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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 %
CPA
451
Capital Planning Advisors
California
$526K
AIC
452
Ameritas Investment Company
Nebraska
$524K +$203K +2,126 +63%
PAMG
453
Patton Albertson Miller Group
Tennessee
$521K +$15.1K +157 +3%
CB
454
Community Bank
New York
$520K
WLIM
455
White Lighthouse Investment Management
Massachusetts
$516K -$77K -800 -13%
AW
456
ACG Wealth
Georgia
$513K +$10.8K +112 +2%
VFA
457
Valeo Financial Advisors
Indiana
$511K +$10.6K +101 +2%
BCP
458
Blue Chip Partners
Michigan
$501K -$209K -2,170 -29%
CCP
459
Corient Capital Partners
California
$501K +$29.7K +309 +6%
WT
460
Whittier Trust
California
$499K -$49.7K -516 -9%
JF
461
JSF Financial
California
$497K -$179K -1,856 -26%
BS
462
Boenning & Scattergood
Pennsylvania
$497K -$24.5K -255 -5%
LW
463
Linscomb Wealth
Texas
$489K -$1.54K -16 -0.3%
LFG
464
Larson Financial Group
Missouri
$487K -$75.2K -782 -13%
MA
465
MYDA Advisors
New York
$481K +$481K +5,000 New
CI
466
Cambiar Investors
Colorado
$474K +$474K +4,929 New
PMAM
467
Picton Mahoney Asset Management
Ontario, Canada
$472K
WI
468
Wintrust Investments
Illinois
$471K -$147K -1,525 -24%
PA
469
Prism Advisors
California
$469K
WWM
470
Windsor Wealth Management
Indiana
$467K +$21.5K +223 +5%
MWM
471
Mission Wealth Management
California
$464K +$59.6K +619 +15%
BDF
472
Balasa Dinverno & Foltz
$463K -$30.2K -314 -6%
SCA
473
Snowden Capital Advisors
New York
$452K
GRP
474
Global Retirement Partners
California
$452K +$135K +1,402 +43%
FHA
475
Flagship Harbor Advisors
Massachusetts
$449K +$5.49K +57 +1%