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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.

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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$28.7M -$580K -4,974 -2%
HighTower Advisors
52
HighTower Advisors
Illinois
$28.3M +$13.3M +113,993 +88%
1IA
53
1834 Investment Advisors
Wisconsin
$28M -$887K -7,610 -3%
KL
54
KWMG LLC
Kansas
$26.3M +$836K +7,171 +3%
PI
55
PHH Investments
Texas
$25.7M +$101K +868 +0.4%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$24.6M -$2.57M -22,007 -9%
TA
57
Townsend & Associates
Colorado
$23.3M +$23.3M +196,584 New
RCAG
58
Rehmann Capital Advisory Group
Michigan
$22.3M +$1.68M +14,416 +8%
AIP
59
Ameritas Investment Partners
Nebraska
$21.8M +$1.04M +8,925 +5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$21.3M +$11M +94,717 +107%
QIM
61
Quest Investment Management
Oregon
$21M
LFS
62
Lutz Financial Services
Nebraska
$20.8M -$354K -3,033 -2%
CS
63
Credit Suisse
Switzerland
$20.5M -$3.09M -26,505 -13%
PA
64
Probity Advisors
Texas
$20.4M +$993K +8,519 +5%
NSIM
65
North Star Investment Management
Illinois
$20.1M -$124K -1,064 -0.6%
CIM
66
Confluence Investment Management
Missouri
$19.4M -$237K -2,036 -1%
FA
67
FCG Advisors
New Jersey
$19.3M +$68.2K +585 +0.4%
PAG
68
Private Advisor Group
New Jersey
$19.1M +$6.37M +54,623 +50%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$18.9M -$202K -1,737 -1%
MML Investors Services
70
MML Investors Services
Massachusetts
$18.4M -$117K -1,005 -0.6%
RWG
71
Regal Wealth Group
California
$18M +$333K +2,853 +2%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$17.9M +$2.64M +22,672 +17%
MA
73
MUFG Americas
New York
$17.8M -$1.49M -12,813 -8%
CG
74
Colony Group
Massachusetts
$17M +$8.89M +76,303 +110%
VC
75
Vicus Capital
Pennsylvania
$17M +$820K +7,033 +5%