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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 %
CA
201
Cetera Advisors
Colorado
$3.57M -$181K -1,558 -5%
B
202
Bailard
California
$3.55M +$27.4K +235 +0.8%
HCM
203
Hudson Capital Management
New Jersey
$3.5M +$97.4K +841 +3%
BAM
204
Belpointe Asset Management
Nevada
$3.49M +$3.49M +29,910 New
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.46M +$37.4K +321 +1%
IA
206
Independence Advisors
Pennsylvania
$3.45M -$59.8K -513 -2%
IUHSA
207
Itau Unibanco Holding S.A.
Brazil
$3.44M
LFAS
208
Level Four Advisory Services
Texas
$3.33M -$63.2K -542 -2%
FNBT
209
FineMark National Bank & Trust
Florida
$3.31M -$666K -5,716 -17%
BPA
210
Beacon Pointe Advisors
California
$3.26M +$798K +6,841 +32%
FHC
211
First Heartland Consultants
Missouri
$3.24M -$937K -8,039 -22%
UAS
212
United Asset Strategies
New York
$3.22M +$293K +2,517 +10%
NSB
213
Norway Savings Bank
Maine
$3.19M -$57.5K -493 -2%
PB
214
Pinnacle Bancorp
Nebraska
$3.16M +$350 +3 +0%
FWP
215
FAS Wealth Partners
Kansas
$3.14M +$115K +983 +4%
CAN
216
Cetera Advisor Networks
California
$3.13M +$92.9K +797 +3%
NB
217
Nicolet Bankshares
Wisconsin
$3.13M -$38.1K -327 -1%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$3.03M -$207K -1,777 -6%
BWA
219
BDO Wealth Advisors
Florida
$2.97M +$158K +1,357 +6%
WWM
220
Windsor Wealth Management
Indiana
$2.96M -$17.7K -151 -0.6%
TSS
221
Two Sigma Securities
New York
$2.9M +$856K +7,347 +42%
Brown Advisory
222
Brown Advisory
Maryland
$2.9M -$14.6K -125 -0.5%
SRSA
223
S.R. Schill & Associates
Washington
$2.89M -$272K -2,336 -9%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$2.73M -$66.2K -568 -2%
CB
225
Commerce Bank
Missouri
$2.73M