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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 %
CPO
501
Cerity Partners OCIO
New York
$390K
ZF
502
Zhang Financial
Michigan
$382K
VC
503
Veracity Capital
Georgia
$381K -$91.7K -952 -19%
FHA
504
First Horizon Advisors
Tennessee
$381K +$44.5K +463 +13%
SBWM
505
Sunflower Bank Wealth Management
Arizona
$380K -$33.2K -345 -8%
TFCP
506
Twin Focus Capital Partners
Massachusetts
$376K -$481 -5 -0.1%
AAP
507
Arax Advisory Partners
Colorado
$375K -$81.6K -847 -18%
LJAC
508
L.J. Altfest & Co
New York
$375K +$375K +3,900 New
BWA
509
Beam Wealth Advisors
Louisiana
$374K -$756K -7,854 -67%
KPCM
510
Kings Point Capital Management
New York
$374K -$127K -1,316 -25%
OFG
511
Oxford Financial Group
Indiana
$370K
MPCG
512
Matrix Private Capital Group
New York
$369K +$5.88K +61 +2%
SSB
513
Sandy Spring Bank
Maryland
$368K
SXL
514
Summit X LLC
Missouri
$367K -$1.92K -20 -0.5%
PWA
515
Physician Wealth Advisors
Utah
$366K -$36.6K -356 -9%
FAT
516
First American Trust
California
$366K -$22.6K -235 -6%
SSW
517
Smith Shellnut Wilson
Mississippi
$366K
CTC
518
Central Trust Company
Missouri
$360K -$7.21K -75 -2%
WPC
519
White Pine Capital
Minnesota
$350K -$1.44K -15 -0.4%
AWA
520
ARQ Wealth Advisors
Arizona
$347K +$347K +3,600 New
WEC
521
Winslow Evans & Crocker
Massachusetts
$344K
HHRDM
522
H&H Retirement Design & Management
Nevada
$339K +$339K +3,523 New
HPWM
523
Highland Private Wealth Management
Washington
$338K
SFS
524
Sowell Financial Services
Arkansas
$337K -$900K -9,358 -73%
FNBOSM
525
First National Bank of South Miami
Florida
$329K -$86.2K -896 -21%