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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 %
CWM
526
Cabot Wealth Management
Massachusetts
$337K +$337K +2,994 New
FI
527
FormulaFolio Investments
Michigan
$337K +$337K +3,000 New
WTB
528
Washington Trust Bank
Washington
$335K
PCMC
529
Private Capital Management (Colorado)
Colorado
$332K +$450 +4 +0.1%
WPC
530
White Pine Capital
Minnesota
$331K
NAM
531
NorthCoast Asset Management
Connecticut
$329K -$285K -2,529 -46%
WI
532
Wintrust Investments
Illinois
$329K +$225 +2 +0.1%
VFA
533
Voya Financial Advisors
Connecticut
$328K -$168K -1,504 -34%
BFA
534
Beaumont Financial Advisors
Massachusetts
$328K -$3.93K -35 -1%
SWM
535
SeaCrest Wealth Management
New York
$327K +$562 +5 +0.2%
APA
536
American Portfolios Advisors
New York
$327K -$72.5K -645 -18%
PCG
537
Private Capital Group
Connecticut
$319K
EAM
538
Evanson Asset Management
California
$318K +$112 +1 +0%
WF
539
Welch & Forbes
Massachusetts
$316K
SWM
540
Stockman Wealth Management
Montana
$315K
AB
541
Atlas Brown
Kentucky
$314K +$2.93K +26 +0.9%
DBRC
542
D.B. Root & Company
Pennsylvania
$313K -$55.7K -496 -15%
LJAC
543
L.J. Altfest & Co
New York
$312K -$66.5K -591 -18%
SDAM
544
Shulman DeMeo Asset Management
New York
$311K +$2.14K +19 +0.7%
Wolverine Trading
545
Wolverine Trading
Illinois
$310K +$19.5K +175 +7%
IWS
546
Insight Wealth Strategies
California
$309K -$379K -3,368 -55%
PWA
547
Peterson Wealth Advisors
Utah
$309K
LSAG
548
Lake Street Advisors Group
New Hampshire
$309K +$1.13K +10 +0.4%
IFA
549
Interactive Financial Advisors
Illinois
$308K +$21.1K +187 +7%
SSB
550
Sandy Spring Bank
Maryland
$306K -$58.6K -522 -16%