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iShares S&P 500 Value ETF

724 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 274 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
15.69%
Holding in Top 10
71
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.05%
% of All Funds
1.54%
New
67
Increased
231
Reduced
274
Closed
59
Calls
$4.61M
Puts
$225K
Net Calls
+$4.38M
Net Calls Change
+$914K
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
51
1834 Investment Advisors
Wisconsin
$27.9M -$528K -4,683 -2%
MCM
52
MAI Capital Management
Ohio
$26.8M +$4.82M +42,785 +22%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$26.3M -$159K -1,412 -0.6%
PI
54
PHH Investments
Texas
$24.7M +$387K +3,430 +2%
KL
55
KWMG LLC
Kansas
$24.7M +$2.15M +19,104 +10%
UB
56
UMB Bank
Missouri
$23.3M -$330K -2,925 -1%
CS
57
Credit Suisse
Switzerland
$22.8M -$8.35M -74,091 -27%
LFS
58
Lutz Financial Services
Nebraska
$20.4M -$400K -3,549 -2%
QIM
59
Quest Investment Management
Oregon
$20.3M
AIP
60
Ameritas Investment Partners
Nebraska
$20.1M +$1.3M +11,571 +7%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$20M +$19.2M +170,339 +2,535%
NSIM
62
North Star Investment Management
Illinois
$19.6M -$5.75K -51 -0%
LMIM
63
Lockheed Martin Investment Management
Maryland
$19M
CIM
64
Confluence Investment Management
Missouri
$19M +$6.18M +54,840 +48%
PA
65
Probity Advisors
Texas
$18.8M -$464K -4,113 -2%
MA
66
MUFG Americas
New York
$18.6M -$7.64M -67,782 -29%
FA
67
FCG Advisors
New Jersey
$18.6M +$738K +6,544 +4%
TPWA
68
TRUE Private Wealth Advisors
Oregon
$18.5M +$233K +2,070 +1%
MML Investors Services
69
MML Investors Services
Massachusetts
$17.9M -$8.04M -71,344 -31%
SPC
70
Sigma Planning Corp
Michigan
$17.2M +$993K +8,811 +6%
RWG
71
Regal Wealth Group
California
$17.1M +$4.06M +36,043 +31%
CWM
72
Calamos Wealth Management
Illinois
$16.8M -$2.93M -25,988 -15%
SPIA
73
Strategic Point Investment Advisors
Rhode Island
$15.9M -$1.26M -11,140 -7%
VC
74
Vicus Capital
Pennsylvania
$15.9M +$526K +4,589 +3%
MFM
75
Mirsky Financial Management
New York
$15.5M -$2.46M -21,780 -14%