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iShares S&P 500 Value ETF

712 hedge funds and large institutions have $10.7B invested in iShares S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 219 increasing their positions, 260 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-14
Holders Change %
-1.93%
% of All Funds
15.64%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.41%
New
46
Increased
219
Reduced
260
Closed
54
Calls
$10M
Puts
$1.85M
Net Calls
+$8.16M
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Shares
Change %
DP
676
Denver PWM
Colorado
$23.7K +$23.7K +200 New
UB
677
UMB Bank
Missouri
$23.1K -$1.21K -10,172 -5%
BCI
678
Brinker Capital Investments
Pennsylvania
$23K -$109K -919 -83%
AIS
679
Accurate Investment Solutions
Pennsylvania
$23K +$20K +171 +658%
QT
680
Quantbot Technologies
New York
$23K +$23K +200 New
PWMG
681
Prestige Wealth Management Group
New Jersey
$19K
MIM
682
Macroview Investment Management
Maryland
$19K
TF
683
TimeScale Financial
Massachusetts
$17K -$41.7K -351 -71%
PCIA
684
Prime Capital Investment Advisors
Kansas
$16K -$17.1K -140 -52%
VNA
685
Valley National Advisers
Pennsylvania
$15K
CCM
686
Covington Capital Management
California
$15K
JWM
687
Janiczek Wealth Management
Colorado
$15K
KWA
688
KCS Wealth Advisory
California
$14.3K +$14.3K +120 New
TFA
689
Toth Financial Advisory
Virginia
$14K
HGWM
690
Harvest Group Wealth Management
Massachusetts
$14K +$14K +116 New
LF
691
Lee Financial
Texas
$13K
PO
692
Private Ocean
California
$12K
RE
693
RBC Europe
United Kingdom
$11.9K
BWL
694
Bogart Wealth LLC
Virginia
$11K -$2.97K -24 -21%
ACA
695
Aptus Capital Advisors
Alabama
$11K +$11K +95 New
IAS
696
IMA Advisory Services
Colorado
$10K
AIA
697
Armor Investment Advisors
North Carolina
$9K
PK
698
Pflug Koory
Nebraska
$8K
Boston Partners
699
Boston Partners
Massachusetts
$8K +$8K +67 New
GWAG
700
Garrett Wealth Advisory Group
Texas
$7.98K +$7.98K +67 New