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iShares S&P 500 Value ETF

888 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 291 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+124
Holders Change %
+16.23%
% of All Funds
15.76%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
166
Increased
291
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
326
Meristem Family Wealth
Minnesota
$1.66M -$28.2K -220 -2%
APP
327
Avantax Planning Partners
Iowa
$1.63M +$256 +2 +0%
WP
328
WealthSource Partners
California
$1.63M -$15.7K -123 -1%
OC
329
Oppenheimer & Co
New York
$1.63M +$98.3K +768 +6%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$81.8K -639 -5%
MFT
331
Moisand Fitzgerald Tamayo
Florida
$1.6M -$3.33K -26 -0.2%
AIP
332
Ameritas Investment Partners
Nebraska
$1.58M -$23.7M -184,823 -94%
CAM
333
Cresset Asset Management
Illinois
$1.57M +$19.2K +150 +1%
RIS
334
Retirement Income Solutions
Michigan
$1.55M
SS
335
Sunbelt Securities
Texas
$1.54M +$111K +865 +8%
WFA
336
Wellspring Financial Advisors
Ohio
$1.54M -$1.41K -11 -0.1%
RhumbLine Advisers
337
RhumbLine Advisers
Massachusetts
$1.53M +$1.53M +11,958 New
GPWA
338
Great Point Wealth Advisors
Massachusetts
$1.52M
BF
339
Blankinship & Foster
California
$1.51M -$48K -375 -3%
TRCT
340
Tower Research Capital (TRC)
New York
$1.5M -$1.53M -11,938 -50%
FWP
341
Falcon Wealth Planning
California
$1.49M +$1.49M +11,605 New
AWP
342
Ascent Wealth Partners
New York
$1.47M -$45.8K -358 -3%
BA
343
Bristlecone Advisors
Washington
$1.47M +$34.2K +267 +2%
FAT
344
First American Trust
California
$1.44M +$146K +1,140 +11%
PA
345
PSI Advisors
Florida
$1.43M -$193K -1,510 -12%
SW
346
SVB Wealth
Massachusetts
$1.42M -$43.5K -340 -3%
MWM
347
Mattern Wealth Management
Kansas
$1.42M -$95.1K -743 -6%
ATPW
348
Ashton Thomas Private Wealth
Arizona
$1.42M +$243K +1,895 +21%
EIP
349
Ellis Investment Partners
Pennsylvania
$1.4M -$608K -4,751 -30%
RBC
350
Roble Belko & Company
Pennsylvania
$1.4M