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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.

New
Increased
Maintained
Reduced
Closed
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 %
HSBC Holdings
151
HSBC Holdings
United Kingdom
$6.13M +$6.13M +52,600 New
BOTW
152
Bank of the West
California
$6.05M -$681K -5,839 -10%
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$6.04M +$788K +6,760 +15%
KM
154
Kalos Management
Georgia
$5.81M +$1.53M +13,126 +36%
PFG
155
Pacific Financial Group
Washington
$5.72M +$61.1K +542 +1%
WP
156
WealthSource Partners
California
$5.63M +$111K +954 +2%
CWM
157
Cranbrook Wealth Management
Michigan
$5.62M -$58.3K -500 -1%
CAL
158
Capital Analysts LLC
Pennsylvania
$5.52M +$1.45M +12,447 +36%
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.5M -$273K -2,349 -5%
MA
160
Mutual Advisors
Nebraska
$5.33M +$2.17M +18,628 +69%
GPA
161
Guidance Point Advisors
Massachusetts
$5.32M -$45.6K -391 -0.8%
ST
162
Smithfield Trust
Pennsylvania
$5.31M -$302K -2,588 -5%
PAIM
163
Punch & Associates Investment Management
Minnesota
$5.3M -$132K -1,134 -2%
ASN
164
Advisory Services Network
Georgia
$5.28M -$3.12M -26,747 -37%
AA
165
Advisory Alpha
Michigan
$5.14M +$3.26M +27,680 +173%
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$5.13M -$325K -2,784 -6%
JFA
167
Johanson Financial Advisors
California
$5.13M +$112K +963 +2%
SAM
168
Securian Asset Management
Minnesota
$5.13M -$338K -2,900 -6%
EWA
169
Evolution Wealth Advisors
Florida
$5.07M -$34.4K -295 -0.7%
LIA
170
LBMC Investment Advisors
Tennessee
$5.03M -$91.3K -783 -2%
NA
171
Nottingham Advisors
New York
$4.98M -$71.1K -589 -1%
SIAM
172
Sterling Investment Advisors (Missouri)
Missouri
$4.94M -$73.8K -633 -1%
BSW
173
Buckingham Strategic Wealth
Missouri
$4.9M -$3.53M -30,258 -42%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$4.79M -$1.47M -12,788 -24%
AF
175
Advisornet Financial
Minnesota
$4.77M +$1.07M +9,162 +29%