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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 %
KLI
501
Kelman-Lazarov Inc
Tennessee
$394K
FFA
502
Founders Financial Alliance
North Carolina
$388K +$388K +3,353 New
RC
503
RegentAtlantic Capital
New Jersey
$384K
PS
504
Planned Solutions
California
$384K +$384K +3,416 New
GFP
505
Gryphon Financial Partners
Ohio
$381K
CCMD
506
Cypress Capital Management (Delaware)
Delaware
$380K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$378K -$128K -1,142 -25%
AP
508
Appleton Partners
Massachusetts
$370K
MAFM
509
Mid Atlantic Financial Management
Pennsylvania
$370K +$88.3K +730 +31%
RHBC
510
R.H. Bluestein & Co
Michigan
$369K +$40.5K +360 +12%
CAI
511
Capital Advisors Inc
Oklahoma
$367K +$23.1K +205 +7%
AIS
512
American Investment Services
Massachusetts
$366K
RG
513
Rikoon Group
New Mexico
$361K -$9.89K -88 -3%
TW
514
Towerpoint Wealth
California
$348K -$4.5K -40 -1%
PWPS
515
Pinnacle Wealth Planning Services
Ohio
$347K -$353K -3,140 -50%
JGIA
516
Jackson Grant Investment Advisers
Connecticut
$347K +$2.59K +23 +0.8%
SFWC
517
Strategic Family Wealth Counselors
New Jersey
$346K
WA
518
WBH Advisory
Maryland
$346K +$337 +3 +0.1%
CA
519
Claro Advisors
Massachusetts
$346K +$1.91K +17 +0.6%
SYBT
520
Stock Yards Bank & Trust
Kentucky
$345K +$46.9K +417 +16%
JIC
521
Joel Isaacson & Co
New York
$345K +$64K +569 +23%
FGA
522
Fortis Group Advisors
New Jersey
$344K +$344K +3,068 New
PL
523
Plancorp LLC
Missouri
$343K -$81.1K -721 -19%
MSAM
524
Moloney Securities Asset Management
Missouri
$341K
UIA
525
UBP Investment Advisors
Switzerland
$337K