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iShares S&P 500 Value ETF

712 hedge funds and large institutions have $10.7B invested in iShares S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 219 increasing their positions, 260 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-14
Holders Change %
-1.93%
% of All Funds
15.64%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.41%
New
46
Increased
219
Reduced
260
Closed
54
Calls
$10M
Puts
$1.85M
Net Calls
+$8.16M
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
201
Cetera Advisors
Colorado
$3.45M -$208K -1,742 -6%
FHC
202
First Heartland Consultants
Missouri
$3.43M +$118K +991 +4%
FWP
203
FAS Wealth Partners
Kansas
$3.35M +$138K +1,155 +4%
LFAS
204
Level Four Advisory Services
Texas
$3.28M -$126K -1,056 -4%
CAN
205
Cetera Advisor Networks
California
$3.24M +$40K +336 +1%
PB
206
Pinnacle Bancorp
Nebraska
$3.22M -$10K -84 -0.3%
NSB
207
Norway Savings Bank
Maine
$3.22M -$44.2K -371 -1%
BCM
208
Brookstone Capital Management
Illinois
$3.21M +$996K +8,359 +45%
BWA
209
BDO Wealth Advisors
Florida
$3.16M +$123K +1,029 +4%
NB
210
Nicolet Bankshares
Wisconsin
$3.11M -$80.8K -678 -3%
Brown Advisory
211
Brown Advisory
Maryland
$3.08M +$124K +1,041 +4%
AIG
212
American International Group
New York
$3.06M -$6.23M -52,300 -67%
MA
213
Mutual Advisors
Nebraska
$3.05M -$2.4M -20,124 -44%
PP
214
Paloma Partners
Connecticut
$3M -$8.31M -69,727 -73%
FNBT
215
FineMark National Bank & Trust
Florida
$2.96M -$424K -3,556 -13%
SRSA
216
S.R. Schill & Associates
Washington
$2.93M -$23.5K -197 -0.8%
CB
217
Commerce Bank
Missouri
$2.86M +$75.8K +636 +3%
WWM
218
Windsor Wealth Management
Indiana
$2.82M -$86.9K -753 -3%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$2.77M -$23.6K -198 -0.8%
SWP
220
Stratos Wealth Partners
Ohio
$2.71M +$226K +1,895 +9%
First Trust Advisors
221
First Trust Advisors
Illinois
$2.71M -$1.05M -8,809 -28%
SCM
222
Stordahl Capital Management
Colorado
$2.66M -$16.4K -138 -0.6%
BEC
223
Blue Edge Capital
Virginia
$2.65M +$34.2K +287 +1%
MHS
224
M Holdings Securities
Oregon
$2.63M -$127K -1,062 -5%
Millennium Management
225
Millennium Management
New York
$2.62M +$1.19M +10,008 +83%