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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 %
LF
701
Lee Financial
Texas
$12K
RE
702
RBC Europe
United Kingdom
$11.7K
PO
703
Private Ocean
California
$11K
SWP
704
Strategic Wealth Partners
Ohio
$9K -$41.7K -394 -82%
IAS
705
IMA Advisory Services
Colorado
$9K
AIA
706
Armor Investment Advisors
North Carolina
$9K +$114 +1 +1%
FRA
707
Front Row Advisors
California
$8K
FCA
708
FinTrust Capital Advisors
South Carolina
$7K -$6.18K -53 -47%
PK
709
Pflug Koory
Nebraska
$7K
CFN
710
Cordasco Financial Network
Florida
$7K
IWA
711
IBEX Wealth Advisors
New Jersey
$7K +$7K +67 New
CI
712
CX Institutional
Indiana
$6K -$20.3K -176 -77%
HS
713
Horan Securities
United States
$6K -$346 -3 -5%
AF
714
Allworth Financial
California
$6K
IRC
715
Investors Research Corp
Georgia
$6K
LWA
716
Lowe Wealth Advisors
Maryland
$6K
AWM
717
Avondale Wealth Management
Texas
$6K
LDFR
718
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
PCA
719
Providence Capital Advisors
North Carolina
$4K
CAGAS
720
Capital Advisory Group Advisory Services
Minnesota
$3K
AIS
721
Accurate Investment Solutions
Pennsylvania
$3K +$3K +26 New
GT
722
Glenmede Trust
Pennsylvania
$831 +$34 +296 +4%
MWM
723
Meridian Wealth Management
Kentucky
$816 +$816 +700 New
NDSI
724
Newman Dignan & Sheerar Inc
Rhode Island
$534
WIM
725
Westside Investment Management
California
$84 +$84 +721 New