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iShares S&P 500 Value ETF

821 hedge funds and large institutions have $12B invested in iShares S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+109
Holders Change %
+15.31%
% of All Funds
16.21%
Holding in Top 10
79
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.44%
% of All Funds
1.56%
New
149
Increased
269
Reduced
240
Closed
33
Calls
$9.63M
Puts
$3.64M
Net Calls
+$5.99M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
726
HM Payson & Co
Maine
$95K
PAI
727
Pittenger & Anderson Inc
Nebraska
$95K +$33.1K +254 +53%
LAS
728
Lloyd Advisory Services
Georgia
$90K +$90K +689 New
OIA
729
Optimum Investment Advisors
Illinois
$85K
MAWCM
730
Mine & Arao Wealth Creation & Management
California
$83K +$83K +638 New
AWA
731
Arkadios Wealth Advisors
Georgia
$79.5K +$79.5K +604 New
CIA
732
Cascade Investment Advisors
Oregon
$78.1K
MCWS
733
McKinley Carter Wealth Services
West Virginia
$78K +$78K +599 New
GWS
734
Glassman Wealth Services
Virginia
$77K
Kayne Anderson Rudnick Investment Management
735
Kayne Anderson Rudnick Investment Management
California
$75K +$75K +576 New
CHAM
736
Clear Harbor Asset Management
Connecticut
$74.4K +$74.4K +572 New
RMAM
737
Raab & Moskowitz Asset Management
New Jersey
$73K +$73K +562 New
First Manhattan
738
First Manhattan
New York
$69K -$41.8K -325 -38%
RFWA
739
RPg Family Wealth Advisory
Massachusetts
$68.9K -$16.3K -125 -19%
VCP
740
Verus Capital Partners
Arizona
$67K +$67K +517 New
PMFA
741
Plante Moran Financial Advisors
Michigan
$65K
TWA
742
TCI Wealth Advisors
Arizona
$63K
CIM
743
Contravisory Investment Management
Massachusetts
$62K -$31.5K -240 -34%
CCMIC
744
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$62K
LF
745
Lee Financial
Texas
$62K +$48.3K +371 +353%
POIA
746
Pin Oak Investment Advisors
Texas
$59K -$19.5K -150 -25%
CFB
747
Cullen/Frost Bankers
Texas
$59K +$9.83K +75 +20%
TT
748
TI-Trust
Illinois
$59K +$59K +455 New
MIFH
749
Migdal Insurance & Financial Holdings
Israel
$53K
ME
750
McIlrath & Eck
Washington
$53K