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iShares S&P 500 Value ETF

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Shares
Change %
TTWM
476
TCV Trust & Wealth Management
Virginia
$459K -$146K -1,300 -24%
CPO
477
Cerity Partners OCIO
New York
$455K -$1.46K -13 -0.3%
SIC
478
Sigma Investment Counselors
Michigan
$450K -$106K -946 -19%
HIS
479
Harvest Investment Services
Illinois
$447K -$46.9K -418 -9%
DWM
480
Darwin Wealth Management
Florida
$442K -$916K -8,160 -67%
JF
481
JSF Financial
California
$442K -$76.5K -681 -15%
LSPW
482
Lake Street Private Wealth
Illinois
$439K -$33K -293 -7%
PWA
483
Physician Wealth Advisors
Utah
$439K +$11.1K +99 +3%
GAM
484
Gemmer Asset Management
California
$439K +$142K +1,261 +48%
LFG
485
Larson Financial Group
Missouri
$437K -$71.7K -637 -14%
NDSI
486
Newman Dignan & Sheerar Inc
Rhode Island
$437K
MPCG
487
Matrix Private Capital Group
New York
$431K
NAM
488
NTV Asset Management
West Virginia
$430K -$45K -400 -9%
NEPWA
489
New England Private Wealth Advisors
Massachusetts
$429K -$277K -2,462 -39%
PMAM
490
Picton Mahoney Asset Management
Ontario, Canada
$429K
CTC
491
Central Trust Company
Missouri
$421K
TFS
492
TrustCore Financial Services
Tennessee
$418K
WEC
493
Winslow Evans & Crocker
Massachusetts
$416K
AWA
494
ARQ Wealth Advisors
Arizona
$405K
AC
495
Alexandria Capital
Virginia
$404K -$4.5K -40 -1%
WIC
496
Whitegate Investment Counselors
New Hampshire
$403K -$147K -1,313 -27%
TFA
497
TPG Financial Advisors
Oregon
$398K
AAP
498
Arax Advisory Partners
Colorado
$397K -$24.7M -219,933 -98%
SFPM
499
Sensible Financial Planning & Management
Massachusetts
$394K -$71.3K -633 -15%
HPWM
500
Highland Private Wealth Management
Washington
$394K -$67.4K -600 -15%