IVE icon

iShares S&P 500 Value ETF

758 hedge funds and large institutions have $11.1B invested in iShares S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 225 increasing their positions, 304 reducing their positions, and 68 closing their positions.

Holders
758
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
15.58%
Holding in Top 10
55
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.38%
% of All Funds
1.13%
New
75
Increased
225
Reduced
304
Closed
68
Calls
$5.95M
Puts
$1.2M
Net Calls
+$4.75M
Net Calls Change
-$1.02M
Name Market Value Shares Shares
Change
Shares
Change %
VMPIC
26
Varma Mutual Pension Insurance Co
Finland
$58.7M 542,494 +542,494 New
HFBOT
27
Home Federal Bank of Tennessee
Tennessee
$56.6M 522,670 +3,241 +0.6%
RJA
28
Raymond James & Associates
Florida
$56.5M 522,085 +12,497 +2%
VA
29
Valmark Advisers
Ohio
$52.6M 485,850 -29,737 -6%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$45.4M 419,279 +200,406 +92%
Mariner
31
Mariner
Kansas
$42.4M 392,096 +11,393 +3%
EH
32
Equitable Holdings
New York
$41.6M 384,634 -2,216 -0.6%
SWPG
33
Strategic Wealth Partners Group
Illinois
$41.6M 384,435 +13,467 +4%
FHB
34
First Hawaiian Bank
Hawaii
$41.2M 380,722 -19,008 -5%
UCFA
35
United Capital Financial Advisors
Texas
$40M 369,597 +6,654 +2%
KeyBank National Association
36
KeyBank National Association
Ohio
$36.4M 336,069 -32,417 -9%
SL
37
Salomon & Ludwin
Virginia
$35.8M 330,770 -115,185 -26%
CC
38
Courier Capital
New York
$35.6M 327,692 +3,468 +1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$35.5M 328,433 -18,644 -5%
PFM
40
Phillips Financial Management
Indiana
$33.2M 307,079 -8,980 -3%
MCM
41
MAI Capital Management
Ohio
$32.6M 301,684 +15,393 +5%
LI
42
LVZ Inc
Michigan
$31.1M 287,080 -39,347 -12%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$30.1M 278,323 -48,266 -15%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$30.1M 277,938 +80,190 +41%
HighTower Advisors
45
HighTower Advisors
Illinois
$29.9M 275,996 -15,780 -5%
Financial Engines Advisors
46
Financial Engines Advisors
California
$29M 267,790 +102,996 +62%
ANB
47
Amarillo National Bank
Texas
$26.7M 246,960 -147,067 -37%
1IA
48
1834 Investment Advisors
Wisconsin
$26.1M 240,926 +21,293 +10%
EA
49
Efficient Advisors
Ohio
$25.3M 233,624 -9,452 -4%
PWAG
50
Polaris Wealth Advisory Group
California
$24.9M 229,977 +102,363 +80%