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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 %
CWA
376
Clarus Wealth Advisors
Arizona
$808K -$448K -4,830 -36%
TC
377
Telemus Capital
Michigan
$807K +$807K +7,345 New
HA
378
Harborview Advisors
Maine
$805K -$5.39K -56 -0.7%
CA
379
Calton & Associates
Florida
$801K +$448K +4,655 +127%
BA
380
Bristlecone Advisors
Washington
$800K -$45.7K -475 -5%
LFG
381
LifePlan Financial Group
Ohio
$800K +$5.87K +61 +0.7%
BIM
382
Bridges Investment Management
Nebraska
$796K
9WM
383
9258 Wealth Management
Ohio
$796K +$34K +320 +4%
DPI
384
Diversified Portfolios Inc
Michigan
$782K -$55.8K -580 -7%
MSA
385
Marino Stram & Associates
Massachusetts
$780K -$176K -1,824 -18%
JA
386
JOYN Advisors
Georgia
$773K -$393K -4,087 -34%
CPIG
387
Chicago Partners Investment Group
Illinois
$768K -$41.7K -393 -5%
APSP
388
Asset Planning Services (Pennsylvania)
Pennsylvania
$764K +$2.21K +23 +0.3%
NFG
389
Nations Financial Group
Iowa
$761K +$51.6K +536 +7%
EK
390
Evensky & Katz
Florida
$749K -$1.54K -16 -0.2%
FCC
391
Florin Court Capital
United Kingdom
$748K -$13.7M -142,800 -95%
CCT
392
Country Club Trust
Missouri
$747K +$445K +4,535 +147%
SIC
393
Samalin Investment Counsel
New York
$741K -$10.4K -108 -1%
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$736K +$132K +1,377 +22%
JIC
395
Johnson Investment Counsel
Ohio
$734K -$86.8K -902 -11%
Cetera Investment Advisers
396
Cetera Investment Advisers
Illinois
$734K +$63.5K +660 +9%
CC
397
Cadinha & Co
Hawaii
$732K -$382K -3,969 -34%
EW
398
Evoke Wealth
California
$731K +$731K +7,590 New
CCM
399
Cribstone Capital Management
Maine
$726K -$16.7K -174 -2%
SFA
400
Sequoia Financial Advisors
Ohio
$726K +$13.2K +137 +2%