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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 %
DI
476
Disciplined Investments
Oklahoma
$446K -$132K -1,371 -23%
AC
477
Alexandria Capital
Virginia
$444K +$12.8K +133 +3%
CWA
478
Core Wealth Advisors
Florida
$440K
ZCA
479
Zeke Capital Advisors
Pennsylvania
$434K
FI
480
FormulaFolio Investments
Michigan
$431K -$5.94M -61,779 -93%
PFBT
481
Parkside Financial Bank & Trust
Missouri
$428K -$289 -3 -0.1%
JGC
482
J. Goldman & Co
New York
$428K +$428K +4,450 New
OPA
483
Old Port Advisors
Maine
$426K -$54.6K -568 -11%
NAM
484
NTV Asset Management
West Virginia
$423K
CFA
485
CWS Financial Advisors
Michigan
$420K
SCI
486
S&CO Inc
Massachusetts
$419K
CCM
487
Coldstream Capital Management
Washington
$415K +$33K +343 +9%
RIS
488
Retirement Income Solutions
Michigan
$412K
LS
489
Leelyn Smith
Illinois
$406K +$406K +4,222 New
APA
490
American Portfolios Advisors
New York
$400K -$861K -8,949 -68%
CS
491
Capital Square
Tennessee
$400K
NDSI
492
Newman Dignan & Sheerar Inc
Rhode Island
$398K -$37.3K -364 -9%
SFPM
493
Sensible Financial Planning & Management
Massachusetts
$398K
OWD
494
Osborn Williams & Donohoe
Ohio
$398K
FC
495
Ferris Capital
Massachusetts
$398K
ACI
496
Alpha Cubed Investments
California
$397K -$8.86K -92 -2%
MBT
497
Montecito Bank & Trust
California
$396K
LSPW
498
Lake Street Private Wealth
Illinois
$395K -$255K -2,650 -39%
PL
499
Plancorp LLC
Missouri
$394K -$153K -1,585 -28%
EAM
500
Evanson Asset Management
California
$392K +$96 +1 +0%