCFS
679
First Command Financial Services
Texas
$27K
FCB
680
First Command Bank
Texas
$27K
AIC
681
Archer Investment Corporation
Indiana
$26K
KFS
682
Kelly Financial Services
Massachusetts
$25.1K +$116 +1 +0.5%
FWM
683
Focused Wealth Management
New York
$25K
TCM
684
TD Capital Management
Tennessee
$24K -$1.65K -14 -6%
PGAM
685
Princeton Global Asset Management
New Jersey
$24K
UB
686
UMB Bank
Missouri
$23.8K -$272 -2,336 -1%
SFG
687
SevenBridge Financial Group
Pennsylvania
$23K
CFA
688
Camarda Financial Advisors
Florida
$23K
PC
689
Permanens Capital
New York
$23K
PFGIA
690
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$35.3K -303 -65%
MIM
691
Macroview Investment Management
Maryland
$19K
PWMG
692
Prestige Wealth Management Group
New Jersey
$19K
HDIM
693
Hanson & Doremus Investment Management
Vermont
$17K -$4.71K -41 -22%
TFA
694
Transamerica Financial Advisors
Florida
$17K +$17K +139 New
VNA
695
Valley National Advisers
Pennsylvania
$15K
CCM
696
Covington Capital Management
California
$15K
TFA
697
Toth Financial Advisory
Virginia
$14K
JWM
698
Janiczek Wealth Management
Colorado
$14K
BWL
699
Bogart Wealth LLC
Virginia
$13K -$17.3K -150 -57%
LF
700
Lee Financial
Texas
$12K