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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 %
CPSAC
576
Chas P. Smith & Associates (CPS)
Florida
$260K -$44.9K -466 -15%
WCM
577
WealthBridge Capital Management
Ohio
$260K
SDAM
578
Shulman DeMeo Asset Management
New York
$260K
Fisher Asset Management
579
Fisher Asset Management
Washington
$260K +$260K +2,705 New
SWA
580
SFMG Wealth Advisors
Texas
$259K -$88.4K -918 -25%
QCG
581
Quadrant Capital Group
Ohio
$259K
LWM
582
Lenox Wealth Management
Ohio
$258K
CMO
583
Covenant Multifamily Offices
Texas
$256K -$51.9K -540 -17%
PWA
584
Peterson Wealth Advisors
Utah
$255K -$12.2K -127 -5%
SYBT
585
Stock Yards Bank & Trust
Kentucky
$255K
AF
586
Arrow Financial
New York
$254K
MC
587
Mathes Company
New York
$250K
SFWC
588
Strategic Family Wealth Counselors
New Jersey
$250K +$250K +2,594 New
HBT
589
Hills Bank & Trust
Iowa
$249K +$249K +2,583 New
WTC
590
WhitTier Trust Company
Nevada
$247K +$49.7K +516 +25%
EVM
591
Eaton Vance Management
Massachusetts
$245K +$245K +2,544 New
WP
592
WealthShield Partners
North Carolina
$244K -$44.8K -466 -16%
IFA
593
Interactive Financial Advisors
Illinois
$244K -$9.44K -98 -4%
CSPIA
594
Cary Street Partners Investment Advisory
Virginia
$243K -$40.7K -423 -14%
FWM
595
Filbrandt Wealth Management
Wisconsin
$241K -$30.8K -319 -11%
JIC
596
Joel Isaacson & Co
New York
$240K -$81.6K -848 -25%
ST
597
Spinnaker Trust
Maine
$237K
VWM
598
Valley Wealth Managers
New Jersey
$237K +$2.22K +23 +0.9%
BBHC
599
Brown Brothers Harriman & Co
New York
$237K +$82.5K +856 +53%
PFM
600
Parsec Financial Management
North Carolina
$233K +$59.7K +619 +34%