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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 %
RC
526
RegentAtlantic Capital
New Jersey
$329K
IF
527
Ironwood Financial
Arizona
$327K -$1.35M -14,069 -81%
Koshinski Asset Management
528
Koshinski Asset Management
Illinois
$327K -$74.6K -776 -19%
GFP
529
Gryphon Financial Partners
Ohio
$326K
SIA
530
Soltis Investment Advisors
Utah
$326K +$117K +1,219 +56%
CCMD
531
Cypress Capital Management (Delaware)
Delaware
$325K
GTAM
532
Global Trust Asset Management
Florida
$324K
AWM
533
Aevitas Wealth Management
Massachusetts
$322K +$322K +3,341 New
HIA
534
Harbor Investment Advisory
Maryland
$319K
AP
535
Appleton Partners
Massachusetts
$319K +$12.5K +130 +4%
CFA
536
Carroll Financial Associates
North Carolina
$317K +$39.1K +407 +14%
HA
537
Hamel Associates
New Jersey
$315K -$401K -4,165 -56%
RG
538
Rikoon Group
New Mexico
$315K
DBRC
539
D.B. Root & Company
Pennsylvania
$314K -$15.2K -158 -5%
GAM
540
Gemmer Asset Management
California
$314K +$171K +1,778 +120%
WTB
541
Washington Trust Bank
Washington
$312K -$15.2K -158 -5%
MOS
542
MGO One Seven
Ohio
$311K +$117K +1,217 +60%
SMFS
543
Squar Milner Financial Services
California
$310K
TW
544
Towerpoint Wealth
California
$302K
COF
545
Capital One Financial
Virginia
$301K +$301K +3,125 New
SFG
546
Sowa Financial Group
Rhode Island
$299K -$20.5K -213 -6%
TRCT
547
Tower Research Capital (TRC)
New York
$298K -$1.44M -14,964 -83%
DWM
548
Destination Wealth Management
California
$298K +$298K +3,091 New
AIS
549
American Investment Services
Massachusetts
$295K -$236K -2,449 -44%
CAI
550
Capital Advisors Inc
Oklahoma
$294K -$145K -1,503 -33%