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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 %
SQA
326
Simon Quick Advisors
New Jersey
$1.12M +$410K +4,256 +58%
TFA
327
Tobias Financial Advisors
Florida
$1.12M -$43.6K -453 -4%
MAFM
328
Mid Atlantic Financial Management
Pennsylvania
$1.11M -$615K -6,392 -36%
Renaissance Technologies
329
Renaissance Technologies
New York
$1.11M +$1.11M +11,500 New
CWM
330
Connecticut Wealth Management
Connecticut
$1.11M +$70.5K +733 +7%
Cerity Partners
331
Cerity Partners
New York
$1.1M -$16K -166 -1%
TNB
332
Thomasville National Bank
Georgia
$1.1M +$30.4K +255 +3%
APW
333
Aurora Private Wealth
New Jersey
$1.1M +$508K +5,274 +86%
EWM
334
Endurance Wealth Management
Rhode Island
$1.07M -$24.6K -256 -2%
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.06M -$43.9K -456 -4%
Mirae Asset Global Investments
336
Mirae Asset Global Investments
South Korea
$1.06M -$3.79M -39,390 -78%
RBC
337
Roble Belko & Company
Pennsylvania
$1.05M
PCS
338
Personal CFO Solutions
New Jersey
$1.04M +$41.7K +433 +4%
KBFS
339
Kohmann Bosshard Financial Services
Ohio
$1.03M +$113K +1,170 +12%
PA
340
PFG Advisors
Arizona
$1.02M -$353K -3,399 -26%
BAC
341
Boys Arnold & Co
North Carolina
$1.02M -$15.4K -160 -1%
HW
342
Hancock Whitney
Mississippi
$1.01M -$229K -2,379 -18%
PIMG
343
Patriot Investment Management Group
Tennessee
$1.01M -$11.4K -118 -1%
Deutsche Bank
344
Deutsche Bank
Germany
$1M +$229K +2,383 +30%
CIR
345
Clear Investment Research
Georgia
$992K +$42.6K +443 +4%
MAS
346
Managed Account Services
Florida
$988K -$31.3K -338 -3%
BP
347
Ballentine Partners
Massachusetts
$985K +$117K +1,211 +13%
MHS
348
M Holdings Securities
Oregon
$984K -$1.17M -12,120 -54%
GVAG
349
Great Valley Advisor Group
Delaware
$970K +$57.1K +594 +6%
ACM
350
Azimuth Capital Management
Michigan
$965K -$46.7K -485 -5%