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iShares S&P 500 Value ETF

888 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 291 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+124
Holders Change %
+16.23%
% of All Funds
15.76%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
166
Increased
291
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SSW
551
Smith Shellnut Wilson
Mississippi
$487K +$432K +3,376 +789%
CWP
552
Corepath Wealth Partners
Arizona
$487K +$487K +3,795 New
SCA
553
Snowden Capital Advisors
New York
$486K -$128K -1,001 -21%
PMAM
554
Picton Mahoney Asset Management
Ontario, Canada
$486K
JF
555
JSF Financial
California
$484K -$20.2K -158 -4%
Jane Street
556
Jane Street
New York
$482K -$41.8K -326 -8%
CTC
557
Central Trust Company
Missouri
$479K
LFG
558
Larson Financial Group
Missouri
$470K -$26.9K -210 -5%
WIC
559
Whitegate Investment Counselors
New Hampshire
$462K +$2.94K +23 +0.6%
AWA
560
ARQ Wealth Advisors
Arizona
$461K
SXL
561
Summit X LLC
Missouri
$460K +$16.4K +128 +4%
CWM
562
Cabot Wealth Management
Massachusetts
$455K +$71.3K +556 +19%
TFA
563
TPG Financial Advisors
Oregon
$453K
AAP
564
Arax Advisory Partners
Colorado
$452K -$128 -1 -0%
HPWM
565
Highland Private Wealth Management
Washington
$449K
SFPM
566
Sensible Financial Planning & Management
Massachusetts
$448K
KLI
567
Kelman-Lazarov Inc
Tennessee
$448K
RC
568
RegentAtlantic Capital
New Jersey
$446K +$8.58K +67 +2%
BA
569
Bellwether Advisors
Nebraska
$445K +$445K +3,480 New
FPW
570
Flagship Private Wealth
Massachusetts
$442K +$442K +3,483 New
PAS
571
Park Avenue Securities
New York
$439K +$99.6K +778 +29%
GAM
572
Gemmer Asset Management
California
$438K -$61.6K -482 -12%
GFP
573
Gryphon Financial Partners
Ohio
$433K
CCMD
574
Cypress Capital Management (Delaware)
Delaware
$432K
FFA
575
Founders Financial Alliance
North Carolina
$431K