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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 %
PAIM
176
Punch & Associates Investment Management
Minnesota
$5.9M -$104K -803 -2%
FMW
177
Farr Miller & Washington
District of Columbia
$5.86M +$355K +2,728 +6%
BSW
178
Buckingham Strategic Wealth
Missouri
$5.8M +$483K +3,715 +9%
ST
179
Smithfield Trust
Pennsylvania
$5.69M -$171K -1,316 -3%
EWA
180
Evolution Wealth Advisors
Florida
$5.58M -$99.5K -765 -2%
LIA
181
LBMC Investment Advisors
Tennessee
$5.55M +$32.8K +252 +0.6%
UAS
182
United Asset Strategies
New York
$5.46M +$1.67M +12,873 +44%
CFG
183
Citizens Financial Group
Rhode Island
$5.45M +$17.7K +136 +0.3%
NFG
184
Next Financial Group
Texas
$5.41M +$639K +4,913 +13%
MGIA
185
Matthew Goff Investment Advisor
Texas
$5.38M +$945K +7,268 +21%
SWPG
186
Strategic Wealth Partners Group
Illinois
$5.37M +$924K +7,103 +21%
SIAM
187
Sterling Investment Advisors (Missouri)
Missouri
$5.32M -$191K -1,466 -3%
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$5.22M -$453K -3,482 -8%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$5.22M +$257K +1,972 +5%
PFA
190
Pinnacle Family Advisors
Missouri
$5.15M +$3.58M +27,528 +228%
NA
191
Nottingham Advisors
New York
$5.12M -$206K -1,579 -4%
CA
192
Clearstead Advisors
Ohio
$5.09M -$26.3K -202 -0.5%
GWM
193
Geneos Wealth Management
Colorado
$5.06M -$20.6K -158 -0.4%
TD Asset Management
194
TD Asset Management
Ontario, Canada
$5.01M +$158K +1,374 +3%
CAL
195
Capital Analysts LLC
Pennsylvania
$4.94M +$19K +146 +0.4%
PFA
196
Pathway Financial Advisors
Vermont
$4.89M -$8.4K -64 -0.2%
PFP
197
Pinnacle Financial Partners
Tennessee
$4.87M +$467K +3,590 +11%
AWM
198
Avior Wealth Management
Nebraska
$4.87M -$156K -1,198 -3%
SNT
199
Security National Trust
West Virginia
$4.83M -$4.55K -35 -0.1%
BCWM
200
Bartlett & Co Wealth Management
Ohio
$4.81M +$451K +3,465 +10%