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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 %
HJA
126
Hugh Johnson Advisors
New York
$8.34M -$108K -955 -1%
BSW
127
Buckingham Strategic Wealth
Missouri
$8.15M +$5.91M +52,464 +265%
ASN
128
Advisory Services Network
Georgia
$8.13M -$395K -3,504 -5%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$8M -$1.19M -10,515 -13%
AMG
130
Asset Management Group
Connecticut
$7.97M +$15.1K +134 +0.2%
BFM
131
Broadview Financial Management
Wisconsin
$7.92M +$110K +980 +1%
SCIM
132
Spring Creek Investment Management
Pennsylvania
$7.87M
CG
133
Colony Group
Massachusetts
$7.81M -$7.31M -64,819 -48%
SI
134
Stephens Inc
Arkansas
$7.8M +$369K +3,270 +5%
CWM
135
Cahaba Wealth Management
Georgia
$7.31M +$141K +1,252 +2%
RWM
136
RKL Wealth Management
Pennsylvania
$7.29M +$161K +1,431 +2%
TIM
137
Tortoise Investment Management
New York
$7.25M -$831K -7,371 -10%
MGIA
138
Moneta Group Investment Advisors
Missouri
$7.21M -$3.72M -33,035 -34%
AIM
139
Acropolis Investment Management
Missouri
$7.1M -$124K -1,104 -2%
NCM
140
Narwhal Capital Management
Georgia
$7.02M +$1.42M +12,632 +25%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$7M +$1.36M +12,092 +24%
PL
142
Polianta Ltd
Jersey
$6.97M +$6.97M +61,800 New
VR
143
Viridian RIA
Washington
$6.8M -$76.7K -680 -1%
OAM
144
Occidental Asset Management
California
$6.72M +$228K +2,020 +4%
IWA
145
Independence Wealth Advisors
Virginia
$6.66M -$2.37M -20,984 -26%
Creative Planning
146
Creative Planning
Kansas
$6.65M +$107K +951 +2%
BOTW
147
Bank of the West
California
$6.51M +$1.15M +10,236 +22%
CS
148
Comerica Securities
Michigan
$6.32M +$252K +2,232 +4%
WWM
149
Western Wealth Management
Colorado
$6.2M +$202K +1,794 +3%
FBA
150
Front Barnett Associates
Illinois
$6.18M -$33.3K -295 -0.5%