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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 %
JGIA
551
Jackson Grant Investment Advisers
Connecticut
$293K +$2.5K +26 +0.9%
MSAM
552
Moloney Securities Asset Management
Missouri
$292K -$68.3K -709 -19%
UIA
553
UBP Investment Advisors
Switzerland
$289K
FIB
554
First Interstate Bank
Montana
$289K +$57.8K +600 +25%
SWM
555
SeaCrest Wealth Management
New York
$286K -$415K -4,309 -59%
AA
556
Advisory Alpha
Michigan
$284K -$4.58M -44,594 -94%
PCMC
557
Private Capital Management (Colorado)
Colorado
$283K +$674 +7 +0.2%
TFS
558
TrustCore Financial Services
Tennessee
$282K -$19.2K -200 -6%
RHBC
559
R.H. Bluestein & Co
Michigan
$281K -$42.3K -440 -13%
BFA
560
Beaumont Financial Advisors
Massachusetts
$281K
BFM
561
Boston Financial Management
Massachusetts
$276K
GEA
562
Glen Eagle Advisors
New Jersey
$276K +$131K +1,356 +90%
CA
563
Claro Advisors
Massachusetts
$274K +$41.6K +431 +18%
Prudential Financial
564
Prudential Financial
New Jersey
$271K +$97.2K +1,009 +56%
WF
565
Welch & Forbes
Massachusetts
$270K
SWM
566
Stockman Wealth Management
Montana
$270K
PCG
567
Private Capital Group
Connecticut
$270K +$17.5K +182 +7%
CA
568
Crewe Advisors
Utah
$268K -$159K -1,650 -37%
CIC
569
Carnegie Investment Counsel
Ohio
$268K
BWP
570
Baldwin Wealth Partners
Massachusetts
$267K -$295K -3,057 -52%
AB
571
Atlas Brown
Kentucky
$266K -$75.2K -781 -22%
KCM
572
Kornitzer Capital Management
Kansas
$266K -$57.4K -596 -18%
CP
573
Covenant Partners
Tennessee
$264K -$133K -1,382 -34%
LSAG
574
Lake Street Advisors Group
New Hampshire
$263K +$1.16K +12 +0.4%
GCA
575
Gradient Capital Advisors
California
$261K