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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 %
OPS
426
Orion Portfolio Solutions
Nebraska
$615K -$78.9K -820 -11%
Wealth Enhancement Advisory Services
427
Wealth Enhancement Advisory Services
Minnesota
$614K -$1.94M -18,245 -76%
Boston Partners
428
Boston Partners
Massachusetts
$607K +$607K +6,308 New
GG
429
Gofen & Glossberg
Illinois
$606K
FMTC
430
Farmers & Merchants Trust Company
California
$605K
NEPWA
431
New England Private Wealth Advisors
Massachusetts
$602K +$43.3K +448 +8%
BFO
432
Boston Family Office
Massachusetts
$597K +$74.1K +770 +14%
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$578K +$96.3K +1,000 +20%
SAM
434
Summit Asset Management
Tennessee
$573K
WIC
435
Whitegate Investment Counselors
New Hampshire
$569K -$69.5K -722 -11%
TTWM
436
TCV Trust & Wealth Management
Virginia
$566K +$279K +2,897 +97%
SBH
437
Segall Bryant & Hamill
Illinois
$563K
SDWMA
438
Schneider Downs Wealth Management Advisors
Pennsylvania
$562K +$96.6K +1,003 +21%
CAC
439
Certified Advisory Corp
Florida
$553K -$68K -707 -11%
TFA
440
TPG Financial Advisors
Oregon
$552K -$34.1K -355 -6%
IAIM
441
International Assets Investment Management
Florida
$550K +$550K +5,712 New
TIM
442
Thompson Investment Management
Wisconsin
$549K +$17.8K +185 +3%
CWM
443
Confluence Wealth Management
Oregon
$543K -$29.7K -308 -5%
ACM
444
Argent Capital Management
Missouri
$542K +$542K +5,635 New
LWANC
445
Laurel Wealth Advisors (North Carolina)
North Carolina
$540K +$91.1K +946 +20%
FNBTCON
446
First National Bank & Trust Co of Newtown
Pennsylvania
$534K
CAPTRUST Financial Advisors
447
CAPTRUST Financial Advisors
North Carolina
$534K +$86.9K +946 +19%
FCI
448
Financial Counselors Inc
Kansas
$530K -$83.2K -865 -14%
MFG
449
Magnus Financial Group
New York
$530K +$191K +1,987 +56%
BWM
450
BigSur Wealth Management
Florida
$529K +$529K +5,500 New