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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 %
SB
101
Suntrust Banks
Georgia
$12M +$165K +1,466 +1%
EWF
102
Epstein & White Financial
California
$11.9M -$5.69M -50,526 -32%
FLA
103
Financial Life Advisors
Texas
$11.8M +$1.01M +8,947 +9%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$11.6M +$5.11M +45,367 +79%
TW
105
Transform Wealth
Colorado
$11.3M +$2.92M +25,863 +35%
MBT
106
Monroe Bank & Trust
Michigan
$11.3M +$832K +7,384 +8%
Comerica Bank
107
Comerica Bank
Texas
$10.5M +$156K +1,349 +2%
HFS
108
HL Financial Services
Kentucky
$10.5M -$483K -4,287 -4%
WPW
109
Waldron Private Wealth
Pennsylvania
$10.3M +$10.3M +91,713 New
Northern Trust
110
Northern Trust
Illinois
$10.3M +$936K +8,299 +10%
AIA
111
Alera Investment Advisors
Illinois
$10.3M -$293K -2,598 -3%
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$10.1M +$225 +2 +0%
PP
113
Paloma Partners
Connecticut
$10M +$6.2M +54,982 +162%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$9.96M -$401K -3,556 -4%
DSA
115
Droms Strauss Advisors
Missouri
$9.78M -$22.6K -200 -0.2%
FAIM
116
Financial Advocates Investment Management
Washington
$9.58M +$248K +2,198 +3%
PWP
117
Personal Wealth Partners
Minnesota
$9.55M +$9.55M +84,746 New
TCM
118
Traynor Capital Management
Pennsylvania
$9.45M +$34K +302 +0.4%
SEI Investments
119
SEI Investments
Pennsylvania
$9.15M -$162M -1,437,331 -95%
SS
120
Simplicity Solutions
Minnesota
$9M +$4.49M +39,790 +99%
BPCE
121
Bank Pictet & Cie (Europe)
Germany
$8.94M
SGAM
122
Steinberg Global Asset Management
Florida
$8.8M -$228K -2,021 -3%
Citigroup
123
Citigroup
New York
$8.66M -$26.4M -234,466 -75%
SHIM
124
Stone House Investment Management
Pennsylvania
$8.6M -$1.33M -11,783 -13%
PFA
125
Pure Financial Advisors
California
$8.6M -$537K -4,765 -6%