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iShares S&P 500 Value ETF

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
301
Oppenheimer & Co
New York
$1.33M +$216K +2,248 +19%
MMHP
302
Murphy Middleton Hinkle & Parker
Georgia
$1.32M -$80K -831 -6%
I
303
IberiaBank
Louisiana
$1.32M +$60.3K +626 +5%
Barclays
304
Barclays
United Kingdom
$1.3M -$37.9K -394 -3%
HB
305
Homrich & Berg
Georgia
$1.3M -$11.7K -122 -0.9%
ECG
306
Edge Capital Group
Georgia
$1.27M
MFW
307
Meristem Family Wealth
Minnesota
$1.27M
MFT
308
Moisand Fitzgerald Tamayo
Florida
$1.25M -$250K -2,598 -17%
LNC
309
Lincoln National Corp
Pennsylvania
$1.25M -$186K -1,930 -13%
CGFA
310
Colton Groome Financial Advisors
North Carolina
$1.25M -$5.58K -58 -0.4%
DWM
311
Darwin Wealth Management
Florida
$1.24M -$73.1K -760 -6%
William Blair & Company
312
William Blair & Company
Illinois
$1.24M +$46.2K +480 +4%
SAM
313
Shone Asset Management
California
$1.22M +$1.22M +11,390 New
ABC
314
Associated Banc-Corp
Wisconsin
$1.21M +$207K +2,145 +21%
BCA
315
Bay Colony Advisors
Massachusetts
$1.2M +$40.8K +424 +4%
BFPW
316
BOK Financial Private Wealth
Colorado
$1.17M +$403K +4,192 +53%
LBC
317
Lowe Brockenbrough & Co
Virginia
$1.16M +$1.16M +12,081 New
BWP
318
Bernardo Wealth Planning
Pennsylvania
$1.16M -$39.1K -406 -3%
IWAG
319
Integer Wealth Advisors Group
Georgia
$1.15M +$264K +2,505 +30%
WFA
320
Wellspring Financial Advisors
Ohio
$1.15M +$1.15M +11,973 New
GPWA
321
Great Point Wealth Advisors
Massachusetts
$1.14M -$67.8K -705 -6%
ATPW
322
Ashton Thomas Private Wealth
Arizona
$1.13M +$205K +2,131 +22%
NA
323
NewEdge Advisors
Louisiana
$1.13M -$68.6K -712 -6%
Squarepoint
324
Squarepoint
New York
$1.13M +$1.13M +11,712 New
EIA
325
Eldridge Investment Advisors
New Hampshire
$1.13M -$19.1K -198 -2%