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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 %
LWAC
401
Laurel Wealth Advisors (California)
California
$722K -$22.8K -237 -3%
PWM
402
Perigon Wealth Management
California
$720K +$91.3K +867 +15%
FAAM
403
First Ascent Asset Management
Colorado
$701K +$192 +2 +0%
SFPG
404
Stonebridge Financial Planning Group
Florida
$682K +$29.4K +286 +5%
SG
405
StoneX Group
New York
$678K -$909K -9,442 -57%
EWM
406
EPG Wealth Management
Georgia
$678K +$70.7K +735 +12%
IWS
407
Insight Wealth Strategies
California
$677K +$30.9K +321 +5%
BOS
408
Bingham Osborn & Scarborough
California
$674K -$704K -7,316 -51%
BJL
409
Brighton Jones LLC
Washington
$664K -$141K -1,464 -18%
DADC
410
D.A. Davidson & Co
Montana
$664K +$216K +2,250 +48%
Bessemer Group
411
Bessemer Group
New Jersey
$656K -$133K -1,380 -17%
HCC
412
Hirtle Callaghan & Co
Pennsylvania
$647K
SMG
413
Smart Money Group
Texas
$644K +$82.9K +862 +15%
PA
414
Pinnacle Associates
New York
$642K -$31.3K -325 -5%
HSA
415
HBK Sorce Advisory
Pennsylvania
$639K -$118K -1,226 -16%
CDIA
416
Capital Directions Investment Advisors
Georgia
$637K
CWC
417
Carolinas Wealth Consulting
North Carolina
$634K +$118K +1,230 +23%
EWF
418
Epstein & White Financial
California
$631K -$1.62M -17,066 -72%
KOMWMG
419
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$629K -$11.8K -123 -2%
TIM
420
Total Investment Management
Arizona
$628K +$146K +1,520 +30%
TIA
421
Tiemann Investment Advisors
California
$626K +$104K +1,076 +20%
DAS
422
Dynamic Advisor Solutions
Arizona
$620K -$20.7K -215 -3%
IIC
423
Integrated Investment Consultants
Michigan
$619K
SLWS
424
Swaine & Leidel Wealth Services
Florida
$617K +$617K +6,413 New
TFO
425
Tarbox Family Office
California
$616K +$132K +1,373 +27%